Are you a young professional confused about your finances and feel like you could be getting more out of your finances?
Are you unsure where you’re heading financially, and worried you’re going to be forced to work until you’re too old to live the lifestyle you want? You’re not alone. It’s time to take control at Work-Shop.
This class will help you cut through the jargon and confusing financial terminology and get some clarity when you’re trying to get ahead with your money.
You’ll be able to figure out how to get started on your own financial plan so you can live a lifestyle and not be held back by the amount of money you make.
Ben has been a Financial Adviser and Wealth Coach to a broad range of people, but noticed young professionals, executives, and business owners were the most confused when it comes to their personal finances.
He helps these people break down the confusion surrounding financial strategies and products and make smart decisions with their money.
Ben started Pivot Wealth to help young people get the most out of their finances and get ahead financially so they can live the lifestyle they want.
He started teaching these courses to help people understand the basics and take control – without all the jargon and confusing financial guff.
Firstly, there were a number of positives to the workshop (the cupcakes were Delish and the brief sounded fabulous), but unfortunately I also experienced a few problematic elements. First, the venue (in Pitt st in a very business environment) was, I felt, not in keeping with the culture of Workshop. It was quite a confronting, corporate environment, very sterile and absolutely reflected the traditional notions of 'the man'. I also felt that the event was over catered-a lot of emphasis, time and no doubt my fee was spent on sandwiches, alcohol and fancy soft drinks. I would have much preferred more time spent on financial information and a lesser fee. Finally, and most importantly, the workshop was not overtly informative. It promised to 'cut through the jargon'- yet Ben talked prinarily in profession focussed language. It also promised to help us organise our finances and take control of them so that we could have a plan that reflected our lifestyle. This did not happen. The main take away message from this workshop was to come and see Ben at his firm for further advice at an additional cost. While I understand that everyone's finances are different, I felt that the course promised a generalised plan for the target group of young professionals. I do not feel that this fulfilled my expectations or the brief of the workshop.