Why Hamilton Wealth Management
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 to provide attentive advisory services on financial planning, asset allocation and asset management. We pride ourselves on our service and 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 advisory services continue to succeed in the delivery of positive outcomes with a strong emphasis on risk management for our clients.
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.
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.
Talk to us about responsible investment
Updates
Recession unlikely but markets go with the slow (The Aust 09/03/19)
Having called a bounce in equity markets late last year on the back of low expectations, I felt there had been an awful lot of bad news already priced in. Yet during the fourth quarter of 2018 many were talking of a US recession in 2019. Looking ahead, I expect to commence fading (selling into […]
Guide to ALP’s taxation proposals (The Aust 05/03/19)
We are now fewer than 100 days from a federal election with a strong likelihood of Australia seeing a change in government. The Shorten-Bowen tax agenda is broad and deep, and I fear that, beyond the retirement tax issue, it is also somewhat misunderstood. If the ALP’s tax agenda is enacted, it will form one […]
Wake-up call for investors facing lower returns in Labor franking plan (AFR 02/03/19)
Some investors will need a serious reshuffle of their investment portfolios to avoid losing regular income if Labor wins the election and scraps the refund of excess franking credits. While some wealth advisers say the proposed changes could be positive in that they will mean more diversified portfolios, they add the changes could also mean […]
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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.