Mo Money

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...

I'm really pumped to be bringing you this episode and the next handful that is coming where I'm going to bring you the Smart Money Challenge, which focuses on some practical tips, hacks frameworks and strategies that you can use to set up a game plan to get more out of the money that you have now. So over the next half dozen or so episodes, I'm going to be guiding you through what I found to be th...

This episode is a live recording of a session on ideas on how to get smarter with your money. It's all about the key frameworks that you need to understand to set your financial foundations, how to understand investing and sort of the broad brushstrokes of what drives money success, as well as the key questions that you need to ask and answer to get the results that you want with your money. Also...

In this session, I chat with Misa who has recently gone through the planning process with her partner. We talk about how they got themselves aligned in terms of the things that were most important for them to pursue with their money, how they tackled the couples and joint decision-making around setting their pathway moving forward as well as how they automated their savings success to lay the plat...

In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process.  These guys did a really great job on leaning in...

This is a session I put together all about trusts and how they can be used to save you a ton of money when you invest. I get a lot of questions about this so I wanted to unpack the key things that you need to know about how trusts work, how they can save you tax, where they are helpful, where they're less helpful, as well as some of the trust mistakes to look out for and things to avoid. If you go...

In this session, I cover the September monthly market update, covering some of the things that are happening with the share markets and property markets around the world. The COVID wobbles, filtering through big tech stocks at the moment, what's going on with the potential changes to mortgage assessment rates and what that could mean for growth in the property market. Some of the economic data tha...

This episode is a presentation I recently put together on WTF is financial advice and it came off the back of a bunch of questions that I've been getting lately around what advice is, and how it works. What are the things that you should be thinking of when you're going down this path and I sort of unpacking the key issues, the mistakes that people make when going, looking for advice and going thr...

This episode is a recording of a live online session that I did on Personal Investing 101. I talk about investing basics, investing tax on investments, some of the key considerations that you should be using the potential of investing at different levels regularly. Trade-offs the key considerations around investing and how to plan out an investing strategy as well as many investing mistakes and di...

In this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for her money and investments, which had a bit about guilty spending and, and guilty saving and how it is easy to fall into the trap of feeling like you're not saving enough, how she tackled ethical investing and setting up an ethical investment portfoli...