Welcome to
Proudly independent, we manage over $2.5 billion in client funds across Australia. Our philosophy centres on bespoke, objectives-based advice, that includes designing strategies and portfolios that meet our client’s unique goals and dreams.
Since 1985, we have proudly operated under a truly independent and privately owned structure, meaning our advice and wealth management is unbiased and unrestricted, this keeps our clients at the centre of every decision we make. We pride ourselves on building long-term, trusted relationships with our clients.
We Believe
Our Independence Maximises Yours
Guided by our purpose to “partner with our clients to achieve their financial goals and dreams”, we’re driven by independence, transparency and integrity.
For over 40 years, we’ve advised successful individuals, established families and charities—protecting and growing wealth across generations. Every strategy and portfolio is designed specifically to achieve your individual goals, and we’re always working towards what matters most to you. Our focus will always be on you—delivering better investment outcomes through truly independent advice, private wealth management and financial advisory services that are flexible and entirely based on your ambitions.
Because when your advice is truly independent, you have the clarity and confidence to move forward on your terms.
How We Invest
Independent by Design. Bespoke in Detail.
We follow a predominantly direct investment philosophy—empowering our clients to own each of their investments directly. This approach provides greater control, flexibility, and transparency. We don’t use generic model portfolios or assign risk profiles. Instead, we listen carefully and build bespoke strategies tailored to individual needs and objectives.
We avoid external platforms that can limit choice or restrict the advice our advisers can provide. Instead, we offer an in-house portfolio administration service—granting access to a broad range of asset classes and global opportunities, without constraint.
Our investment committee, with over 70 years of combined experience, provides guidance to ensure every portfolio aligns with long-term goals and delivers objective-based returns. Once your portfolio is established, you can monitor it anytime through our custom-built private client portal—offering real-time performance data and 24/7 access to your investments.This meticulous approach has made us one of the most respected private wealth management firms, not only in Melbourne but across Australia.
Our Services
Holistic Wealth Management
Our suite of wealth management and financial advisory services is designed with one purpose: to support you at every stage of your wealth journey. From investment advice and portfolio management to estate planning, philanthropy, risk protection and more—every service is delivered with your goals at the centre.
Backed by decades of experience, our advice is shaped by independence, innovation, and integrity. You’ll experience a level of care and clarity that builds trust and gives you confidence your wealth is being managed with intention—for today and for generations to come.
One of Australia’s Leading Wealth Firms
Wealth. Freedom. Independence.
The trust we've earned
We have entrusted our superannuation investment and planning for the past 25 years to Hewison Private Wealth. In all this time we have found them to be professional, knowledgeable, impartial and receptive to our goals. Their ability to forecast and present information in an easy to understand snap shot allows us to stay updated and confident. We would not hesitate to recommend them.
Tony Claringbold
I have been using Hewison Private Wealth to manage my self managed superannuation fund for over 15 years after moving my funds from one of the leading financial institutions. Their personal service is unparalleled and our superannuation fund has performed beyond my expectations. I have had such a good experience with the company that I have recommended them to family, friends and colleagues.
Chalani Sundquist
I have been with Hewisons now for over 5 years and during this time, not only have they been extremely professional and diligent looking after my finances, but also kind, caring and personal. They have always kept me informed with what is going on as well as listening to me and my individual needs as a client. I cannot speak highly enough of this team.
Jenny Baird
