Contact Information
Melbourne, VIC 6005, Australia
Detailed Information

Heritage Capital Group (HCG) is a leading provider of integrated wealth management solutions for individual investors and their families in Australia. With a strong emphasis on transparency, agility, integrity, and personalization, HCG prides itself on managing every aspect of clients’ wealth management plans internally. The company’s ethos is rooted in a commitment to delivering bespoke services with unparalleled flexibility, transparency, and strategic freedom, backed by over 30 years of combined experience in the wealth management industry.

Directors Hamish Blievers and Elizabeth Walmsley lead a team of wealth management experts and research & technology partners who are dedicated to providing innovative investment solutions tailored to each client’s unique financial needs and goals. By collaborating closely with clients’ professional networks, including accountants and lawyers, HCG ensures a seamless integration of investment solutions that are tax-effective and aligned with individual considerations. The company’s approach is focused on simplifying clients’ financial affairs while safeguarding and growing their wealth through personalized services.

Heritage Capital Group’s wealth management plans are underpinned by cutting-edge insights from leading research and technology partners, enabling the company to construct portfolios that not only meet clients’ needs but also capitalize on market opportunities in a risk-conscious manner. With a commitment to exceeding client expectations through agile responses and customized plans, HCG stands out as a trusted partner for individuals seeking sophisticated and tailored wealth management solutions in the Australian market.