Hamilton Wealth Management | Balmer Agency

Wealth Management


Open Rate
for promotional EDMs


Open Rate
for monthly newsletter


new website sessions
in the first month

The Goal

Hamilton Wealth Management are a boutique wealth management firm, working with high-profile clients and financial institutions across Australia and internationally. They felt that their website and direct marketing did not reflect their position as industry leaders, and the lack of SEO on their website led to missed opportunities. They engaged us to refresh their website and communication channels with the goal of increased conversions.

The Approach

We adopted a multi-faceted approach to amplify the Hamilton Wealth brand message to their target markets. To begin with, we designed and built a sleek new website that was optimised for both mobile and SEO. We provided CMS training to the Hamilton Wealth Management team to ensure they were equipped to handle minor changes internally, whilst still providing ongoing support and maintenance. We also executed monthly and fortnightly email marketing campaigns, and designed a newsletter that aligned with the website’s new look and feel.

The Outcome

The Hamilton Wealth Management refresh has had positive results for both the website and email marketing channels, as well as on the PR front. The new website received 603 sessions within the first month. The monthly newsletters have an Open Rate of 49.05% and promotional emails have an Open Rate of 81.8%.

The Channels