Why Pivotal is Different

Pivotal is different because we aim to provide client-focused advice that is tailored to our clients specific needs.

Client-focused advice

Pivotal's Advisers each own their individual financial planning practices, which operate within the Pivotal network. As small business owners, our Advisers know that the success of their businesses is reliant on the committment that they provide to their clients. For Pivotal Advisers, their clients are not just another number; they are an integral part of their business. Pivotal Advisers seek to build a dedicated and long-term partnership with their clients and are committed to helping their clients through all the stages of their financial lives.

Tailored financial planning

Pivotal Advisers know that the key to providing high-quality advice is ensuring that the advice is tailored to their clients specific situation and needs. We're all different, with our own specific goals and objectives that we wish to achieve. We all have different attitudes to investment and risk, and we all have contrasting needs when it comes to how much risk insurance we need, or on how much we would like to retire. By providing tailored advice to their clients, Pivotal Advisers are able to develop a strategy that is the right fit for you.

Professional advice

Pivotal Advisers are highly skilled professionals who are backed by stringent education standards. We apply our own educational filter to our advisers (on top of industry standards) to ensure that our advisers are highly knowledgable, well trained and able to provide high quality advice. 

Peace of mind

Our main goal is to help Australians meet their financial and lifestyle goals and protect their families. But we also work hard to provide you with peace of mind. The peace of mind when you have sufficient risk insurance in place to protect you and your family. The peace of mind that allows you to sleep well at night, knowing that we have invested your hard-earned assets in a manner that you are comfortable with. And the peace of mind that comes with knowing that you have a committed and dedicated parntner by your side.

We're not alone

As part of the TAL Group, Pivotal is backed by Australia's largest independantly owned risk insurer, so we're small enough to provide highly tailored and personalised advice, and large enough to ensure that you have the right partner behind you.

To find out more about how a Pivotal Adviser can help you, contact Pivotal Financial Advisers.