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Wealth without values is simply money

We are only what we do, not what we say we are

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

We think globally but act locally

Wealth without values is simply money

We are only what we do, not what we say we are

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

We think globally but act locally

Previous slide

Next slide

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, providing 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 directors, 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.

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Awards

Events

Breakfast with Rob Hogg – November 2024

Hamilton Wealth Partners hosted Rob Hogg, Chief Investment Officer and Head of SGH Individual Portfolios – SG Hiscock to discuss the outlook for asset classes

Working With You

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.

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.

Investor Insight 139

Investor Insight, November 2024

Global equity markets have been very strong with the MSCI World ex Australia up 23.21 per cent to the end of September, led by the S&P 500 which is up 30.54 per cent over the same period. What many forget is that the S&P 500 bottomed out in October ...

Updates

A banker’s hunt for hope after family tragedy – The Australian – 7/10/2024

Last month HWP were fortunate to host Joseph Healy as he discussed his entrepreneurial story in co-founding Judo Bank. This article by Damon Kitney discusses

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Hamilton Wealth Partners is proud to be 100% committed to the Banking and Financial Services Oath (BFSO).

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 BFSO. 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.