Pivot Wealth in Sydney, Australia | Financial planner

Pivot Wealth

Locality: Sydney, Australia

Phone: +61 2 8091 6881

Address: Level 12, 64 York Street 2000 Sydney, NSW, Australia

Website: http://www.pivotwealth.com.au

Likes: 715

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• Financial planner

25.01.2022 Real change is difficult at the beginning, but gorgeous at the end. Change begins the moment you get the courage and step outside your comfort zone; change begins at the end of your comfort zone. Image by: gorkiegork

24.01.2022 Trust your gut and ask R U Ok? You dont need to be an expert to reach out; just a good friend and a good listener. #ruokday #supportyourfriends #trustyourgutfeeling

23.01.2022 Most of the people I talk to about their money havent used an adviser before, and dont really know what to expect. There are a bunch of myths out there about what financial advice is and how it works. We bust a few of them in this video. I asked a bunch of our clients what they thought financial advice was going to be before going into the process, and what they think now theyve seen how it works.

21.01.2022 So pumped to be launching this Introducing the Financial Freedom Masterclass Its pretty common this time of year for people to get thinking about the things they want to do in the new year. ... But the reality is that over 95% of New Years resolutions fail. Ive spoken to a HEAP of people that have both succeeded and failed at making their really important goals happen. Ive found the people that succeed set things up to make it easier to achieve their #moneytargets, and those that fail dont. To make it easy, you need to build the new habits or actions into your routine so that you have to actually go OUT OF YOUR WAY to get off track. You use frameworks and processes to make your default outcome #SUCCESS The harder you have to work to achieve your target, the greater the chance of life getting in the way is, ultimately increasing your chances of failure. So, were totally PUMPED to be teaming up with David Koch and Pinstripe Media to launch the Financial Freedom Masterclass. This is a full day, money education deep dive and financial bootcamp workshop session that we build to give you the #moneyframeworks, tools, and guidance to get on the #financialfrontfoot for the New Year. What will your 2020 look like Check out all the details of the #financialfreedommasterclass in the comments below.

20.01.2022 Check out the latest article from Your Mortgage, featuring our main man Ben Nash on "How to remain levelheaded when buying a home". Read more by clicking on the below link: https://www.yourmortgage.com.au//how-to-remain-lev/263332/

20.01.2022 HBD to Pivot Wealths one and only polish-Italian-Hawaiian superstar aka Luana the engine room. Our very first virtual party with our team on Cebuan legends.

20.01.2022 David Koch is live with Ben Nash and theyre taking all your personal finance and small business questions.

19.01.2022 When chatting with people one of the things I hear all the time is that most people think EVERYONE ELSE has is so much more together than they do when it comes to But the truth is that everyone is in the same position. People are overwhelmed with too many options and too much information, its common to have NO BALANCE between living an epic lifestyle AND getting ahead with money, and to top is all off everyone is super TIME POOR. But there is a solution. These peeps got the inside scoop courtesy of our Mo Money, Less Problems session last night. Check out our upcoming events on https://pivotwealth.com.au/classes/

16.01.2022 Event the Sydney smoke storm, fire alarms through Barangaroo, and a swathe of Christmas shoppers wasnt going to get in the way of this money chat

15.01.2022 Ive got a super important Christmas related question to ask... Team Asia, or team Australia??? Links in first comment below... Merry Christmas

15.01.2022 WERE HIRING!!!! - Fast-growing, award-winning business in central CBD location - Ultra-ethical, low volume/high-quality service, and deliver REAL value to a special group of clients - Minimum 5 years advising experience required... Looking for a superstar adviser with strong technical knowledge, a love for clients, and a passion to build strong relationships and make a real difference to peoples lives. Check out the details in the video below, and instructions to apply in the link in the first comment.

