Mo Money

In this episode, I chat to Paul Garner for the Ethical investing series. Paul is a Financial Advisor based in Adelaide who is super passionate about socially responsible investing. His business is built around helping people figuring out what’s important to them and then how they can introduce those values into their investment portfolio.    I chat to Paul about not only ethical investing but also his take on the market at the moment, how people should go about figuring out what is actually important to them, what some of those categories are and we debunk with a bit of jargon there that can be quite confusing and the top tips for people that are interested in socially responsible investing but don’t know what to do next.      Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talk to James Taylor, who's the head of ESG or Environmental Social Governance investing at Elliston capital. James has been managing money and investments for PR professionally for over a quarter of a century.   This session is the first of the ethical investment series that we're currently putting out. We get James to unpack what the different types of socially responsible or ethical impact investing actually are.   Some of the jargon that sits around it helps you understand what you should be thinking about. If you are socially responsible, investing is something that's important to you, and then how you can choose a company that can deliver the investment outcomes you want.   He also unpacks whether socially responsible investing is something you should expect to detract from your returns and how you can tell.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This session is a recording, a live event that I did in collaboration with the General Assembly and Raiz Invest on how to buy your first property. I go into property market basics, the things that you need to be across to get into the market. Some of the different numbers around how to figure out how much deposit you need, things like lenders, mortgage insurance, how to set up a property strategy who can help you with your property, how to plan, and the difference between buying properties and investment versus your own home and why that's really important to you.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we talk about their experience with the advice, how they tackle to get started with some of their money journey and some of the big decision that they’re making, some of the things that surprise them and about the advice process. They talk a bit about, they’re already good savers but how a simple sort of budget savings planner was an absolute game-changer for them. We covered how they planned around their family and that alongside some of the investment side choices that they made as well as some of the things that I supposed tips where they think that having support around your decisions is a driver of better results.     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I chat to one of our long-term clients, Oliver who we've been working with for a bit over four years. We talk about his pathway to purchase his first property. When he previously thought it was unattainable and unrealistic, some of the strategies and tactics that allowed him to get there as well as his take on how to make sure that when you think about planning with your money, that you prioritize your lifestyle and enough to give you the holidays and the personal things that you want but find a quality balance between getting the financial outcomes that you want as well.     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talk to one of our amazing clients, Clare Sheng. She is a cracking business owner with her business, The Fitting Room on Edward which basically dominates the market for custom alterations on clothing and suits in Brisbane. We talk a bit about Clare's journey with financial advice, some of the things that surprised her along the way. We chat about how Clare had a big shift around the business, how she could actually leverage it to create investments in assets, outside of the business, how she built the confidence or broke through the fear of taking action when it comes to investing to get started and build a bunch of investments and make it make a bit of cash along the way. As well as some of, I suppose the things that Clare thinks is important for people if you're looking at getting help with your money, we had a bit of a laugh about Clare’s knitting addiction as well. Hope you guys enjoy it.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did strategic sort of planning work for. He talks about his journey with the advice process, some of the tangible results that he got and for him, a big part of what we did was around building his financial confidence giving him permission to spend and some clarity of where he was headed financially and the ability to tweak and refine things to find a better balance between enjoying his lifestyle now and getting to the financial results to make sure that his financial future was set up as well. Karim talked about how we build that confidence, what actually drove that and where he sees the opportunity, I suppose, for people that are grappling with some of these decisions. And we also talk about Karim's creative investment strategy to save himself $20,000 a year.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a recording of a live event I did in collaboration with the General Assembly and Raiz Invest all on how to nail your money mindset. I talk about and go deep into psychology and it's all super impactful with our money decision making. So I talk through some of the money mindset mistakes that I see and some of the most painful ones and how you can avoid them. I talk a bit about learning beliefs and how they can impact your money decision making in practice as well as case studies and examples that I’ve seen from people over my travels as well as how you can avoid and set yourself up for success when it comes to mastering your money mindset.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

With the interest rates at all-time lows, tech companies and 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 advantage of the current property market opportunities, now more than ever you need to be ready to act. But recent increases in values have made it more and more difficult to get into the market, meaning today more than ever you need to be smart about HOW you buy property. 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.     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talked to Cameron Airlie who's a real estate agent for NG Farah. He has been helping people buy and sell a property for over 20 years. We talk a lot about how to deal with real estate agents, how to negotiate, which obviously is heavily involved in selling his client's properties as well as his take on the market, the opportunities for buyers, the opportunities for sellers and some of the mistakes that he sees people make.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog