Why Pivotal?

Finding the right financial coach is a pivotal element in reaching financial goals.

Pivotal Advisory was established with a number of underlying principles and values in mind. Not only do we want to be excellent in terms of the technical financial advice we provide, but we also value delivering that advice in clear terms.

  • Range of services

    Our scope of service varies from client to client, and we can be involved in as many aspects of your finances as you want. We can be the one-stop-shop if required, as we can help with cash management, insurance planning, KiwiSaver advice, investment planning, mortgage management and business consultancy.

 

  • Expertise

    Clients have peace of mind that they are receiving honest, qualified advice; from professionals who understand the value of getting it right and are committed to making a difference over the long-term.

 

  • Transparency of business practice

    How we operate is very clear. There is nothing hidden and hopefully no surprises. Fees are fair and fully disclosed up front.

 

  • Local and accessible

    We are a local Palmerston North company, with a desire to assist clients in the wider Manawatu and beyond. We are separate from any Nationwide chains, and have the autonomy to provide the right advice. In addition, our offices have plenty of free car parking available for clients.

 

  • Fun environment

    Although finance is a serious topic, we firmly believe that all of life matters, and we want to do business in a fun, enjoyable way. We love having fun while we work, and enjoy a wide range of interests outside of work that contribute to being well-rounded people.

 

  • Focus on relationship

    Our business is all about relationship and trust. Trust needs to be earned over time, and we are humbled by the trust given to us by our clients. It is pleasing that most of our new clients come from referrals from existing clients.

 

  • Nothing to lose

    We offer our initial consultation free of charge, and without any obligation to do anything further with us. This helps provide potential clients with an opportunity to safely ‘check us out’, and to determine whether we are the type of people they want to build a relationship with.