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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

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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

Dinner with Joseph Healy – September, 2024

Hamilton Wealth Partners is pleased to host Joseph Healy, Co-Founder and former CEO of Judo Bank for a dinner at Kooyong Lawn Tennis Club. The dinner will

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 137

Investor Insight, September 2024

In early August, we experienced the third largest spike in volatility in the past 20 years, as illustrated by the chart below. (source: Yahoo Finance) We even had commentators rolling out the little known Sahm rule as a reason. The Sahm rule is from Former Federal Reserve economist and ...

Updates

The Money Puzzle Podcast – The AI Share Market Backlash – The Australian – 01/08/2024

Will Hamilton featured on the latest Money Puzzle episode to discuss the following: The AI share market boom takes a step backward Can you get

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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.