Australian Wealth Management Services
AWARDS
Hamilton Wealth Partners is a specialist, award winning, wealth management firm founded in 2013. We leverage our relationships with global alliance partners to deliver expert investment and strategic advisory services to successful individuals, families and for purpose organisations.
Our Partners draw on 30 years’ experience with leading financial institutions in Australia and internationally. We are guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, proving a depth of expertise and an objective voice.
We pride ourselves on thoughtful and attentive service to give our clients confidence and clarity in their financial affairs.
Our firm is owned by our partners, we are not beholden to any financial institution or external interest. We do not accept third party payments and operate under a transparent fee for service relationship. The alignment of interests between us and our clients is paramount in achieving a long term, successful relationship.
Events
Thought Leader Series – October 2021 – Anthony “Harry” Moffitt
HWP in conjunction with Merricks Capital are pleased to host Anthony “Harry” Moffitt.
The webinar will be on Thursday the 21st of October at 4pm, to register please click here.
Harry served for 20 years with the SAS as a Team Commander and specialist before retiring in 2019 from the Australian Defence Force after … Read More
Working With You
Our Investment Philosophy
We believe that sound personal wealth management is based on a proven process to financial security, following a clearly understood philosophy & underpinned by a strong methodology.
Our Values
At Hamilton Wealth Partners, 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 Partners is privately owned, we recognise the importance of strategic alliances with accounting, banking, estate planning, insurance, legal and real estate firms.
GET NEWS ALERTS
Hamilton Wealth Partners 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.
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- Tax Financial Adviser
