Pivot Client Stories
110 videos • 2,160 views • by Ben Nash
1
What our clients say about working with Pivot
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2
Meet our clients - Sarah
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3
Meet our clients - Kate and Jon (and Fletcher)
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4
Meet our clients - Pip
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5
Meet our clients - Celso
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6
Meet our clients - James & Laura
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7
Meet our clients - Siobhan
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8
Meet our clients - Luke & Jahna
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9
Meet our clients - Lauren
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10
Meet our clients - Scott
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11
Meet our clients - Erika
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12
What our clients say about working with Pivot Wealth
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13
Before and after financial advice
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14
Client story with Clare: How to confidently build assets outside my business after being burnt?
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15
Pivot Client story w. Karim - why pay for financial advice
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16
Pivot client story with Clare - why pay for financial advice?
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17
Pivot client story with Hannah - why pay for financial advice?
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18
Pivot client story with Emma - why pay for financial advice?
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19
Pivot client story with Maddie - why pay for financial advice?
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20
Pivot client story with Olivia and Sean - why pay for financial advice?
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21
Pivot client story with Nikki and Danny - why pay for financial advice?
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22
Pivot client story with Kevin and Jenny - why pay for financial advice?
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23
Pivot client story with Nicola - why pay for financial advice?
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24
Pivot client story with Oliver - why pay for financial advice?
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25
Pivot client story with Sarah - why pay for financial advice?
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26
Pivot Client Story w. Oli: How to maintain an epic lifestyle budget without sabotaging your future
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27
Pivot Client Story with Karim: How to push through the fear of fking up
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28
Pivot Client Story with Clare: How to overcome analysis paralysis
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29
Client Story w. Olivia and Sean: How FOMO can sabotage your money progress
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30
Pivot client story w. Oli - How to get onto the property ladder without sacrificing your lifestyle
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31
Pivot Client Story with Clare: How looking ahead drives motivation for high achievers
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32
Pivot Client Story with Oliver:How to figure out what do to with an inheritance
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33
Pivot Client Story w. Kevin and Jenny: Why property buying shouldn't be a burden.
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34
Pivot Client Story w. Kevin and Jenny: Why property buying shouldn't be a burden.
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35
Pivot Client Story w. Maddie: Why you need mutual understanding with your advisor.
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36
Pivot client story w. Olivia and Sean - How financial advice helps make our dreams into reality
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37
Pivot Client Story with Oliver: The first home buying process
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38
Pivot Client Story w. Nicola: How to have both rules & flexibility with your finances.
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39
Pivot Client Story w. Nicola: No regrets - Why you should start investing now.
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40
Pivot Client Story w. Nicola: No regrets - Why you should start investing now.
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41
Pivot Client Story with Oliver: How to choose a financial adviser.
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42
Pivot Client Story w. Maddie: Why your advisor needs to understand your ideal future.
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43
Pivot Client Story w. Olivia and Sean: How structuring with finances can reduce your stress levels
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44
Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?
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45
Pivot Client Story w. Emma: How to avoid being paralysed by financial decisions.
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46
Pivot Client Story w. Sarah: Are you missing out on making the best decisions?
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47
Pivot Client Story w. Olivia and Sean: How to stay money 'fit' with a financial PT
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48
Pivot Client Story w. Nicola: Could you benefit from an employee investment plan?
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49
Pivot Client Story w. Kevin and Jenny: How to prioritise your savings as a couple
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50
Pivot Client Story w. Emma: Could you be more productive with your extra cash?
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51
Pivot Client Story w. Danny & Nikki: Why you can't keep your money on the backburner.
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52
Pivot Client Story w. Maddie: What makes Pivot Wealth different from other advisors?
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53
Pivot Client Story w. Sarah: Why you'd be surprised to see your financial future.
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54
Pivot Client Story w. Kevin and Jenny: How to get clarity on your financial goals.
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55
Pivot Client Story w. Emma: How to trade money management stress for peace of mind.
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56
Pivot client story w. Nicola - How to maximise my employee share program to get ahead
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57
Pivot Client Story with Clare: Who's responsible for cutting your tax bill?
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58
Pivot Client Story w. Danny and Nikki: How you can get into the property market ASAP.
