Take control of your money today

Take control of your
money today

We know everyone’s situation is unique, but from working with hundreds of young professionals we’ve noticed they face some common challenges with money:

• They’re overwhelmed with information
• They don’t know where to start
• They don’t have a solid system for money management

Don’t let these stop you from living the lifestyle you want!

TAKE CONTROL NOW

Mo Money, less problems strategy session.

The Mo Money, Less Problems one-on-one strategy session will get you started on the path to making your money work harder for YOU. Instead of making slow/no real progress towards growing your savings, assets and income, we want you to understand how to get your money sorted and make sure your lifestyle isn’t held back by your income.

In this session we cover the three keys to success with money.

  • Getting clear on your targets and what’s standing in the way of you reaching them
  • How to increase your savings and ‘guilt-free spending’, and eliminate the constant juggle involved in today’s money management game
  • Planning and strategy – the process you can follow to make better decisions with your money

If you want to take back control, building your knowledge around money is key. Without understanding what your strategy is and why it’s important, you’ll always lack confidence in what you’re doing. This session is all about building your knowledge so you can take action with confidence.

Once you have this understanding, we will get clear on your next steps. You will leave this session with a not only a clear vision of what’s holding you back, but most importantly, what you need to do next to get on top of your money.

  1. SECTION OVERVIEW

    What you get

    • A deep dive into the three money focus areas above
    • An understanding of the key principles that should guide your money decision making
    • A guided goal setting exercise
    • The Pivot ‘Mo Money, Less Problems’ ebook to help build your understanding around money management and strategies
  2. SECTION OVERVIEW

    What you’ll create

    • A customised, focused list of your goals
    • A personalised list of actions that will immediately drive better money results
    • An automated bank account framework to make it quicker and easier to manage your money
  3. SECTION OVERVIEW

    What this session is

    • A first step that will empower you to take control
    • An opportunity to get practical takeaways that you can implement immediately
    • An opportunity to learn about key money mistakes and how to avoid them
    • An education session around the key money principles
    • An introduction to how to plan with your money
  4. SECTION OVERVIEW

    What this session isn’t

    • A sales pitch
    • A two hour talk-fest that’s kept ‘high level’ so you don’t get anything concrete to take away
    • A ‘silver bullet’ that will immediately give you more money
    • Something that will result in a full comprehensive money strategy or detailed financial plan.
ABOUT YOUR FACILITATOR

Ben Nash

Founder & Financial Adviser
B.Comm, M.B.L., M.App.Fin

Ben Nash is a Financial Adviser and the founder of Pivot Wealth. Ben helps high income young professionals make smart money decisions so they can live the lifestyle they want today WHILE they set up their future.
BOOK MY PLACE NOW

Mo Money less problems strategy session

Date:Time chosen after booking (via email link)
Time:2 hours
Type:Video Call
Cost: $240 (Once off)
Facilitator:Ben Nash (Financial Adviser and Pivot Founder)

Note these sessions are normally run at 4pm AEST on Monday-Thursday afternoon, with exceptions by arrangement. Standard waiting time for this session is 2-6 weeks so book early to ensure you get your preferred day/time. Once you complete your registration, you’ll receive an email with a link to our online calendar to book your session.

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NOTE: Once you complete your payment below, you will receive an email with a link to our online calendar to book.
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FOR A TOTAL OF $240

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