Finalists for NSW Business Chamber Awards

We are delighted to announce that we have been nominated as Finalist for Excellence in Small Business for the NSW Business Chamber Awards, Sydney City. A massive congratulations to our Director, Scott Miller for being Finalist for the Young Entrepreneur category. This wouldn't be possible without the support and trust from our clients and AMP.

 
 
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Another Fantastic Win for First Class Wealth

What an awesome night for First Class Wealth at the Fund Manager of the Year Awards 2017. Huge congratulations to Scott Miller for taking home Young Achiever of the Year and William Kim for being recognised as a Finalist. Well done to all the other winners. We are all champions.

 

FPSG Case Competition

Thank you to FPSG for inviting us to this wonderful night. It was inspiring to see the future generation of financial planners tackle challenging cases. We are excited to see great things from each of you in the coming years.

Shout out to Kinza and Vidushi - great to see you in action and we are proud to have you as a part of our team.

 

First Class Wealth Named Finalists For Money Management's Young Achiever of the Year 2017

Wow! Thank you Money Management for this wonderful recognition. We are honoured and humbled to have two of our team members Scott and William be recognised as finalists for Young Achiever of the Year 2017. We wouldn't be here without the trust and support we have received from our clients, so our win is your win.

 
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Stars of Southern Highlands Meet and Greet

What a lovely way to spend our Wednesday. Director, Scott Miller and Sharon Lee represented First Class Wealth at the Stars of Southern Highlands meet and greet. It was a lovely night of nibbles and drinks as we were introduced to the ten brave stars that will be performing on May 19th. Grab your tickets now to get the best seat at the table.

http://mittagongrsl.com.au/event/dance-for-cancer/

 

Cancer Council's Stars of Southern Highlands - Dance For Cancer

We are absolutely delighted to be the naming sponsor for this year's Cancer Council's Stars of Southern Highlands charity event.

This charity goes above and beyond to help raise awareness for cancer and as a holistic financial planning firm, we value the work that charities, such as Cancer Council, do for the community. Put on your dancing shoes, show your support and Dance For Cancer!

 

Featured Article From TP3

Thank you TP3 for featuring us in your Ideas blog!

As a prestigious training centre for professionals and businesses, Irene Gerardi from TP3 was fascinated with the Swedish six-hour working day, and whether this method of working increased efficiency within a business. She set off to search for an Australian company that was shifting how working days should be structured. First Class Wealth understands that our work culture should reflect the open and trusting relationships that we have with our clients. We believe in a work-life balance, and minimising stress is key to not only a happy co-worker but a culture that is unique.

https://www.tp3.com.au/ideas/6-hour-working-day-success-story-australian-business

 
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What a wonderful article spotlighting our mission in Bowral! Written by Victoria Lee from Southern Highlands News, the article showcases an Highlands expat returning back to his home town to make a difference to the community. Click on the link below to read the full article.

http://www.southernhighlandnews.com.au/story/4509969/returning-home/?cs=262#slide=2

 

Big Announcement!

We are delighted to announce that First Class Wealth will be sponsoring the Highlands Youth Dance Project, a youth dance company run by Pointe Dynamic Arts located in Moss Vale. This youth dance company gives students an opportunity to work together to create works of various dance styles, as well as, learn the logistics of running a dance company (a skill that is often overlooked as a budding dancer).

We are a proud sponsor of youth performing arts in the Southern Highlands and we look forward to seeing these young artists flourish under the mentorship of Monique Barrios, Director of Pointe Dynamic Arts. We believe that our kids are the future leaders of the world, so why not start with them!

For more information about Pointe Dynamic Arts, visit their website www.pointedynamicarts.com.au and don't forget to add them of Facebook @pointedynamicarts.

 

New Southern Highlands Office

First Class Wealth is now located in Southern Highlands. We are located at the Regal Professional Centre in Mittagong.

First Class Wealth aims at providing holistic financial advice for clients to help them achieve their ideal lifestyle. Call now on 02 8315 2162 to schedule an appointment with our dedicated team of advisers.

 

Seeking Financial Planning Intern to Join Our Company. Immediate Start.

We are an expanding boutique financial planning firm located in Sydney CBD. We are looking for an outgoing and responsible English speaking university student to provide assistance with financial administrative support for our advisers and associates.

If you have an interest in financial planning, this is the role for you. You will be given industry experience and technical training from experienced advisers with the potential of a permanent role for the right candidate.    

Job Title: Financial Planning Intern  

Job Type: Part-time 11am-5pm, two days per week   

Start Date: February 2017

Duration of Internship: Three months

 Main Duties/Responsibilities

· Liaise with financial institutions to gather information on client portfolio details (I.e. super insurance checklist). 

· Implementation follow up.

· Prepare meetings and manage diary e.g. meeting packs, client summaries.

· Maintain client databases (e.g. scanning in forms etc. after meetings and naming appropriately).  

· Keep advisers/associates up to date with weekly product and legislative updates.  

· Assist in maintaining compliance e.g. checking if forms/IDs are present on database.  

· Assist in preparing for events such as meetups/seminars.  

· Assist with marketing projects.   

· Provide general administrative support.  

Desired Qualities and Skills

· Strong interest in personal financial planning and wealth management. 

· Basic knowledge of investment concepts (stocks, bonds, mutual funds, etc.).  

· Strong communication skills, both verbal and written.  

· Aptitude and passion for learning new things quickly with a strong work ethic. 

· Strong proficiency in Microsoft Office, including Word, Excel and PowerPoint.  

· Proven technical, analytical, and problem solving skills.  

· Ability to handle confidential information with professionalism and maturity.   

· Capability to excel in a team environment.  

· Good organizational skills, systems acumen and attention to detail.  

