Group Financial Advice Information Session



2:00 pm to 3:00 pm


Pivot HQ, Sydney CBD


$100 - Single
$100 - Couple


Session overview

The people we help are normally struggling with three main challenges:

  • Struggling with information overload, too many options and too much information
  • Can’t find the right balance between getting ahead with money WHILE living an epic life
  • Time poor and don’t want to waste time ‘spinning your wheels’ without getting results

Pivot Wealth was created to solve these problems.

We’ve designed these information sessions for people that want to know more about whether financial advice is the right step for you right now, and how the Pivot Wealth financial advice process works.

NOTE: This is a group session with a maximum of 10 people so you get plenty of attention.

100% of the ticket cost is donated to various initiatives through our partnership with B1G1 [more info here].

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What you’ll learn

  • A guided goal setting exercise to help uncover what money success REALLY looks like for YOU
  • How Pivot Wealth can help you with your money
  • How financial advice works and what you need to know to leverage financial planning to create an epic lifestyle
  • What your next steps should be and how to get started
What our clients say about us
Luke & Jahna

‘Hope’ just doesn’t work as a money strategy, which is what Luke and Jahna had discovered before they met us. Bringing their separate finances together, we’ve since helped them find a way to spend money on the short term and long term things that matter most to them.

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What our clients say about us

Scotty hit that point when he realised that he needed to start ‘adulting’ with money. He was once a frivolous spender who used to hate thinking about money but he’s now kicking butt and not scared of the money stuff. He’s a real character; we hope you enjoy his story.

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What our clients say about us
Sarah (& Nick)

By getting Sarah and her partner in control of their money ins and outs and plugging them into our team of experts, they have ticked off goal after goal and are now in a position where Sarah can take a year off work. We live for transformations like this one.

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What our clients say about us
Siobhan (& Sam)

Everyone seems to have an opinion when it comes to money, and dealing with all this conflicting information gets exhausting! Hear how Siobhan and her partner sifted through the outside noise and got on the same page with money, de-stressing their lives along the way.

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Facilitators: Ben Nash w. Ray Jaramis & Joel Harty

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

Book now!

Fill out the form below to book your spot on: , 2:00 pm to 3:00 pm

Single booking For a total of $100
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