Do you want a business that pays you while you’re on holiday?
No this isn’t another course, we actually help you implement this in your existing business. The same system that scaled a firm 9 to 50 team, freed the founder for a three-month holiday, plus grew a development fund to $25M…
About The Team
operators · founders · embedded partners
At 27 I gave up advising on $150M of entrepreneurs, tech millionaires, and professional athletes’ money - to go build businesses instead.
Turns out it’s more fun to help people build businesses than to spend their millions.
- 2021Joined Pivot Wealth - advising high-income founders, tech founders, and professional athletes.
- 2022Took over ops. Wired tech through the firm. 5× revenue. 9 → 50 team. Australia’s Most Awarded Financial Advice Firm. AFR Fast 100.
- 2023Joined 6 boards across 6 industries. Co-founded Smart Money Accelerator - scaled to $350K/month in upgrades.
- 2024Built proprietary AI into financial services. 1.2M+ client tasks automated. $17M+ in client revenue moved. Thousands of leads a week.
- 2026Sold Smart Money Accelerator to Pivot Wealth.
- TodayPartnering with service business owners doing $3M–$10M. We’ve lived inside these businesses, built the AI, elevated the teams, and exited. We bring the same to yours.
Do you know what the quickest way to make more profit in your business is?
There are 5 levers - check which is quickest for you.