Established in 2002, we offer a comprehensive financial planning service to our clients.

We work closely with our clients, assisting them to meet their financial and lifestyle needs. Everything from protecting the family against risk, maximising incomes, wealth accumulation or developing a retirement plan.

At Pivotal we advise individuals, companies and trusts (including superannuation funds) on a range of financial and retirement objectives – taking into account your risk profile, taxation position, pensions, cash flow and estate planning requirements.

Our Services

• Superannuation
• Retirement and Estate Planning
• Wealth Creation and Management
• Gearing Strategies
• Managed Investments
• Shares
• Estate Planning
• Self-managed Superannuation
• Personal Insurance
• Portfolio and ongoing review

Six Steps to Success

To ensure that you receive the best outcome possible we adhere to the following six-step process:

Step 1 Create your personal financial profile - The more information we can gather on your current financial situation, the better we can tailor a plan to suit your needs.

Step 2 Identify your financial goals - What are your objectives and expectations?

Step 3 Plan for future hurdles - Identify any personal financial issues that may arise and develop a plan for dealing with them.

Step 4 Prepare your financial plan - We’ll develop a plan and identify appropriate investments based on your personal financial profile, goals and level of agreed risk.

Step 5 Implement your financial plan - Put your personalised financial plan into action!

Step 6 Review and revise - Ensure your plan stays up-to-date and relevant to your current financial situation and the ever-shifting financial market place.

Our Difference

• Your personal financial adviser will be approachable and accessible
• You will receive proactive and personalised service from a qualified professional
• We offer a large selection of well researched investments
• Your financial plan will be tailored specifically to your financial situation and goals.

Securitor

Pivotal is an authorised provider for the Securitor Financial Group. After completing our own due diligence we decided on Securitor as our preferred financial services provider. Securitor was established in 1986 and has steadily grown into one of Australia's largest financial planning groups, with a reputation for innovation and technical excellence.