Why Us
Hamilton Wealth Management is a privately owned, boutique 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 strategy, 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-profile clients 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 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 Services
Wealth Management
Our wealth management team deliver holistic, considered and highly individualised 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 you.
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
Key factors to consider during a portfolio review (The Aust 18/09/18)
Dr Don Stammer writes a column on Asset Allocation, looking at elevated levels for asset levels, and what that means for asset allocation. We are quoted in this article where Don also talks about not abandoning fixed income due to its defensive characteristics. or Click below for further details. Aust 180918
ifa Excellence Awards 2018 winners revealed (ifa 10/09/18)
Hamilton Wealth Management is very proud to be the winner in the following categories at the ifa Excellence Awards 2018 last Friday evening: ifa Excellence Award – Company, recognising the best performing business Best Client Servicing – Company, an area we pride ourselves in as a business Additionally our Managing Partner, Will Hamilton was a […]
How to plan for tax changes under a likely Labor government (The Aust 08/09/18)
If we were to see a change of government, based on the ALP tax proposals that have been released, speak to us first however, consultation with your tax accountant may be necessary to minimise the potential short term impacts. or Click below for further details Aust 080918
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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.