Evan Hill_Hill Private Wealth_Senior Financial Adviser

Meet the Founder

Evan Hill
Director and Senior Financial Adviser

With years of experience providing high-end financial advice to private clients, founder, Evan Hill, is driven to create an organization that stands apart in the marketplace.

At Hill Private Wealth, we believe in putting people first. While our expertise and network allow us to play a technical role, our real value lies in our focus on the human element of the equation.

Evan provides peace of mind for his clients by identifying and solving unaddressed financial issues in the context of their unique requirements and view of the world. This allows our clients to focus on what really matters, whether it's spending time with family, pursuing personal or business goals, giving back to society, or a combination of these and more.

Our boutique advisory firm offers individually tailored solutions that cannot be commoditised. We deal with a limited number of clients whose situations, affluence, and complexity require this level of expertise and detail. We value discretion and conduct business in a timely, effective, and discrete manner.

At Hill Private Wealth, we don't just manage your finances - we empower you to live a fulfilling life. We believe that your family has the potential to achieve financial freedom and create a legacy for generations to come.

Our Values

Our values are at the heart of everything we do. We believe that education is the foundation for success, which is why we take the time to educate our clients on the financial strategies that will help them achieve their goals. From saving for holiday or planning for retirement, we provide our clients with the knowledge and tools they need to make informed financial decisions.

Empowerment is another core value that we hold dear. We understand that every client's situation is unique, which is why we provide customised financial solutions tailored to your needs. We'll help you harness the power of your cash flow and capital to achieve your goals and live your best life.

At Hill Private Wealth, we believe that our success is measured by the positive impact we have on our clients' lives. By building strong, lasting relationships with a limited number of clients, we can deliver consistent, individually tailored financial solutions that help our clients achieve their goals and provide them with peace of mind.

We are dedicated to helping families like yours live fulfilling lives through financial education, empowerment, and impact. Let us help you achieve your goals and create the legacy you deserve.

Investment Principles

Align Accounts with Goals

Each of your investment accounts should serve a clear purpose. We encourage our clients to have one goal for each account to provide clarity on how to manage it and track their progress. For instance, your superannuation supports your lifestyle during retirement, but what goal does your regular investment account serve? We will help you align your accounts with your goals to achieve financial independence.

Keep Costs Low

Costs are one of the few things you can control as an investor, and low costs are highly correlated with out-performance. At Hill Private Wealth, we keep costs low by using investments with low annual expense ratios where possible, minimizing the cost of buying and selling, and paying attention to taxes. We aim to optimize your portfolio's performance by minimizing costs while still aligning it with your investment goals.

Grow with Stocks. Protect with Bonds.

Our investment portfolios are constructed with two basic components: high-volatility/high-return investments like ASX equites, international share funds, and real estate investment trusts (REITs), and lower-volatility/low-return investments like Australian government bond funds and high-quality corporate bond funds. Bonds are critical to help you sleep at night during volatile market conditions, and we do not "chase yield" by buying higher growth, higher volatility bonds. While the interest rate on government and high-quality corporate bonds may be low comparatively, we balance your portfolio to optimize your returns while minimising your risks.

Pay Attention to Taxes

We aim to minimise taxes on your investments while optimizing your returns. We do not allow taxes to dictate our investment strategy but try to minimise taxes in several ways, such as evaluating your existing investments and determining whether it makes sense to keep them, sell them or transfer them. We also use "asset location" to match the tax characteristics of an investment with the tax characteristics of an account to minimise taxes across your entire portfolio.

Keeping It Simple

Simplicity is key to better understanding your investment portfolio, which means you can manage it more efficiently. We believe that having more money does not mean you need a more complicated portfolio. With simplicity, you can achieve a portfolio that performs optimally, just like multi-billion-dollar endowments.

Our Ideal Client

At Hill Private Wealth, we serve clients who share our values and commitment to success. Our ideal client is:

  • They are driven to achieve their most important goals and understand that taking proactive and intentional steps is necessary to make those goals a reality. They are willing to do what it takes to succeed and believe in the power of financial planning to help them get there.

  • They value their quality of life and understand that financial planning can help them achieve the freedom and peace of mind they need to fully enjoy it. They are passionate about living life to the fullest and want to make the most of every opportunity.

  • They want a financial advisor who can take a comprehensive view of their financial situation and provide personalized guidance tailored to their unique needs and goals. They appreciate having a trusted partner who acts as their personal CFO and can help them make the most of their financial resources.

  • They understand that life is unpredictable and that there are many factors outside their control. However, they also recognize that there are areas where they can take control, such as their financial planning. They are intentional about focusing on what they can control and believe in the power of financial planning to help them navigate life's uncertainties.

  • They understand the value of expertise and are willing to delegate tasks to professionals who can provide the highest quality service in their respective fields. They recognize that by delegating tasks to experts, they can free up their time and energy to focus on what they do best.

  • They are committed to making progress towards their financial goals and understand the importance of being accountable to themselves and their advisor. They are willing to put in the work and take responsibility for their financial decisions and actions.

  • They value professionalism and expect their financial advisor to provide a high-quality client experience that meets their needs and exceeds their expectations. They are willing to invest in this level of service and appreciate transparency in all costs and fees.

  • They seek a long-term relationship with their financial advisor and want a trusted partner who can help them achieve their financial goals and dreams over the course of their lifetime. They value loyalty and trust and are willing to commit to their adviser in return and allowing us to earn the privilege of serving them and their families.