Ben Nash

Pivot Wealth

Gold
11 Yrs Experience
Sydney, NSW 2000

Recent reviews

Pivot Wealth

Level 12, 64 York St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Pivot we work under a fee only basis, meaning we do not accept any sales commissions, kickbacks, or other fees that might impact the quality or integrity of the advice we provide. At Pivot we value transparency and honesty throughout our entire Financial Advice and education process, and would be happy to chat you through exactly how our services might benefit you.

Licensed by

Fish Tacos Pty Ltd

AFSL 533055

4.95
12 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Ben put me at ease from the first time I met him. He helped me understand options I didn't know about and I now feel like I actually have a plan and am happy with where I'm heading financially."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben helped me completely overhaul my finances with great results. Before I went to see Ben I thought I was doing OK, but Ben helped me in areas I didn't even know I needed it! He makes it easy to understand the confusing financial stuff, and you can tell he is really passionate about what he does. I would highly recommend Ben to anyone looking to make smart financial decisions."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben really helped me take control of my finances. With his advice I feel like I am getting ahead financially much faster than I was when trying to do everything myself. Ben's customer service is fantastic and he always makes himself available if I have any questions or need help with any part of my finances. Thanks!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben was a great help in getting my finances sorted. He explained my options in a way that was easy to understand and helped me choose the right strategies to realise my goals for the future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When meeting Ben I was unsure of the benefit of having a financial adviser, but the help he has provided has been invaluable. I now have a clear path toward my financial goals for the future and have confidence in the direction I am heading."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I came to see Ben confused about my options and unsure of how to achieve my financial goals. He helped me develop a clear financial plan to move toward my objectives, which I am now doing with confidence!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fantastic advice and customer service, keep up the good work Ben!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I'm extremely happy with the advice I have received from Ben and would definitely recommend him to anyone looking for a quality adviser. He explains complex issues in an easy to understand way and makes me feel confident I am moving in the right direction to achieve my goals."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Economics and Finance)

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Ben's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Ben able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Ben's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Ben to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ben?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ben provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Ben may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Ben Nash
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens