Hamilton Wealth Partners, Glen Iris, VIC

Hamilton Wealth Partners
Address:
1 Crescent Road, 1 Crescent Rd, Glen Iris, VIC 3146

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Opening Hours

Closed now, Opens in 4 hours

Opens in 4 hours
Monday
9:00 am - 5:00 pm
The hours on King's Birthday might differ
Tuesday
9:00 am - 5:00 pm
Wednesday
9:00 am - 5:00 pm
Thursday
9:00 am - 5:00 pm
Friday
9:00 am - 5:00 pm
Saturday Closed
Sunday Closed
updated on 2/5/2022 by Isaac Nelapana

Opening Hours

Closed now, Opens in 4 hours

Opens in 4 hours
Monday
9:00 am - 5:00 pm
The hours on King's Birthday might differ
Tuesday
9:00 am - 5:00 pm
Wednesday
9:00 am - 5:00 pm
Thursday
9:00 am - 5:00 pm
Friday
9:00 am - 5:00 pm
Saturday Closed
Sunday Closed

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Description

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.


Company description

Our Partners draw on in some cases over 35 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, proving 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 partners, 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.

Hamilton Wealth Partners is privately owned, specialist wealth management firm. We partner with like-minded specialists to meet the broader needs of our clients with an integrated approach. Our alliance partners include accounting, banking, estate planning, insurance, legal and real estate firms.

We are proudly based in Melbourne with clients around Australia, Asia, the Middle East and Europe. We regard ourselves as ‘Glocal’ – a locally-based firm with a globally-minded attitude, valuing our strategic alliances with like-minded organisations in Geneva, Hong Kong, London, Madrid and New York.

Since 2013 we have provided our clients with a smart, thoroughly informed, individual approach to managing their wealth.

Categories & Keywords

  • Wealth Management
  • Financial Consultant
Service Areas

  • Melbourne
  • Sydney
Foreign languages spoken

  • English

Will Hamilton from Hamilton Wealth Partners goes I

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Products

Third Party Relationship Management
Third Party Relationship Management
It is important that your broader circumstances are considered in the investment advice we provide to you. We can act as the central point to manage and coordinate your accounting, banking and legal ...more

Philanthropic Services
Philanthropic Services
Successful individuals and families often find purpose in charitable giving. We provide advice on the structure and investment of capital with charitable intent to maximise impact and create a lasting ...more

Strategic, Family & Intergenerational Planning
Strategic, Family & Intergenerational Planning
A clear strategic plan provides the confidence and clarity to make the most of your financial resources and achieve what you want in life. Individual objectives, values and evolving circumstances can ...more

Structuring and Asset Protection
Structuring and Asset Protection
The optimal ownership structure can play an important role in protecting and preserving wealth for its intended purpose. We take a whole of balance sheet approach to design a comprehensive investment ...more

Portfolio Construction & Investment Management
Portfolio Construction & Investment Management
We focus on delivering attractive investment returns within a clearly defined risk framework, considering the impact of tax, costs and inflation. We diversify amongst and within asset classes to ...more

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