Business Details
13 Years
experience
Your Trusted Financial Partner in Wealth Management
Hamilton Wealth is an award-winning wealth management firm established in 2013, delivering personalized investment and strategic advisory services to individuals, families, and purpose-driven organizations. Our approach combines over 40 years of collective experience with global partnerships to create tailored solutions that align with clients' values, objectives, and risk tolerance. We prioritize trust, transparency, and long-term relationships, operating under a fee-for-service model free from third-party influences.Our team of directors, who own the firm, ensures independence and objectivity, guided by the Banking & Finance Oath. We emphasize proactive planning, active portfolio management, and collaboration with external experts to safeguard and grow wealth while maintaining a strong focus on tax efficiency, cost management, and ethical investing. Our clients benefit from regular portfolio reviews, responsive communication, and a commitment to evolving strategies in line with life's changing circumstances.
Services
Portfolio Construction
Investment Management
Asset Protection
Wealth Planning
Strategic Advisory
Details
- Year established: 2013
Highlights and features
- We offer over 40 years of combined experience in personalized wealth management.
- Our team holds director ownership, ensuring independence from financial institutions.
- We implement a globally informed, locally executed investment philosophy with tactical diversification.
- Our transparent fee-for-service model aligns with client interests without third-party payments.
- We maintain proactive client relationships with regular portfolio reviews and responsive communication.
Associations and certifications
- Banking & Finance Oath
What people say
Personalized service
Proactive advice
Transparent communication
Expertise in wealth management
Tailored investment strategies
Services
Portfolio Construction
We design diversified investment portfolios tailored to individual risk profiles and financial goals. Our approach balances asset allocation across classes to manage risk while seeking optimal returns. By combining global market insights with local expertise, we create resilient strategies that adapt to economic changes and client needs. Regular reviews ensure alignment with evolving objectives.
Wealth Planning
Our wealth planning service addresses long-term financial objectives through personalized strategies. We integrate tax efficiency, estate planning, and intergenerational wealth transfer to preserve and grow assets. Collaborating with legal and accounting partners, we ensure comprehensive solutions that reflect clients' values and life-stage requirements while maintaining flexibility for future adjustments.
Asset Protection
This service focuses on protecting client assets through strategic structuring and risk management. We evaluate legal entities, insurance needs, and liquidity requirements to create robust frameworks that shield wealth from potential threats. Our approach ensures financial security for both personal and business-related assets while optimizing tax outcomes.
Strategic Advisory
We provide expert guidance on complex financial decisions, including market entry strategies and investment opportunities. Our team leverages industry partnerships and research to deliver data-driven recommendations. This service supports clients in navigating economic uncertainties, capitalizing on trends, and achieving sustainable growth through informed decision-making.
Philanthropic Services
Our philanthropy advisory helps clients maximize the impact of charitable giving. We structure donations to align with personal values while optimizing tax benefits. By integrating charitable intent into broader wealth management strategies, we assist in creating lasting legacies through effective grant-making and impact investment frameworks.
People
Will Hamilton
CEO & Founder, Principal
With over two decades in wealth management, Will founded Hamilton Wealth in 2013 to deliver values-driven financial solutions. He leads strategic direction while maintaining hands-on client relationships, ensuring alignment with our core principles of trust and transparency.
John Green
Director & Principal
John brings extensive experience in financial services, specializing in portfolio construction and risk management. As a director, he oversees investment strategy implementation and client advisory services, combining technical expertise with a client-centric approach to wealth preservation.
Kane Baranow
Director & Principal
Kane focuses on strategic partnerships and global market opportunities. With a background in institutional finance, he ensures our investment processes incorporate international best practices while maintaining local relevance for Australian clients.
Michael Turner
Director & Principal
Michael specializes in intergenerational wealth transfer and estate planning. He works closely with families to develop sustainable strategies that balance current needs with long-term legacy goals, emphasizing clear communication and ethical considerations.
Amanda Rethus
Advisory Board Member
A former Macquarie Group executive, Amanda contributes deep financial services expertise to our advisory board. Her insights into industry regulation and investment governance strengthen our strategic decision-making processes and risk management frameworks.
Questions
What investment strategies do you use?
We employ diversified portfolios with tactical asset allocation, combining global insights and local expertise to balance risk and return while aligning with client values.
How do you ensure transparency in fees?
Our fee-for-service model operates without third-party payments, with all costs clearly disclosed upfront to maintain full transparency and client trust.
Can you help with intergenerational wealth transfer?
Yes, we specialize in strategic planning for family wealth preservation, incorporating tax efficiency and legacy considerations into tailored solutions.
How often are portfolios reviewed?
We conduct regular reviews and provide ongoing updates, with proactive adjustments made in response to market changes or evolving client circumstances.
Do you work with external professionals?
We collaborate with accountants, legal experts, and insurance providers to deliver comprehensive wealth management solutions that address all aspects of financial planning.
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