Our Services

Our Services

The services we provide at Hamilton Wealth Management are customised to align with our clients’ vision and wealth goals. Through successful planning and investing of your wealth, together with experienced and personalised advice, we can achieve results tailored for you.

Our services include:

  • Strategic Financial Advice
  • Asset Allocation
  • Asset Management

We have a saying at our firm that:

“Pride in what we do, comes from pride in what we do not do”

– in the areas such as Intergenerational Planning, Risk Insurance and Estate Planning, we liaise with our alliance partners who we believe are best in breed in the areas of specialisation.

We understand that our job matters, and we are privileged to be entrusted with your money. Our clients are our life and our methods reflect this. We take this journey together and our passion is seeing you succeed.

Delivering exceptional client service is a privilege we don’t take for granted. We work in complete partnership with our clients to ensure their needs are fully understood, then exceeded. It is our belief that outstanding client service means truly listening without judgment, constantly asking questions to clarify, then delivering the best solution.

Every client is different, so excellent service means having the courage and care to alert clients to emerging issues, and possible resolutions specific to them. We take the time to build the understanding, rapport and trust which are fundamental to a successful client-advisor relationship.

Wealth Management

Highly individualised wealth management with consideration to your values, goals and risk appetite.

Family Wealth Advisory

Ongoing family wealth and intelligent portfolio management that provides peace-of-mind and harmony for your family.

Portfolio Management

Our goal is to develop a portfolio that will ‘stand the test of time’.

Investment Management

We diversify amongst and within asset classes, with a diverse investment selection across all asset classes to construct portfolios.

Intergenerational Planning

The development of a robust and transparent family governance structure can provide peace-of-mind for your family and financial security for generations to come.

Asset Allocation

Our client portfolios are appropriately balanced and diversified, thereby reducing portfolio volatility and ultimately managing and reducing risk.

Asset Management

We use insights from our in-house research combined with several independent global resources.

Strategic Advice

We provide strategic advice to help you manage your financial resources to achieve financial security, reach your goals and live the lifestyle you want.

Philanthropic Services

Our team has extensive experience managing private ancillary funds and the broader philanthropic desires of individuals, families and organisations