14.01.2022 There is no one pathway to financial success in business. But there are some key things EVERY business owner needs to get right to achieve any level of money su...ccess. Join our session on March 4 in partnership with Pivot Wealth where were going to cover three frameworks you absolutely HAVE to get right to drive financial success in business, and then how to use your business success to build your personal assets, investments, and wealth. Were also going to cover the five key money mistakes business owners make so you know how to avoid them. Sign up for the session now: www.kochiesbusinessbuilders.com.au/event/crush-it-in-2020-2/

14.01.2022 Momentum is one of the most powerful things that can help you create epic money results. But like anything important, it wont just happen on its own. You need to take action. And the first step is always the hardest. ... Well done to the crew at our first Pivot Invest Like a Pro workshop for the year for pushing through the inaction trap to get started #takeaction @ Pivot Wealth

14.01.2022 Watch this space peeps We have some exciting stuff coming your way.. woot woot

13.01.2022 WOOOOHOOOOOO.. we are so proud and happy that our main man Ben Nash making on the 50 most influential advisers in Australia by the Financial Standard third year in a row https://www.financialstandard.com.au/fs-power50-2019-list

13.01.2022 Super PUMPED to be launching my NEW #podcast, How to be Successful with Money, where Im going to be covering practical tips, hacks, and strategies to take your money game to the next level. Now live on all the podcast machine places, links to check out the first four episodes Ive just dropped in the comments below. #howtobesuccessfulwithmoney #investing #moneytips #smartmoney

12.01.2022 The new year can be a great time to get on the front foot and set yourself up for an epic year. But it wont just happen on its own. If you want 2020 to be a year thats things actually change..... check out the below article written by our main man Ben Nash

12.01.2022 A woman is so much more than just a human being. She has the power to create a life, to cope up with so much pain and somehow always end up being the strongest one in the room. Happy Womens Day to all Goddesses out there! #grlpower

11.01.2022 We are pump for tomorrow night

11.01.2022 Wondering how to maximise your income in this low interest rate environment? Watch this Facebook Live session with David Koch and Ben Nash, Founder of Pivot Wea...lth, as they talk about investment opportunities, credit card debt and more. And if you want to attend a full day, hands-on, deep dive session with these two finance experts, sign up for The Financial Freedom Masterclass: https://pivotwealth.com.au/events-and-training/ See more

11.01.2022 Absolutely STOKED to see my firstborn child Pivot Wealth take out the ifa (Independent Financial Adviser) Excellence #award for the Best Client Servicing Financial Advice Firm in Australia WWHHHHHOOOOOOOOOTTTTTT For me great #customerservice should really be the foundation of every business, and im insanely proud to have won this amongst such stiff competition from some amazing #moneymanagement companies. And to top it off we were named as a finalist in the coveted Judge...s choice award Massive shout out to the Pivot team Yang Nash Ray Jaramis & Luana Romani for helping us push the boundaries of what makes an epic customer experience. Had an absolute blast hanging with the #best in the biz on the night

11.01.2022 Great chatting with Ricardo Goncalves @businessricardo from @sbsnews_au onight for #onthemoney today about the latest super fund performance stats from Chant West. We chat about how the markets are shaping up for 2021 and what you need to know to get the right outcomes from your #superannuation

11.01.2022 Financial education and building your knowledge around money is the fastest path to building true confidence in where youre headed. Little G getting a head start here

10.01.2022 Tax tips and #hacks Bit of fun chatting tax with @7shaunwhite and the @sunriseon7 crew. My top tips for what to do with your tax here - Ditch any personal debt - Build your emergency fund ... - Pay down your mortgage - Start an investment plan - Build your super What will you do with your tax return? @ Sydney, Australia

10.01.2022 Super PUMPED to be launching my NEW #podcast, How to be Successful with Money, where I’m going to be covering practical tips, hacks, and strategies to take your money game to the next level. Now live on all the podcast machine places, links to check out the first four episodes I’ve just dropped in the comments below. #howtobesuccessfulwithmoney #investing #moneytips #smartmoney

