Pivot Wealth

Pivot Wealth 🤑 Learn how to invest smarter & save tax
👇free content👇
⚠️ Not Advice ⚠️
(1)

At Pivot we know everyone's situation is unique, but have noticed young professionals face some common challenges when it comes to money. Are you suffering from any of the following:
- You're overwhelmed with information and options ?
- You're not sure the steps you need to take to get the money and lifestyle outcomes you want?
- You're worried about making a mistake? These all lead to putting mon

ey success in the too hard basket and suffering through inaction, which means you're missing a huge opportunity to start making serious progress setting up the lifestyle you want. Pivot is a Money Management company that specialises in helping young professionals make smart money choices so they can make the most of their income and grow their savings and investments.

19/07/2026

When the auctioneer grabs the hammer and calls "first, second, third," you think it's about to sell. It might be $200k below reserve.

pulled back the curtain for us on the tricks auctioneers use to pull bids out of the room, and why researching your auctioneer before you bid is one of the smartest things a buyer can do.

Listen to the full episode, '80,000 Auctions and FOMO in the property market w. Damien Cooley', on the podcast with - via the link in bio, YouTube or your favourite platform.

18/07/2026

Your stock tips just got a tax problem

From July 2027 the 50 per cent capital gains tax discount is being replaced with inflation indexation and a minimum tax, and it quietly changes which ownership structure wins. The same share gain can now produce three different tax bills depending on whose name it sits in, with a gap of about $14,000 in the example in this reel.

Having seen inside how thousands of high earners hold their investments, most picked their structure by accident.

General info only, not financial advice.

18/07/2026

"Am I the kind of person that you'd work with or is this really for uber wealthy individuals?"

Listen to the full episode with Pivot client Tristan - 'How Tristan bought his first property (without earning a fortune)' - on the podcast via the link in bio or on your favourite platform.

17/07/2026

Anthropic has gone to market for 1.4 gigawatts of Australian data centre capacity, roughly the size of the country's entire fleet today. When sovereign-scale money arrives, the theme is already priced in. If you hold a global index fund or an international option in super, you already own the companies building AI, so check what you hold before you add to it.

General info only, not financial advice.

17/07/2026

Five months in, has working with been worth it? For Toni, a clear yes, and not just for the numbers. The real return so far is the confidence and the knowledge she's built, plus the peace of mind that she finally knows where it's all going. Same income, different future.

Catch the full episode, 'How Toni stopped overpaying tax & started building wealth', featuring our client on the podcast via the link in bio, YouTube or your favourite platform.

16/07/2026

"This is the market everyone's been waiting for. And everyone's too scared.”

The man who's run over 80,000 auctions has a message for anyone waiting for the "perfect time" to buy: it already arrived, and everyone's too scared to see it.

Siobhan asked Damien Cooley straight, should buyers lean into this market? His answer flipped the FOMO script. His take, not advice, but worth hearing.

Catch the full episode, '80,000 Auctions and FOMO in the property market w. Damien Cooley', on the podcast with , via the link in bio, YouTube or your favourite platform.

16/07/2026

"I'll go five more, but that's it." Say that at an auction and you've just handed the room the keys.

I asked what actually works when you're bidding, and the answer was blunt: stop watching the auctioneer and start watching your competition. The tells are everywhere once you know what to look for.

Catch the full episode, '80,000 Auctions and FOMO in the property market w. Damien Cooley', on the podcast - via the link in bio, YouTube or your favourite platform.

16/07/2026

"I see my GP more often than that" The moment John realised his last financial adviser had ghosted him... and how the switch to Pivot felt for Greta.
Catch the full episode - 'How John & Greta cut tax and invested smarter as business owners' - featuring our clients on the podcast with via the link in bio, YouTube or on your favourite platform.

Stop marrying your employer.Your salary, your bonus, and your career are already tied to one company. If your portfolio ...
15/07/2026

Stop marrying your employer.

Your salary, your bonus, and your career are already tied to one company. If your portfolio is tied there too, you’re stacking risk instead of building control.

Vests feel like a pay rise because the number is big on the screen. The tax still shows up even if you didn’t sell. The price can fall while you’re deciding what to do.

That isn’t free money. That’s moving parts that can whiplash your cashflow and your mood if you drift.

Set rules that fire on vest day. Sell a set portion. Park the tax on purpose. Move the balance into a plan you control rather than a price you can’t.

If you believe long term, hold a portion by choice, not inertia. If you don’t, diversify so one company doesn’t own your future.

Loyal to the job. Independent from the stock. That’s control.

15/07/2026

Don't rush to lodge your tax return

The ATO will accept your return on day one, but employers, banks and Centrelink have until mid July or later to send your data through. Lodging your tax return too early means missing pre-fill information, and that can cost you deductions or land you with an amendment later.

General info only, not financial advice.

Address

Level M/388 George Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61280916881

Website

Alerts

Be the first to know and let us send you an email when Pivot Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category