Invest like a pro (Minus the Mortgage) Sydney


January 14, 2020


6:30 pm to 8:00 pm


Pivot Wealth, Level 12/64 York St, Sydney NSW 2000, Australia


$60 - Single
$110 - Couple


Class overview

Are you a good saver but not sure how to invest your cash to actually get ahead without taking on lots of debt or risk? Have you thought about investing in shares but don’t know what the options are or how to get started? Do you want to do something smart with your money but not be locked into a huge mortgage? If this sounds like you, we’ve got you covered.

In this workshop we’ll show you how to harness the power of your savings to grow another source of income and build a solid investment portfolio WITHOUT investing in property. You’ll also learn how you can set up your investments and reduce risk at the same time.

NOTE: Please note this class is about smart investment basics, and will not cover any super complex investments or get rich quick schemes!

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What you’ll learn

  • Investment basics and the key things you need to know to invest smart
  • How to set up a solid investment plan that will actually work
  • How to reduce risk when you invest
  • The actions you can take immediately to drive better money results
  • What your next steps should be and how to get started


What you’ll need to bring

  • Enthusiasm and motivation to take action and get better results from your money
  • A smartphone to download workshop resources
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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About the instructor: Ben Nash

Ben is a Financial Adviser who founded Pivot Wealth to help people make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you happy, it will give you options and the freedom to pursue the things that WILL make you happy.

Pivot was born out of Ben’s frustration at seeing far too many people earning good incomes but wasting the opportunities this income could be providing them. Ben has found you can spend money on the things that are most important to you now, AND set yourself up to be able to keep doing that in the future. It just takes a bit of clarity and the confidence to make it happen, which Ben loves helping people achieve.

Taking action is the most powerful thing you can do when it comes to money, but first you need to know the rules of the game. As a self-confessed finance geek, Ben educates you about how to make the most of your money. In Ben’s workshops he draws on practical experiences from working with hundreds of young professionals to provide simple and tried and tested money strategies that actually work, delivered in an easy to understand way.

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Fill out the form below to book your spot on: January 14, 2020, 6:30 pm to 8:00 pm

Single booking For a total of $60
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