Pivot Wealth Limited
Investment Services
Know what’s happening
Access the private noticeboard for verified neighbours near you. Keep informed about any suspicious activity, send urgent updates to your neighbours when required and discuss emergency planning.
Get to know your neighbours
Browse the directory and start getting to know your neighbours. Don’t want to post to the whole neighbourhood? Send a private message.
Buy, sell and give away
Want to declutter your garage? Buy some used household items? Give away some garden stuff? Become a verified neighbour to browse and post items for sale. Trading is simple when everyone lives nearby.
Investment Services
We all have different goals and aspirations and only you know what is important to you. My role is to work with you to tailor a strategy and help you make the best decisions to get to where you want to be.
I specialise in all aspects of financial planning and investment advice. Some clients seek a full investment strategy and plan to protect and grow their wealth, while others are just starting out on their saving journey, and seek sound KiwiSaver advice.
Specialties: Personal Financial Planning, Investment Advice, Retirement Planning, KiwiSaver Advice and Australian Superannuation Transfers.
I am a financial adviser and I provide financial advice under the licence held by Booster Financial Services Limited (FSP28287), issued by the Financial Markets Authority (FMA). Please visit www.booster.co.nz... for more information and Disclosure information.
