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Will Hamilton: How to build portfolios & the key questions all investors should ask

Will Hamilton is the managing partner of Hamilton Wealth Partners. Will joined Drew Meredith and Owen Rask on The Australian Investors Podcast.

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Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia’s top 10 financial advisers.

Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will’s top advice for 2023.

Talking points with Will Hamilton

  • What’s one thing you do that few advisers would do?
  • What are the 3 most common ways people go wrong with money?
  • What is the #1 question you got from clients in 2022?
  • What do you think will be the #1 question you receive in 2023?
  • Do you invest actively or passively for Emerging Markets (EM), real estate and commodities? Why do you prefer that option?
  • Is investing in listed or unlisted types of investments/funds better or worse for property?
  • Will’s number-one piece of portfolio construction advice going into 2023

“We think emerging markets represent 70% of global growth over the next 20 years” – Will Hamilton

Who is Will Hamilton?

Throughout more than 35 years in the financial industry, Will has advised many families and individuals on both sides of their balance sheet.

He has experienced many investment cycles both here and overseas, which has given him a thorough understanding of the complexity and unpredictability of markets. Needless to say, it’s been well spent; many of Will’s clients have benefited from his wisdom and expertise.

Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022.

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Podcast resources

This podcast was recorded in Noosa on October 10, 2022.

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