See how a clear strategy could help your high income build freedom to live on your own terms.
Aussies are already using Pivot to invest smarter, slash their tax & live a life not limited by money.
Earning $250,000+ as a household but feel like you should be further ahead? See if you qualify for Pivot's High-Income Wealth Plan. Discover how Australians have used Pivot Wealth's financial strategy to turn strong incomes into growing investments, a clearer path to paying down their mortgage and more long-term financial choice.
What 15 minutes actually gets you
A clear snapshot of your financial position and where the opportunities may be.
Uncover
Understand where you are today, where you want to be and what may be sitting between the two.
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Optimise
Identify areas across tax, mortgage, cash flow, super and investments that could potentially work more efficiently.
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Accelerate
Turn your surplus income and debt into investments and assets that keep building - with the aim of giving you more choice about work in future.
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Compound
Build smarter money habits that support long-term asset growth and more choice over how you live.
Clarity, and a lot less stress
Hear from our Pivot clients on what changed when they finally had a clear plan for their money from buying investments and paying for a wedding, to taking time off and simply stressing less.
"The biggest difference just has to be that feeling of security and knowing that things are taken care of… peace of mind when you're a stressed-out business owner is pretty valuable."
"Pivot helped us purchase our first property… we paid for our wedding outright with no debt, which was really important to us… we have planned that I can take the full year off work, which is just an incredible feeling."
"I don't have that feeling of having something just sitting there without working for me. Now I know that it is. I've also been able to control my spending a bit more."
"The biggest shift for me is just confidence… I understand our financial position now… all the stuff we've talked about is actually now an action plan."
"After seeing you guys, there's a lot of clarity and less stress… having Pivot made it easy to understand what's going on, and they sort of take out the guesswork for us."
"The biggest shifts and changes for me have not been worrying about when big bills are coming in… I know that I have enough money set aside for those big bills."
Before you book
It’s a quick, no-obligation conversation to understand where you are today, where you want to be, and whether Pivot may be able to help. If there’s a strong fit and enough opportunity to explore, you’ll be invited to a deeper Breakthrough Strategy Session with the team.
Pivot is designed primarily for Aussies earning a strong income who want to make more of what they make. This typically includes high-income professionals and couples earning $250K+ as a household, as well as established, profitable business owners looking to turn business success into personal wealth.
No. You don’t need an investment portfolio to get started. In fact, many people come to Pivot because they’re earning well and building a healthy monthly surplus, but aren’t sure what to do with it. Ideally, you’re consistently saving a few thousand dollars or more each month and want a clearer strategy for putting that money to work.
We look at your finances as one interconnected strategy - rather than making each decision in isolation. That can include your tax position, mortgage and debt strategy, investments and income-producing assets, super, cash flow, financial structures and your longer-term goals. The aim is to understand how these pieces could work together more effectively.
Yes — the 15-minute intro call is free and no-obligation. If we recommend working together, we'll explain our fees upfront before you commit.
McTiernan
Philo
Boyd
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