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ifa Excellence Award – Company award winner at the ifa Excellence Awards 2018

ifa Excellence Award – Company award winner at the ifa Excellence Awards 2018

The ifa awards are an annual event recognising “the very best” professionals and businesses “who are helping to form a more ethical and effective industry” in the independent advice and wealth management space.

The winners of the fifth annual ifa Excellence Awards were announced in a ceremony at the Hyatt Regency in Sydney on Friday night.

We are very proud that we were the winner of the ifa Excellence Award – Company. This award was chosen by the ifa Excellence Awards judges and not through a nomination process. The Excellence Award recognises the year’s top performing business, highlighting excellence in independent financial advice coupled with a true passion for the industry. We were also announced as the winner of the Best Client Servicing – Company award.

In addition, we were finalists in the following individual categories:

  • Will Hamilton as Industry Thought Leader of the Year, having been the winner of this award in 2017
  • Ian Gillies as Best Client Servicing – Individual

To receive the ifa Excellence Award – Company as the year’s top performing business for 2017/18 is a fantastic reflection of our whole team at Hamilton Wealth Management, as well as our clients. Being an award decided by the judges means significantly more to us as a business than any individual award.

Congratulations to the whole team at Hamilton Wealth Management for all your work in 2017/18.

For the full list of winners, read the ifa Excellence Awards website.

Best Client Servicing – Company award winner at the ifa Excellence Awards 2018

Best Client Servicing – Company award winner at the ifa Excellence Awards 2018

The ifa awards are an annual event recognising “the very best” professionals and businesses “who are helping to form a more ethical and effective industry” in the independent advice and wealth management space.

The winners of the fifth annual ifa Excellence Awards were announced in a ceremony at the Hyatt Regency in Sydney on Friday night.

We are very proud that we were the winner of the Best Client Servicing – Company award.  This award recognises the nation’s most effective advice business when it comes to delivering a winning client experience, taking into account the business benefits associated with effective client service/satisfaction. We were also announced as the winner of the ifa Excellence Award – Company.

In addition, we were finalists in the following individual award categories:

  • Will Hamilton for Industry Thought Leader of the Year, having been the winner of this award in 2017
  • Ian Gillies as Best Client Servicing – Individual

Individual awards are nice to receive, but at Hamilton Wealth Management we regard our business as a partnership and we are very proud of our whole team.

To be recognised for the whole business with the Best Client Servicing – Company award is a fantastic achievement for the whole team. We see client servicing as a very strong element of our culture here at Hamilton Wealth Management.

Congratulations to the whole team for all your work in 2017/2018.

Read the full list of winners at the ifa Excellence Awards website.

Meet the Manager, Wingate Group, October 2018, Lunch

Meet the Manager, Wingate Group, October 2018, Lunch

Hamilton Wealth Management and Wingate Group jointly hosted a lunch on Thursday 25th October 2018 at the offices of Wingate Group, Level 48, 101 Collins Street, Melbourne for the clients of Hamilton Wealth Management.

 

For further enquiries please do not hesitate to contact us on 03 9275 8888.

 

 

Podcast 17 – Investor Insight, August 2018

Podcast 17 – Investor Insight, August 2018

Will Hamilton, Ian Gillies and John Green discuss investment markets, their concerns and fixed interest.

“We live in interesting times. As we have repeatedly mentioned for the last 2 years, the largest threat to markets is rising interest rates.

Firstly, to you Will, how do you see the markets reacting? …”

Click on the podcast link below to learn more.

Investor Insight 64, August 2018.

Investor Insight 64, August 2018.

We live in interesting times. As we have repeatedly mentioned for the last two years the largest threat to markets is rising interest rates.

An area of concern is that there is an element of herd investing at the moment. In other words, investors are being attracted to the same asset classes. We strongly believe that in an environment of increasing interest rates one clear departure from what we have seen for the last 10 years will be an environment where passive investing will lose and active investing and differentiated investment strategies will prosper.

