Private wealth management in Sydney
When the spreadsheet has too many tabs, the job is clarity and follow-through.
Hill Private Wealth is a boutique private wealth and financial planning firm in Sydney at Level 11, 10 Carrington Street, Sydney NSW 2000. We work with business owners, senior professionals and families on integrated planning, investment management and the decisions that connect super, debt, business interests and personal goals. Evan Hill (CFP®, AR 404669), CAR 1302410 of MTN Wealth Pty Ltd AFSL 700327.
Carrington Street, Sydney. Limited client numbers. 02 9963 7239 · yourteam@hillprivatewealth.com.au
What we mean by private wealth management
Private wealth management here means advice that starts with your whole picture, not a product shelf. Planning first. Portfolio construction and oversight where we are engaged for it. Coordination with your accountant and lawyer when structures or estates require it.
It is for financial lives with more moving parts: multiple entities, substantial super or an SMSF, investment portfolios, property, and decisions that affect family and tax in the same breath.
Who it is for (and who it is not)
For: Sydney households where the decisions are consequential and you want to stay involved. You will read the options. You will ask hard questions. You expect organised follow-through, not a once-a-year PDF.
Not for: set-and-forget product distribution, stock tips without context, or a firm that needs thousands of shallow relationships to work.
Fees depend on scope. You see them in writing before you proceed.
What “good” looks like
In a nutshell:
One prioritised list of decisions, not twenty parallel projects
Accounts and entities that have a job
Investment risk you can explain in a sentence
Fees you can see
A review rhythm that matches how fast your life changes
We are paid by our clients. We do not receive commissions from product providers. We do not accept insurance commissions.
Planning and investment together
Some firms split “planner” and “investment manager” into disconnected experiences. We keep strategy and portfolio logic in the same conversation so a contribution, a sale, or a debt decision does not land as a surprise inside the portfolio.
Past performance is not how we market. Markets go down. Concentration can build wealth and destroy it. We will say the downside in the same register as the upside.
How we engage
Discovery call, fit, urgency, rough map of entities and goals
Foundational work, facts, cash flow, obstacles, scenarios
Recommendations, main idea, why, drawbacks, risks
Implementation, agreed actions only
Ongoing care, reviews and portfolio oversight if in scope
Details sit on How we work.
Sydney
Office: Level 11, 10 Carrington Street, Sydney NSW 2000. Clients across Sydney and vicinity, including Eastern Suburbs, Lower North Shore and Northern Beaches.
Common private wealth questions
What is private wealth management at HPW?
Integrated financial planning and, where engaged, investment management for complex household and business-owner situations in Sydney.
Do you need a minimum portfolio size?
Fit is about complexity, participation and economics, not a published asset minimum. Ongoing fee levels are discussed up front.
Will you only manage my investments?
We can discuss scoped investment work. Our default strength is planning and investment as one engagement when that is what the situation needs.
Are you “independent”?
We do not use restricted independence wording in marketing. We describe how we are paid: by clients, not by product commissions.
Where are you located?
Level 11, 10 Carrington Street, Sydney NSW 2000.
Is this page personal advice?
No. General information only until we engage and consider your circumstances.
Book a discovery call
If your financial life has more interlocking pieces than a single fund login, bring that complexity. We will sort what matters this quarter from what can wait.
02 9963 7239 · yourteam@hillprivatewealth.com.au
Level 11, 10 Carrington Street, Sydney NSW 2000 · PO Box Q791, QVB NSW 1230
