Hi, I’m Tim 👋
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. 1.5M+ client tasks automated. $22M+ in client revenue moved. Thousands of leads a week.
- 2026Sold Smart Money Accelerator to Pivot Wealth.
- TodayPartnering with financial services firms doing $2M to $10M. We’ve lived inside these firms, built the AI, elevated the teams, and exited. We bring the same to yours.