Please do not hesitate to contact either Ian Gillies, John Green or myself on 03 92758888 if you have any queries.

Kind Regards,

Will Hamilton

 

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Paul Bassat, October 2018, Dinner

Paul Bassat, October 2018, Dinner

Hamilton Wealth Management hosted Paul Bassat on Wednesday 10th October 2018, at Kooyong Lawn Tennis Club on the topic of Entrepreneurship.

For further enquiries please do not hesitate to contact us on 03 9275 8888.

Paul is a co-founder of Square Peg Capital.

Prior to founding Square Peg, Paul co-founded SEEK in 1997 and served as Joint CEO from 1997-2011. SEEK is the world’s largest online employment business and has market-leading businesses in Australia, China, Brazil, Mexico and throughout South-East Asia.

Paul is a director of Wesfarmers Ltd and a Commissioner of the Australian Football League (AFL).  He is also on the board of Innovation Australia, the Peter MacCallum Cancer Foundation and the P&S Bassat Foundation. Paul started his career as a lawyer and practised for 6 years.

Paul holds a Bachelor of Laws and a Bachelor of Commerce from The University of Melbourne.

Financial advisers slam ‘harsh’ education standards, exams (AFR 31/07/18)

Financial advisers slam ‘harsh’ education standards, exams (AFR 31/07/18)

The advice industry has been given plenty of opportunity to self-regulate and develop as a true profession. However, many of the industry bodies in the financial advice sector have acted like trade unions, representing the interests of their members before clients and acting on their own as individual bodies with different sets of interests. They have not spoken with one voice. As such these bodies lost the opportunity to speak as one industry and self-regulate

Change is being demanded by the public, regulators and government and there is a drive to deliver a homogenous and well regulated industry where the interests of ­clients are paramount.

Critics of greater regulation argue that you cannot legislate for ethics or trust. The fact that the correct balance between law, regulation and trust has not been achieved is why a line is now being forced on our industry.

https://www.afr.com/business/banking-and-finance/financial-advisers-slam-harsh-education-standards-exams-20180730-h13ayz

or Click below for further details

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Finalists announced for 2018 ifa Excellence Awards (ifa 25/07/18)

Finalists announced for 2018 ifa Excellence Awards (ifa 25/07/18)

Hamilton Wealth Management nominated for three categories and we are proud that we’ve been announced as finalists in all three categories (Thought Leader of the Year – Will Hamilton, Best Client Servicing – Individual, and Best Client Servicing – Company) in the 2018 ifa Excellence Awards.

Additionally, our risk partner Sarah Hackney from Full Circle Wealth has been nominated as a finalist in the category of Risk Advisor of the Year.

See the complete list of finalists for the 2018 ifa Excellence Awards

The winners of each of the 22 award categories will be named at a special event on 7 September at Sydney’s Hyatt Regency.

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Now the $1.6m super cap kicks in (The Aust 10/07/18)

Now the $1.6m super cap kicks in (The Aust 10/07/18)

The financial year just ended was the first in which the transfer balance cap of $1.6 million became applicable to all superannuants. The cap is the cumulative maximum a super fund member may transfer into retirement phase (tax-free pension) over their lifetime.

https://www.theaustralian.com.au/business/wealth/now-the-16m-super-cap-kicks-in/news-story/1fd9f53001fba2d4befaca33277e8db3

or Click below for further details

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As economy faces headwinds, active management in comeback (The Aust 03/07/18)

As economy faces headwinds, active management in comeback (The Aust 03/07/18)

Last month, I attended an investment conference in Berlin to hear the views of fund managers and wealth managers speak about investment markets. My key takeaway from the presentations of relevance for the Australian market is that uncertainty in a number of areas is creating potential headwinds for investors.

However, I don’t share the view that there will be a significant correction in global equity markets in the short term.

https://www.theaustralian.com.au/business/wealth/as-economy-faces-headwinds-active-management-in-comeback/news-story/254a6fbd960030f68d36c3f040a8ed7a

or Click below for further details.

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