Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
7
self-reported 2–10 band
Office countries
1
1 address
Company type
Privately Held
self-reported
Description
Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.
The HCG ethos is built on the 4 core tenets of Transparency, Agility, Integrity and Personalisation.
Managing every component of the wealth management plan internally, HCG work with the client and their professional network to deliver bespoke services, offering unparalleled flexibility and transparency.
An agile approach, supported by a combined 30 years in wealth management, enables HCG to build personalised plans that can be optimised and adjusted directly and immediately.
HCG is committed to the delivery of client transparency, access to any service and investment in the market, agile responses to client needs and a customised plan that exceeds expectations.
Directors Hamish Blievers and Elizabeth Walmsley, together with their internal team of wealth management experts, research and technology partners, are innovative in their approach to investment solutions, by providing a completely customised service with the convenience and immediacy their clients require.
Specialties
- pensions
- investment advice
- investment strategy
- wealth management
- life insurance
- superannuation
- financial planning
All 15 specialties
- wealth management
- superannuation
- investment advice
- gearing
- retirementplanning
- estateplanning
- currency
- pensions
- Term Deposits
- Financial Planning
- Investment Strategy
- Life Insurance
- Exchange Trade Options
- Social Security
- Australian Securities
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU8 Exhibition St; Level 22; Melbourne, Victoria 3000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Heritage Capital Group - Wealth Management?
7 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Heritage Capital Group - Wealth Management have offices?
One address on record, Australia only. Primary: 8 Exhibition St, Level 22, Melbourne, Victoria 3000.
Has Heritage Capital Group - Wealth Management raised funding?
None linked to this brand.
What does Heritage Capital Group - Wealth Management list as its specialties?
15 tags on the brand's own list, among them pensions, investment advice and investment strategy.
Which companies are listed alongside Heritage Capital Group - Wealth Management?
9 profiles list Heritage Capital Group - Wealth Management as a peer — 84th percentile in Financial Services. It lists ten peers of its own. Leg-Up Labouring and Deep End Services list it back.