Pivot Wealth - Financial Planning

James 2 months ago

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.

Jess Napper 2 months ago

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.

Martyna B 2 months ago

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.

Russell stephenson 2 months ago

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.

Timo Nieuwoudt 4 months ago

The team have been great to work with. I've found that not only have I got a solid financial plan, but Joseph (my advisor) has been great at educating me along the way. Mason (behind the scenes) has been great on explaining practical steps, and helping me move the admin (which I dreaded most!) forward. Good advice, great support and regular check ins to make sure we stay on track, makes me comfortable to recommend Pivot.