We provide a personal, considered service that evolves with your circumstances -planning for the expected, and being prepared for the unexpected.
Owned by its directors, HWP is beholden to no financial institution or outside interest.
We accept no third-party payments and work on a transparent fee-for-service basis, keeping our interests aligned with yours.
We are committed to the Banking and Finance Oath: “Trust is the foundation of my profession.” Every employee takes the Oath.
We see independence and objectivity as essential to good client outcomes, and it reflects what we stand for, as a firm and as individuals.
Our Advisory Board comprises Will Hamilton, John Green, Kane Baranow, Michael Turner and Alastair Price, alongside three independent members.
It brings together deep industry experience and senior perspectives from outside the industry, adding valuable outside insight.
Advisory Board Members:
Amanda is a Director of Gateway Invest Consulting. Amanda has a great depth of experience in the Financial Services industry and was formerly a Divisional Director in the Financial Services Group of Macquarie Group.
Greg has been on the Hamilton Wealth Partner’s Advisory Board since 2013 and has also been Chair of our Investment Policy Board (IPB). Greg became Chair of our Advisory Board on July 1, 2018.
Andrew Perry joined the Advisory Board in March 2025. Andrew is a former Executive Director at JBWere.
The Investment Policy Board is chaired by Amanda Rethus and reports to the Advisory Board.
Members are Damien Hennessy (Investment Director) and Andrew Yap (Deputy Head of Portfolio Solutions) of Zenith Investment Partners, with Will Hamilton, John Green, Kane Baranow, Michael Turner and Alastair Price.
It’s independent chair and external members add depth and governance, supported by research from Capital Economics and Zenith.
Amanda is a Director of Gateway Invest Consulting. Amanda has a great depth of experience in the Financial Services industry and was formerly a Divisional Director in the Financial Services Group of Macquarie Group.
Damien leads the Portfolio Solutions and Asset Allocation teams to deliver their suite of services to clients at Zenith Investment Partners. He is also responsible for providing investment strategy and dynamic asset allocation services to Zenith’s advice and private wealth clients.
Andrew is the Deputy Head of Portfolio Solutions at Zenith Investment Partners, supporting the construction and delivery of its managed account portfolios to advice clients.
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Balancing risk and return
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An active approach
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Source best-in-class investment strategies
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Tax and costs matter
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Consistency and accountability
Our Investment Policy Board is independently chaired, combining external members with our partners, adding depth and governance to how the investment process is overseen and applied.
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Asset Allocation
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Investment Research & Selection
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Portfolio Management
“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.”
Participation
More than half of our clients participated in the survey. We are grateful for this excellent response rate and want to thank everyone for taking the time to tell us what you think.
Results
In response to the question – how likely are you to recommend us to others? – the average response from all clients was a pleasing 9.5 out of 10 and the NPS was 89.
What they told us
On average, the top three things you said you like about our service is:
These results tell us we’re on the right track, and we’re always looking to improve. We welcome honest feedback: being accountable for our service, and true to our promises, is central to our culture – what we call ‘the HWP way.’
If you’re ready to talk about how Hamilton Wealth can help you, please complete the form and we will be in touch.
Or you can call us on +61 3 9275 8888.