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59
Pivot Client Story w. Sarah: What will have a big impact on your financial success?
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60
Pivot Client Story w. Emma: What would it take for you to act on your finances?
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61
Pivot Client Story w. Olivia and Sean: When to get help with financial planning.
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62
Pivot Client Story w. Kevin and Jenny: The tangible outcomes of financial planning.
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63
Pivot Client Story w. Maddie: Why you need to take control of your finances ASAP.
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64
Pivot Client Story w. Clare: Bouncing back after being burned by the property market.
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65
Pivot Client Story w. Clare: Why your goals mightn't be as far away as you think.
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66
Pivot Client Story w. Nicola: How small subscriptions can add up to a serious amount.
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67
Pivot Client Story w. Hannah: How a spending 'bubble' was limiting Hannah's finances.
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68
Pivot Client Story w. Hannah: How getting advice can improve your financial position.
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69
Pivot Client Story w. Hannah: Why you shouldn't have to manage your own finances.
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70
Pivot Client Story w. Hannah: What has positively impacted your finances the most?
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71
Tax Saving Strategies w. Stuart Reynolds: How you could save with this tax strategy.
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72
Christine Schorn & Walter Ochoa clip 9
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73
Pivot Client Story with Oliver:The multi-year pathway to your first home
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74
Client story w. Karim: You don't want an adviser that will retire before you
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75
Pivot Client Story w. Clare: How do you know you can trust a financial adviser?
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76
Pivot Client Story with Danny and Nikki: You can't argue with a spreadsheet.
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77
Pivot Client Story w. Maddie: What makes Pivot Wealth different from other advisors?
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78
Client Story with Oliver: How to maintain an epic lifestyle budget without sabotaging your future
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79
Pivot Client Story with Clare: How looking ahead drives motivation for high achievers
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80
Pivot Client Story with Karim: How to push through the fear of fking up
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81
Pivot Client Story with Oliver:How to figure out what do to with an inheritance
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82
Pivot Client Story w. Nicola: How to have both rules & flexibility with your finances.
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83
Pivot Client Story w. Maddie: Why your advisor needs to understand your ideal future.
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84
Pivot Client Story with Oliver: The first home buying process
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85
Pivot Client Story with Oliver: How to choose a financial adviser.
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86
Pivot Client Story w. Nicola: Could you benefit from an employee investment plan?
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87
Pivot Client Story w. Emma: How to trade money management stress for peace of mind.
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88
Pivot Client Story w. Emma: Could you be more productive with your extra cash?
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89
Pivot Client Story w. Clare: Learning from a bad property purchase
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90
Pivot Client Story w. Maddie: Why you need to take control of your finances ASAP.
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91
Pivot Client Story w. Hannah: How a spending 'bubble' was limiting Hannah's finances.
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92
Pivot Client Story w. Kevin and Jenny: How to prioritise your savings as a couple.
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93
Pivot Client Story w. Nicola: How small subscriptions can add up to a serious amount.
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94
Pivot Client Story w. Clare: Why your goals mightn't be as far away as you think.
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95
Eliminating guilty spending w. Avani: What are the best impacts of financial advice?
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96
Eliminating guilty spending w. Avani: What to expect when hiring a financial advisor.
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97
Eliminating guilty spending w. Avani: Why you need to have confidence in your money.
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98
Eliminating guilty spending w. Avani: Why there's so much more to managing money.
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99
Eliminating guilty spending w. Avani: How to invest in the values you believe in.
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100
Eliminating guilty spending w. Avani: How to know it's time to get financial advice.
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101
Eliminating guilty spending w. Avani: How can you get the most out of an advisor.
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102
#281 Client stories; property stretch, guilty spending, & life in the way
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103
Why saving in cash can be your most risky move
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104
Paying way more tax than necessary because life got in the way
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105
How inefficient investing cost these clients over $200k
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106
Late 30’s, income $250k, saving $3.5k/m, upside $35k
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107
Mid 40’s, income $300k, saving $5k/m, tax saving $34k
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108
Age 35, income $250k, saving $4k/m, tax saving $20k pa
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109
Meet our clients: Luke and Tahlia
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110
Meet our clients: Scott and Elise
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