Financial Advice Information Session

Ben is an Adviser and the founder of Pivot. Coming from a family of teachers, Ben realised early in his financial advice career that good advice is a combination of education, and building awareness of the common money mistakes that throw people off track. Ben believes education leads to empowerment, and ultimately confidence – so you can get on with the important stuff, knowing your money is working harder for you – and never have to stress about money.

Ray brings a background in psychology into the financial advice space, so he knows how you can hack your thinking to make it easier to get the money results that are most important to you. One of Ray’s biggest frustrations is seeing people not maximising every opportunity to get more out of their money, so when helping people Ray makes sure you’re not leaving any money on the table.

Joel is a big believer that the biggest barrier to people getting results is the fear of making a mistake – so when working with clients Joel breaks down complex concepts into bite-sized, simple to understand concepts, ultimately putting you in the driver’s seat so you can take control with confidence