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
Our Wealth Management & 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 Management
Our financial advisors 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 Partners, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management in Australia and wordwide.
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.
ESG
We maintain a commitment to Environmental, Social and Governance (ESG) considerations, where a client sees ESG as an important investment consideration.
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 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.
