AI is reshaping work. Property is harder to get right. And tax punishes high income unless you know how to play it. Most people are still following a script that doesn’t work anymore, and they’re losing tens of thousands a year in the process.
In the last 12 months, the average annual upside of our clients financial plans was $71,203 after financial advice fees.
The cost of not taking action today is the opportunity cost of not getting these sort of results, and then not having this extra money growing for you every year forever.
Free 7-day $10k Tax Saving Challenge
7 days is enough time to permanently level up your money. Learn our top tax saving hacks to keep more of your income and get ahead faster. Perfect if you’re saving $5k/m+
Free 7-day Smart Money Challenge
If you want to level up your money, our free 7-day Smart Money Challenge will guide you through the how, step-by-step. Perfect if you’re saving under $2k/m.
Let’s Talk
We’ll help you make sense of where you’re at and what smart next steps look like. If we can help, we’ll show you how. If we can’t, we’ll point you to someone who can – no pressure, no fluff.
Why Pivot exists
Pivot was born out of our frustration of seeing people with money that were confused, overwhelmed, and stressed about how best to make it work harder. We focus on no BS advice, guidance, and support to help you maximise all of the opportunities available to you to get ahead faster and easier. Ultimately we help every one of our clients create a life not limited by money, where they can do the things they want without money holding them back.
The best time to take action was always
10 years ago.
The second best time is today.
Download: The Debt Recycling Playbook
If you’ve got a mortgage and money to invest, you could be sitting on one of the most powerful – and overlooked – money strategies in Australia. Learn how to convert bad debt into good, use your home loan to invest smarter, and save thousands in tax without changing your lifestyle.
Free Chapter: Replace Your Salary by Investing
Smart investing doesn’t need to be risky or complex. In this free sample chapter from Ben Nash’s second book, you’ll learn exactly how to start growing your investment income – without spreadsheets, jargon, or guesswork.
Mo Money Podcast
Weekly episodes packed with practical tips, strategies, and real talk to help you earn more, invest better, and stop wasting money on dumb stuff. Hosted by Ben Nash – adviser, author, and creator of Australia’s top money podcast for high income earners.
Featured by
We could honestly bang on all day about how good financial advice is, how it helps people, and how it can get the money you ALREADY have work harder. But I think the upside of advice is best told by someone who’s been on the journey for themselves.
Being a BOSS at business doesn’t mean you’re good with money. Or at least not naturally. Most business owners start out because they’re passionate about what they do, and when things start to go well it can very quickly get pretty complicated. But like any skill, nailing it with your money IS something you can master – with the right approach. And the right support. Stoked to see Scott and Elise share their story and some of the results they’ve been able to create by leaning in with their financial planning 🤑
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.
If you’re at a fork in the road with your life and money and aren’t sure which option is best, check out this story. By helping Kate and Jon understand the implications of various decisions, they’ve gone from stuck and frustrated to confident and excited about their future.
For some people, money = worry, which is where Pip was at. Through some simple structure, Pip now stresses less about money and knows her day-to-day expenses are taken care of. She’s now loving life and has a clear plan to keep kicking goals in the future.
Got solid savings but unsure what to do with them, worried that you’re missing opportunities? This is where Celso had found himself when we started working together. By giving his a “lightbulb moment”, he chose a clear path and has since confidently moved forward like a boss.
Do the short term pleasures in life look way too attractive to you? Before Pivot, James and Laura were happy, successful people but very much ‘living in the now’ with no plan for their money. They’re now focussed on the big things and seriously smashing their goals!
The stress and guilt that money can cause is REAL! Before we met Lauren, she was either spending money she didn’t have or saying no and constantly feeling the #FOMO. Today, she is growing her money, guilt-free and is travelling more than ever before!
‘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.
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.
Erica was earning good money and saving it, but had no real clarity of what she was saving for. We’ve since helped her get excited about her savings and create the life she wants without the stress of money getting in the way.