Hamilton Wealth Management

Our Story

At Hamilton Wealth Partners, we pride ourselves on being a specialist, award-winning wealth management firm founded in 2013. Our Partners draw on 30 years' experience with leading financial institutions in Australia and internationally. 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 Values

We live by the saying: "Wealth Without Values Is Simply Money." Our culture and brand are based on People, Quality, and Service. We believe that sound personal wealth management is based on a proven process to financial security, following a clearly understood philosophy and underpinned by a strong methodology.

Our Services

Our comprehensive suite of services is designed to give our clients confidence and clarity in their financial affairs. We offer a range of services including Portfolio Construction & Investment Management, Structuring And Asset Protection, Strategic, Family & Intergenerational Planning, Philanthropic Services, and Third Party Relationship Management. Our team of experienced professionals work closely with our clients to understand their unique needs and goals, providing personalized advice and guidance every step of the way.

Our Investment Philosophy

We believe that sound personal wealth management is based on a proven process to financial security, following a clearly understood philosophy and underpinned by a strong methodology. Our investment approach is guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, providing a depth of expertise and an objective voice.

Our Team

Our team of experienced professionals have a deep understanding of the complexities of wealth management and are committed to delivering exceptional service to our clients. Our Partners have a proven track record of providing expert investment and strategic advisory services to successful individuals, families, and for-purpose organisations.

News and Insights

Stay up-to-date with the latest news, insights, and events from Hamilton Wealth Partners. Our team of experts provide regular updates on market trends, investment strategies, and industry news.