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Showing 1 - 8 of 8 results for "Pivot Wealth"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... also highlighted the importance of demonstrating value and building trust to foster "quality advice relationships." Pivot Wealth founder and adviser Ben Nash said demonstrating return on investment (ROI) and the value of financial advice needs to take ...

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... international share markets is a concern for many clients, particularly as indices tether along correction territory. Pivot Wealth founder and adviser Ben Nash said he works with many clients that work in the technology space such as Apple, Google, and ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... applications were successfully registered during the period. Addi House principal and financial adviser Kearsten James and Pivot Wealth founder Ben Nash are some examples who drove the trend in 2021. "Being able to reassure clients that I am unconflicted ...

FS Power50 highlights most influential advisers in 2019

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
... an average LinkedIn following of 1984 - up significantly on 2018's average of 1300. For the second year running, Pivot Wealth's Ben Nash is the most popular on LinkedIn with 15,628 followers. A growing number of advisers on the list now use Instagram ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... in Advice Award," Kewin said. Finally, the AFA and TAL Excellence in Education award was presented to Ben Nash of Pivot Wealth. Nash is founder and director of Pivot Wealth and author of the Amazon best-seller 'Get Unstuck: Your Guide to Creating ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Excellence in Education Award Kearsten James, Cooper Wealth Management Joseph Meawad, Trinity Financial Advisers Ben Nash, Pivot Wealth Nicola Schneider, Robina Financial Solutions

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... finalists are Kearsten James of Cooper Wealth Management, Joseph Meawad of Trinity Financial Advisers, Ben Nash of Pivot Wealth, and Nicola Schneider of Robina Financial Solutions. The nominees for the award are judged on how they continually invest ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... including: - Philip Kewin - AFA - Don Sillar - ANZ Wealth - Jenny Brown - JBS Financial Strategists - Ben Nash - Pivot Wealth - Laura Halbert - ANZ Wealth - Chris Browne - Rising Tide Financial Services The award will be presented at the AFA National ...
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