• Wealth without values is simply money
  • Pride in what we do comes with pride in what we don’t do
  • We think globally but act locally
  • We are only what we do, not what we say we are

AWARDS

 

Hamilton Wealth Management is a boutique, private wealth management firm founded by Will Hamilton and Ian Gillies, joined in 2017 by John Green as a Partner. Our passion and expertise is providing attentive financial planning and advisory services on asset allocation and asset management. We pride ourselves on our service and financial advice proposition. Hamilton Wealth Management is not beholden to any other financial institution and does not accept rebates or commissions. 

Drawing from years of experience working with high net worth individuals and leading financial institutions both in Australia and Internationally (including in London, New York, Hong Kong and Japan), our investment advisory services continue to succeed in the delivery of a range of financial services with a strong emphasis on risk management for affluent clients. 

financial advice

Events

Our Financial Services

Wealth Management

Our wealth management services deliver holistic, considered and highly individualised investment advice to protect and sustain long-term growth for you.

Family Wealth Advisory

We understand the importance of being able to provide not only for your children, but also for your children’s children.

Portfolio Management

Our portfolio management team work with you to provide personalised advice, aiming to protect and sustain long-term growth for your financial situation.

Investment Management

At Hamilton Wealth Management, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management.

Intergenerational Planning

Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.

Asset Allocation

We believe that the key to sound wealth management is a disciplined proven process, following a clearly understood philosophy & underpinned by a strong methodology.

Asset Management

To provide support to our in-house research, we utilise the services from several independent resources including Zenith Investment Partners, Heuristic Investment Systems, Farrelly and Capital Economics.

Strategic Advice

Due to the demands of modern life, rapidly changing rules and regulations, or a lack of certain expertise, our experience shows that many people simply cannot find the time to manage their financial affairs.

Philanthropic Services

The rigorous and tailored methodology we apply in our management of many of our clients remains critical in our goal of helping you achieve your philanthropic ambitions now and into the future.

Working With You

Our Investment Philosophy

We believe that sound personal wealth management is based on a proven process, following a clearly understood philosophy & underpinned by a strong methodology. 

Our Values

At Hamilton Wealth Management, we live by the saying: “Wealth Without Values Is Simply Money.” Our culture and brand are based on People, Quality and Service.

Strategic Alliances

While Hamilton Wealth Management is privately owned, we recognise the importance of strategic alliances with accounting, banking, estate planning, insurance, legal and real estate firms.

Hamilton Wealth Management is proud to be 100% committed to the Banking and Finance Oath (BFO).

In line with the values that we as a business believe in and our unifying purpose “Wealth without Values is simply Money”, we asked all employees if they would like to take the BFO. In an industry which is crying out for independence and objectivity we saw this as a further means to differentiate ourselves as a business based on what we stand for.

Let’s Talk

If you’re ready to talk about how Hamilton Wealth could manage your wealth, please complete the form and we will be in touch, or call us on +61 3 9275 8888.