As we approach the end of another remarkable year, we’re delighted to take a moment to reflect on our achievements and share exciting updates for 2025.
Barron’s Top Financial Advisers List
This year, Paul Burgon has once again been listed in Barron’s Top Financial Advisers by Barron’s Advisor and The Australian. It’s now the sixth year Paul has featured in the esteemed list and the second consecutive year in the #6 position.
This significant recognition reflects our entire team’s relentless commitment, expertise, and collaboration. We extend our gratitude to all clients and partners for their continued trust in us and contribution to the growth and success of our firm.
Wealth Strategy Playbook
In May we released our Wealth Strategy Playbook – Ten Principles for a New Investing Paradigm. This comprehensive white paper reflects our commitment to providing innovative strategies and informed perspectives to help navigate the complexities of the investment landscape.
Events and Roadshows
We have had the privilege of hosting several successful events throughout the year. Our national investment roadshows were a highlight, attracting a diverse group of attendees and fostering meaningful discussions on investment strategies and market trends.
We launched our exclusive event series, Women, Wealth and Wisdom in November. The series is designed to connect and empower influential women, offering unique experiences, meaningful connections and insights. We look forward to inviting clients, partners and friends to a special event in March 2025 to mark International Women’s Day.
State of the Art Offices
In July, the team celebrated Robert Lipman’s appointment as non-executive chairman, and his influence and leadership that has shaped the firm. At the event, we formally opened our new office with founders Robert and our Managing Partner, Paul Burgon cutting the ribbon to usher in our next chapter.
The new offices at Martin Place support our growing team and enhance our operations. This state-of-the-art facility not only provides a modern workspace for our staff but also serves as a venue for client events and meetings.
Interstate Expansion
This year, we have expanded our presence across Australia. With the opening of new offices and enhanced client engagements across Sydney, Melbourne, and Perth, we are now better equipped to serve our interstate clients.
Investments in Digital Infrastructure
The Lipman Burgon team has made significant investments in our digital infrastructure to better serve our clients and partners. With the introduction of new AI tools and an upgraded tech stack, we have streamlined our processes, enhanced the client experience, and improved our service delivery. These advancements empower us to maintain our core commitment to providing exceptional, personalised service.
As we look forward to the new year, we remain dedicated to delivering exceptional service and value to you. Thank you to our clients, partners and friends for your continued trust and partnership.
Warm regards,
Nandita Alva
Chief Operating Officer
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