Pivot Wealth - Financial Planning

Highly recommend the team at Pivot Wealth. We worked with Tom Sturmann who has been our advisor for the past year and have been very happy with his guidance and support. The Pivot team have a great process, taking the time to understand our individual circumstances and goals. Tom and the team went to work and tailored a detailed plan for us which has already made a huge difference. Definitely worth having a chat to Pivot if your contemplating getting some financial advice.

We are having such an excellent experience working with Tom and the team at Pivot. Tom has been incredibly helpful, professional, and thorough. He took the time to explain everything clearly, ensuring we understood our options and felt confident in every decision. What really stood out was his attention to detail. Tom highlighted important aspects of our financial situation that we hadn’t even considered and brought potential opportunities and risks to our attention. His knowledge, patience, and genuine care made the whole process feel straightforward and stress-free. If you’re looking for a financial adviser who is knowledgeable, trustworthy, and truly has your best interests at heart, I highly recommend Tom and the team. We couldn’t be happier with the service we’ve received.

This is our second year of having Tom and the Pivot Wealth team look after our finances and we couldn’t be happier. From the goal setting stage to running through complex investment strategies, he always takes the time to explain everything thoroughly and answer any questions we may have. Whatever your life & financial goals are, they will be able to provide a pathway to get you there. We are very impressed with the wealth growth results and can’t wait to see what the future brings!

We've had a very positive experience working with Tom Sturmann from Pivot Wealth. From our first meeting, Tom was enthusiastic, attentive, and took the time to really listen to our goals and circumstances. He formulated a financial plan that was tailored to our needs rather than taking a one-size-fits-all approach. Tom has also been very responsive and approachable whenever we've had questions. It's still early days for us, as we've been clients for less than six months, but based on our experience so far, we're very optimistic about the future.

I've been working with the Pivot team and more specifically Tom Sturmann for almost a year now. I have dealt with other financial advisers in the past but I have to say Tom and the team are shoulders above. The initial onboarding process, understanding our goals, regular updates and check-ins, and so much more, has been excellent. I wouldn't hesitate to reccomend. Very pleased we made the switch.

I signed up for a full year of advisory services after doing a free chat with one of the team after following their social media for a long time. The initial chat seemed good and sounded very in line with what gets mentioned on social media, but obviously tailored. I did my research, looked into reviews, I thought I was prepared, but now I've gone through the process and come out the other side, there's further questions I would have asked and looked into before signing on. A BIG issue is them not being able to talk about anything tax related, their calculations for my tax implications were around $20k off, causing a hefty tax bill that was unexpected with shifts in my investments. As part of their advice they outsourced and referred other agencies for wills, insurance, brokerage, buyers agents, and couldn't help with tax planning or strategies. It was not the 'one stop shop' that I was sold after saying I was time poor and happy to spend a bit more to get a more complete financial package, this was pretty disappointing. It made for a very disjointed process. Then when I mentioned I would not sign on for another it was a pretty bare email with answers to a few questions, but that was it. Also, the 'program' and catchups for the '12 month program' only went for 10 months, so when they say you get '2 months free' its pretty misleading. Also, not a big fan of getting prompted multiple times to do the regular 'anonymous reviews' after each stage because the team get bonuses based on their review rate - didn't quite sit right that the reviews were being asked for as a financial grab for the team rather than trying to improve. Overall, I learnt some things, but mostly because I did my own research and asked questions for clarification. Understand that not everyone will find a good fit the first time round, but for the price point, this did not reflect the level of outcome for me.

Have enjoyed working with the Pivot Team and having them come up with a plan of attack to achieve our wealth goals. Brings peace of mind knowing our wealth is being taken care of. And the process is even more simplified by having an inhouse Broker, this just save us the time of shopping around for finance as it's all done for you. If your looking for a one stop shop Financial Planner then this is for you.