Pivot Wealth
We solve first world problems: Paying too much tax? Only taking one epic holiday a year? Bondi two bedroom apartment just not big enough? Or are you working in a job that isn’t your passion just for the six-figure paycheck? You’re not alone. We help people maximise every opportunity to get ahead with money faster, so you can live the life you REALLY want. The people we help are normally struggling with three main challenges:*Struggling with information overload, too many options and too much information *Can’t find the right balance between getting ahead with money WHILE living an epic life *Wanting to take action but struggling with FOMO and FOFU (the fear of f*king up) We help make money success easy. Whether you're struggling with information overload, finding balance between money progress AND living an epic lifestyle, or if you're just time poor - we've got the tools and tactics to help. 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 you want without money holding you back. Pivot was built with a strong conviction around the importance of education. With anything important, if you don’t understand what you’re doing or why, you’re less likely to see it through and reap the rewards. This is why we place so much emphasis on helping people understand the universe that surrounds money through our blog posts, eBooks, money education events and one-on-one advice. Education is the key to true confidence and ultimately empowering you to create a life not limited by money. The best time to take action was always 10 years ago. The second best time is today. Reach out through out contact tab to learn more.
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Verified contacts
28
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
4
across 2 depts
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
10
organic / mo
Hiring · 4 open positions across 2 departments
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- TL
Tim Lea
Head of Operations · Operations
EmailPhone - BK
Brett Kelly
Head of Client Success and Delivery · Other
EmailPhone - AW
Aaron Wijesinghe
Senior Financial Adviser · Finance & Accounting
EmailPhone - DQ
Damien Quach
Client Services Officer · Customer/Client Service
EmailPhone - HM
Harry Marsh
Provisional Financial Advisor · Finance & Accounting
EmailPhone - JT
Jake Taylor
Client Services Officer · Customer/Client Service
EmailPhone - JP
James Purkiss
Associate Adviser · Finance & Accounting
EmailPhone - JF
Jeremy Freed
Sales Assistant · Sales & Business Development
EmailPhone - KH
Kumail Hussain
Client Services Officer · Customer/Client Service
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Pivot Wealth
16 distinct titles indexed · top 10 shown.
- 4financial adviser
- 3client services officer
- 2associate
- 2associate adviser
- 1adviser
- 1client service officer
- 1financial advisor
- 1founder & financial adviser
- 1head of client delivery & success
- 1head of client success and delivery
- +6more titles
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