Mo Money

This episode is a live recording of an online event that I did all around about how you can benefit from having a financial advisor if you've got a high income or if you've got any company up to 250k. Essentially, talking to anyone with a high income. Some of the things to be thinking about money decision-making as well as the considerations to make the smartest possible decisions and how a financ...

This session is a recording of a live event that I did in collaboration with the General Assembly, all on How to build a second income investing in 2022. So I talk a bit about what's going on in markets today, how you can capitalize on your new year's motivation to get some quick wins and start building some money momentum, as well as the ins and outs of investments. Also, how to manage risk when...

In this episode, I chat with Emily who's one of our amazing advisors at Pivot Wealth. We chat about Emily's take on where the share market and property markets are at today and what investors should be thinking about if they want to make smart investment decisions, as well as some of the lessons that she learned from helping hundreds of people with their money over the last years. And some of the...

This episode is an Investment and property market update for the month of December plus a bit of an overview of 2021 in review. I talk about some of the market trends that we've been seeing over the last little bit and over the last year and the things that investors should be thinking about how to make smart investment moves in.   Want to keep making the right money moves with complete confidence...

In this episode, I chat with Marcus Neto who's one of our advisors at Pivot Wealth. We talk about what he thinks is important for investors to be thinking about in the current environment, some of the hacks to create financial clarity and the power of that clarity in shaping people's money. Decision-making as well as some of the things that people should be aware of. If they're thinking about gett...

In this episode, I chat to Ben Walker who's an accountant at Inspire CA based in Brisbane, an accounting business that helps people be smarter with their taxes and ultimately minimize their donation to the ATO every year. Legally, we talk about some of the mistakes that people make when it comes to their taxes, the tax strategies that people should be thinking about to cut their tax bill, as well...

In this episode, I chat with Shane Hay, who is a fellow Financial advisor and Founder of Hayfield Private Wealth. He gives us his take on where the share market is that today, as well as the property market and some of the key mistakes that he has seen people make with their money at the moment, and the things that you should be thinking about if you want to be successful financially, and a couple...

In this episode, I chat with Michael Back who runs an amazing business called Human to Human, where he helps people, mainly businesses engage more with the people in their audience, but we draw on the lessons that he learned from helping a lot of people.  He worked with a lot of companies in financial services and financial advisors. So he sees a lot of people that help other people with their mon...

In this episode, I chat with Chris Gray from Your Empire buyers agents. Chris is a property buyer and through his business, he buys literally hundreds of properties every year for his clients. He talks about his take on where the market is at now, where he's seeing the value and where might be overcooked and facing a bit more risk, how to set up a property strategy to build a multi-million dollar...

In this episode, I talked to Fraser Jack, who's an ex financial advisor and content podcast superstar. He's done 300 plus podcasts with financial advisors. And we talk a bit about some of the lessons that he's learned about people and their money through that journey. He's like me, a massive nerd when it comes to behavioural finance and money psychology. So we ended up sort of getting a little bit...

In this episode, I chat with Aaron Christine David from Atelier Wealth. Aaron is a Mortgage Broker superstar who got crafting business help. A lot of people get into the property market and get on the front foot with their mortgages.  We talk about some of the trends that he's seeing in the mortgage space at the moment as well as the property market overall, what people should know about the chang...

In this episode, I chat to Siobhan McTiernan, who is actually our Head Relationship Manager at Pivot although she comes from a non-finance background. She's now a year into the role, having spoken to literally hundreds of people about the ins and outs of their money not coming from that space. I talked about some of the lessons that she learned, the observations, the mistakes that she saw people m...

In this episode, I cover off what to do next after making your first million dollars. So, it's really built around people that are putting in some work and creating a bit of foundation behind them for their wealth. I talk about some of the strategies that you can use to leverage existing wealth, to create more wealth. Some of the things to be aware of, we talk about tax planning quite a lot, how t...

This podcast is a recording of a live session I did with the legends at the General Assembly on how to set smart goals with your money, create an action plan, and how to get started. Essentially, I talked through some of the key things for you to be aware of, so goal setting or not having clear goals doesn't become a barrier to getting the results you want. I also talk about the key mistakes that...

In this episode, I shared my take on investments and the property market in November. I talk through some of the things that we're seeing in the share market economy, some of the trends from investors and the people that we're talking to. I shared how to push through the fear of not getting started with investing or the fear of making an investing mistake that leads you to not getting started. And...

In this episode, I talked to one of our lovely clients Hermione, who went through the planning process with her partner Dave. Both of them are self-employed. We talked a bit about how financial forecasting motivates them, understanding the effect of working at different rates, how that impacted their young family and their future as well as some of the things that surprised them about the planning...

This workshop will help you understand the property market, how to set up a COVID-proof property buying plan, and how to reduce risk when you buy property. With the interest rates at all-time lows, tech companies, the broader economy recovering strongly from COVID disruption, and the government splashing cash around like confetti, the property market is starting to boom. If you want to take advant...

In this episode, I chat with two of our lovely clients, Mike and Lena who have recently gone through the planning process of their journey. How they got aligned having come from different sorts of financial mindsets and experienced level backgrounds. Some of the challenges they encountered, how they navigated them, and how they set up a plan to get them into their dream home and start a family. Al...

This episode is a recording of a live event I did in collaboration with the General Assembly, all about how to avoid the key money mistakes. So I unpack the small and big mistakes that people make as well as dispel a handful of money myths to help you understand the things to look out for so that you can make the best financial decisions. I also unpack a couple of different frameworks that I found...

This is the final episode in the smart money challenge, where I'm talking all about the next steps and where to go from here. I'm going into some of the key things we are thinking to put the things that you've learned into action and how to make that whole process easier.   Want to keep making the right money moves with complete confidence? Upcoming online training events:  https://bit.ly/PivotEve...

Episode number six of the Smart Money Challenge is all about Setting achievable financial goals and how to set yourself up to make them happen. In this episode, I talk through a goal-setting framework that we use to guide people through the day in and day out that helps them to make better money decisions and to motivate themselves with the goals that they have. As well as the process that they ca...

This episode is season five in the Smart Money Challenge, where I'm diving deep into investing, helping you understand the key things that you need to know to invest smart, how to overcome the fear of making a mistake that so commonly holds people back when they do invest, the key questions that you need to ask yourself and answer to make smart investments and then winding into some of the specifi...

This is the fourth session for the Pivot Smart Money Challenge, where I'm talking all about automating your banking. So through the last few sessions, we've been working on creating the last budget that you need to prioritize your spending so that you can spend as much as you want on the day to day while still hitting your savings targets. If you haven't already checked those out, I would strongly...

In this episode, I'm bringing you the third part of the Pivot Smart Money Challenge, which is all about prioritizing your spending. So if you missed the last couple of episodes, be sure to go back and catch up. In particular, the last one which is all around actually lays out the nuts and bolts of your budget. Because in this episode I'm going to be talking through where prioritizing and prioritiz...

This is the second session in the Pivot Smart Money Challenge content. I'm bringing you in this episode the savings strategies that I found to work for literally thousands of people. Essentially how to create the last budget that you ever need backing up with the tools that you need to make it work. And if you didn't follow along on the last episode where I frame up the challenge, check that out o...