08.01.2022 Learning means growing. And if youre not going forward youre going backwards... Completely humbled and blown away to have taken out the Association of Financial Advisers (AFA) excellence in education award last night. Massive shout out to TAL Australia and the AFA for making this happen. ... And a HUGE shout out to the other finalists Kearsten James, Niki Schneider and Joseph Meawad

08.01.2022 Four years ago with a laptop and a vision to do things a little differently, Pivot Wealth was born For the first year I flew solo, then was smart enough to coax one special woman @Yang Nash to join the team, and over the next couple of years we spent time building the foundation and refining the Pivot approach - as well a managing to find some work life balance running the office flexibly office across four continents But the last year has been the most challenging, and... the most rewarding. Weve stepped WAY outside our comfort zone in growing the Pivot team which has been a massive (and ongoing) learning, but thankfully weve had an epic team in @Luana Romani @Ray Jaramis @Chloe Hulbert to make our job easier. And of course we couldnt have done it without our support team in @Michael Back @David Dugan @ghmeditation @Dean Holmes @Chris Muddell. And supported all the way by the XY Adviser community helping push the boundaries of what makes great financial advice. Its a privilege to go to work everyday knowing that were helping people create their version of a life not limited by money, and by far the most satisfying part of the last year has been that were now able to help more people. Totally PUMPED to see what the five year birthday party looks like

07.01.2022 FACEBOOK LIVE in 14mins...

07.01.2022 Monday mantra on point

04.01.2022 Great work by Financial Standard for putting together the 2020 Power50 list of the most influential financial advisers in Australia. Looking at the names on this list and knowing the amazing advisers that didn’t make it onto the list I’m still pinching myself that out of the 20,000+ advisers in Australia I’ve been included in the #FSPower50 list for the fourth year running. Also I’m PUMPED to see 23 new entrants to the list, which to me says there is a strong group of adviser...s making a name for themselves in a profession that’s so important for Aussies to live epic lives Also great to see Matt Hale finally throwing down some competition to the best beard on the FS Power50 list

04.01.2022 How to Money series: Get on top of your savings (and budget) for 2021 collab w. General Assembly & Raiz Invest https://www.linkedin.com//benjaminjnash_how-to-money-serie

02.01.2022 As a company we feel totally privileged of working with an amazing group of clients who give us constant feedback and suggestions so we can improve, innovate, and grow along with them. And clearly that feedback from our clients is doing something good, as were absolutely stoked to be named alongside industry superstars as finalists in the @IOOF Holdings Ltd #PracticeofthemutherflippinYEAR for this years #alliances awards. And a special shout out to our founder and main man B...en Nash to be named as finalist for #Adviser of the year AND #Innovator of the year. Massive shout out to Andy Marshall, Nadia Docker and Benjamin Marshan for going gentle on us through the judging process and for taking the time out of your busy schedules to volunteer and help out with this great initiative highlighting all the great work thats being done in the financial advice space. And huge props to Michael Back and Jill Van Halen for helping us refine our message and make this all happen #onwardsandupwards

02.01.2022 Wednesday Mantra

01.01.2022 Well done to our Client Success superstar Luana on smashing her first six months @pivotwealth Our values and culture are one of the most important elements of what we do, and we love seeing the results when our team and clients LEAN IN. Celebratory espresso @operabarsydney... Future looking bright for this one

01.01.2022 Most of the people we help with money arent trying to get more money just to have a bigger bank account balance. They want the money for the things they can do with it, the lifestyle choices it allows them to have, and the freedom it gives them. Weve found that at the core of it most people just want to be able to live the life they want without money holding them back. You dont want money to be a barrier that stops you from being able to do the things that are important to you. In this video I ask a bunch of our clients what a life not limited by money means to them.

01.01.2022 In this video, I chat about a recent issue I came across with a client who was looking to transfer some money from overseas. It almost cost him over $10k so I wanted share it to help others avoid this mistake.