- 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
Australian Wealth Management Services
Hamilton Wealth Partners 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 Partners 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.
Hamilton Wealth Partners is thrilled to be back at Kooyong hosting a breakfast with Olivia Wirth discussing the topic “The future of travel”.
The Breakfast will be held on Wednesday 12th May 2021 at Kooyong Lawn Tennis Club at 7:15am.
To RSVP to the event please click here. (RSVP by Wednesday 5th May)
As Chief Executive Officer, Qantas … Read More
Our Wealth Management & Financial Services
Our wealth management services deliver holistic, considered and highly individualised investment advice to protect and sustain long-term growth for you.
Our financial advisors understand the importance of being able to provide not only for your children, but also for your children’s children.
At Hamilton Wealth Partners, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management in Australia and wordwide.
Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.
We maintain a commitment to Environmental, Social and Governance (ESG) considerations, where a client sees ESG as an important investment consideration.
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.
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
We believe that sound personal wealth management is based on a proven process, following a clearly understood philosophy & underpinned by a strong methodology.
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.
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.
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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.