Hamish Ferguson

Vision Wealth Strategies

Gold
15 Yrs Experience
Mount Hutton, NSW 2290
My aim as your financial adviser is to: 1) Understand your current position 2) Get to know you well enough that I understand what you are trying to achieve 3) Put a stragegy in place that has the greatest chance of achieving YOUR goals 4) Walk with you along the way and make sure that we stay on track If you don't know what you are trying to achieve and genuinely want someone to help you along the way. Please give me a call

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

It is our belief that the fees you are paying should be linked to the value you get from the time we spend with you

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Vision Wealth Strategies

Suite 1 and 2 Lake Macquarie Fair, 46 Wilsons Road
Mount Hutton, NSW 2290

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Straightforward, professional and honest... Hamish has the qualifications that I seek in a financial advisor"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish has been a great support to my wife and I with financial decisions, particularly around getting a great home loan, purchasing property and getting our superannuation set up with one company and with the best product available. I was recommended Hamish by a close friend and am very happy to recommend him to others."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish strives to understand our individual circumstances and manages to guide us whilst being sympathetic to our tolerance to risk."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We first met Hamish when we went through a challenging financial period. Since then he has become a person we turn to regularly for good financial advice. He is personable, understanding and offers sound wisdom. We trust Hamish and believe he takes the time to understand each situation, find solutions and achieve the best outcome for his clients. We would not hesitate to recommend him to others. Priya"

  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When we first came to see Hamish our finances were all over the place & we wanted to upgrade our home but had no idea where to start. Hamish collated & ordered all our financial details. He clearly answered every specific question we had & we'd always leave feeling positive about our situation. Throughout every meeting, email & phone call Hamish makes us feel valued & that nothing is a trouble. We highly recommend Hamish & his team to everyone!"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Hamish to be an honest and trustworthy advisor, Hamish has assisted me with financial planning and mortgage products. I would not hesitate in recommending Hamish to others."

  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Hamish Ferguson exudes integrity, honesty and warmth. His professional approach is combined with friendly and personal service. I have no hesitation in recommending him. Debra Monument"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2005

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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