· Ability to prioritize and complete multiple time-sensitive tasks. 

· Proactive planning and responsiveness to urgent need.  

· Demonstrate maturity in interpersonal interactions as well as flexibility and adaptability to changing needs. 

For successful candidates, your first round of interviews will consist of a ten-minute pitch presentation on why we should hire you. Please cover the following in your presentation:

· Tell us about yourself both personally and professionally and where you want to be in the future.

· What makes you unique and why we should hire you over another candidate?

· What contribution are you going to make to the company to secure your position here?

· Any final comments that you would like to make that we should take into consideration.

Please be considerate of the ten-minute time limit. You may choose any presentation style that best suits you, such as, regular interview style, power point presentation, stand up presentation. Use your imagination in how you portray yourself.

If successful, you will be asked back for a more in-depth interview with the Director and Office Manager.

 

Media and Communications Intern Wanted ASAP

First Class Wealth is looking for a second or third year university student studying media and communications to join our team for three months starting 15th of February 2017 through an internship.

First Class Wealth is a multi-awarding winning boutique financial planning firm located in Sydney. If you have an interest in communications in the financial industry, a desire to further your experience and reach, this is the role for you. You will be given industry experience and a technical understanding of financial language and how to communicate to clients.

Title: Communications Intern

Type: Part-time 11am-5pm, two days per week

Start Date: 15th February 2017

Main Duties/Responsibilities

· Research and write articles for our website blog

· Each week will be a different topic for you to research and submit

· Research and write submissions for awards and charities for First Class Wealth and liaise with our Director and Office Manager to further hone your skills in this area

· Assist with the communications aspects of the marketing projects through our various social media platforms

· Provide general administrative support in relation to media and communication needs of First Class Wealth

Desired Qualities and Skills

· Strong interest in media and communications writing

· A vast vocabulary to cater to clients and professionals when writing

· Strong communication skills, both verbal and written

· Aptitude and passion for learning new things, quickly and with a strong work ethic  

· Strong proficiency in Microsoft Office, including Word, Excel and PowerPoint  

· Ability to handle confidential information with professionalism and maturity   

· Capability to excel in a team environment while also working independently on tasks

· Good organizational skills, systems acumen and attention to detail  

· Ability to prioritize and complete multiple time-sensitive tasks 

· Proactive planning and responsiveness to needs within the business

· Demonstrate maturity in interpersonal interactions as well as flexibility and adaptability to changing needs

 

Starting 2017 With A Bang

The team - Sharon, William, Scott and Stevan

The team - Sharon, William, Scott and Stevan

What a way to start 2017! We are honoured and humbled to be awarded National New Practice of the Year for 2016 and a personal shout out to Scott Miller who received an award for National New Adviser of the Year for 2016.

Thank you to all our friends, family and clients who have been with us since the beginning. We would not be here without your support and dedication to our team.

First Class Wealth is aiming high this year and will be delivering something very unique and different for anyone who receives advice in 2017. We hope you will join us on the path to financial freedom, happiness and wellbeing.

 

We would like to share some exciting news!

First Class Wealth have been awarded the 2016 New Practice of the Year award across all AMP Financial Planning Businesses in NSW and ACT Metro. This has been our third year in a row since 2014. This award recognises new Financial Planning businesses who demonstrate an outstanding dedication to their clients, community, and profession as a whole. First Class Wealth is a finalist and now competing for the National New Practice of the Year Award and Value of Advice Award.

A personal congratulations to Scott Miller, Director and Financial Planner at First Class Wealth for winning the New Adviser of the Year 2016 for NSW and ACT Metro. He has dedicated many years in achieving the best financial outcome for his clients to live the lifestyle they dream and is now a National Finalist for New Adviser of the Year 2016.

This has been an incredible year for us and we appreciate the support that our clients have shown us through the years.

 

INTERN WANTED

We are an expanding boutique financial planning firm located in Sydney CBD. We are looking for an outgoing and responsible English speaking university student to provide assistance with financial administrative support for our advisers and associates.

If you have an interest in financial planning, this is the role for you. You will be given industry experience and technical training from experienced advisers with the potential of a permanent role for the right candidate.   
 

Job Title: Financial Planning Intern  
Job Type: Part-time 11-5pm, two days per week   
Start Date: December 2016
Duration of Internship: Three months
 
Main Duties/Responsibilities

  • Liaise with financial institutions to gather information on client portfolio details (I.e. super insurance checklist) 
  • Implementation follow up
  • Prepare meetings and manage diary e.g. meeting packs, client summaries
  • Maintain client databases (e.g. scanning in forms etc. after meetings and naming appropriately)  
  • Keep advisers/associates up to date with weekly product and legislative updates  
  • Assist in maintaining compliance e.g. checking if forms/IDs are present on database  
  • Assist in preparing for events such as meetups/seminars  
  • Assist with marketing projects   
  • Provide general administrative support  


Desired Qualities and Skills

  • Strong interest in personal financial planning and wealth management 
  • Basic knowledge of investment concepts (stocks, bonds, mutual funds, etc.)  
  • Strong communication skills, both verbal and written  
  • Aptitude and passion for learning new things quickly with a strong work ethic  
  • Strong proficiency in Microsoft Office, including Word, Excel and PowerPoint  
  • Proven technical, analytical, and problem solving skills  
  • Ability to handle confidential information with professionalism and maturity   
  • Capability to excel in a team environment  
  • Good organizational skills, systems acumen and attention to detail  
  • Ability to prioritize and complete multiple time-sensitive tasks 
  • Proactive planning and responsiveness to urgent need  
  • Demonstrate maturity in interpersonal interactions as well as flexibility and adaptability to changing needs