Bespoke Independent Advice
The Freedom of Independence
Welcome to
Hewison Private Wealth.
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 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. With four decades of experience in providing private wealth management and financial advisory services, making a difference is what matters most.
We Believe
Our Independence Maximises Yours
Governed by our purpose to “Partner with our clients to achieve their financial goals and dreams’ we are guided by an ethos built on the foundation of independence and transparency. Advising high-net-worth individuals/families, sophisticated investors, business owners, and charities, Hewison Private Wealth not only protects wealth, but we ensure it prospers for generations to come. Our focus is to facilitate better investment outcomes, independent advice, and wealth solutions for our clients by providing specialist services that are holistic, flexible, and entirely based on individual client needs. We design every strategy and portfolio from the ground up because we understand that every client is unique and achieving their goals requires tailored financial and investment advice. This dedication over 40 years has resulted in an award-winning team experienced in every aspect of wealth and risk management. Free from bias. Free from hidden fees. Free for you to decide.
How We Invest
Independent by Design. Bespoke in Detail.
We follow a predominantly direct investment philosophy, endeavoring to have our clients own each of their investments. This approach gives them complete control, flexibility, and discretion over their investments — we do not use generic ‘off-the-shelf’ model portfolios or apply risk profiles to clients. We listen to the needs of our clients and develop bespoke strategies to suit.
We avoid the use of external platforms that often limit an investor’s freedom to choose and restrict an Adviser’s ability to recommend the best strategies and investments. Instead, we opt for an in-house portfolio administration service, providing unrestricted and unconstrained access to a variety of asset classes and global investment opportunities. With over 60 years of combined experience, our investment committee guides our Advisers’ investment recommendations, ensuring every portfolio and strategy meets a client’s specific needs while focusing on long-term objective-based returns.
Once we establish a client’s bespoke investment portfolio, they can access it through our custom-built private client portal, available 24/7, providing real-time performance data.
Holistic Wealth Management
Every aspect of our wealth management and financial advisory services is designed to place our clients and their families at the beginning, middle and end of every recommendation we make. We take the time to understand our clients’ needs, providing a range of services that are underpinned our independence, innovation, integrity and expertise, and an enviable track record. You’ll experience care and trust in the delivery of your wealth management services that will give you confidence that your wealth will be protected for generations to come.
Our Services
Awards
One of Australia’s Leading Wealth Firms
Independence, integrity, innovation, and expertise: the values-based approach propelling us to be recognised as one of the premier Financial Advisers in Australia. Our awards reflect our commitment to excellence, although we prefer to measure our performance with the satisfaction and success of our clients — not our accolades.
Meet With Us
Wealth. Freedom. Independence.
Enjoy them all. Start by reaching out to one of our dedicated Advisers for a discrete and unbiased conversation. As leaders of independent financial advisory services and private wealth management, you can take comfort knowing that we have been guided by the same core values we had as a family business in 1985 — integrity, independence, innovation, and expertise.
Your Pace. Your Path.
01
Initial Discovery Meeting
This meeting is all about you. Our priority is to understand what’s truly important to you, we focus on listening and understanding your unique goals and dreams around financial security. We see our first meeting as the beginning of building a foundation for a long and trusted relationship.
02
Strategy and Advice Preparation
Once we understand your circumstances and goals, we begin work on developing a long-term financial strategic plan. Every situation is unique, so our advice is tailored to every client. You can expect your strategic plan to take around ten business days, depending on complexity.
03
Advice Presentation
Our Advice is presented to you, typically in person, but a virtual meeting can be arranged if you prefer. Together, we review your plan, ensuring it meets your expectations.
04
Acceptance and Implementation
After you accept the advice and strategy, you will be introduced to a dedicated Client Service Officer (CSO) who will manage your strategy implementation. Prior to any investments being placed, your Adviser will again review our recommendations to ensure they remain appropriate. Following the implementation of your strategy, your dedicated team will invite you for a post implementation meeting to ensure we have met your expectations and outline the next 12 months.
05
Reviews and Rebalancing
We review, rebalance, and manage your portfolios as part of our wealth management services. We’re always available to discuss your financial goals. Your Adviser will set up regular reviews; initially more frequently, then annually or semi-annually. We offer flexibility, guidance, and freedom to decide when you need both.
06
Sit back and Feel Secure
With everything in place, enjoy peace of mind and complete control over your investments via our secure client portal, which offers daily investment performance, cash flow position, and asset allocation summaries.
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
Insights
The Freedom to Choose. The Wisdom to Grow.
Each week, our team freely shares insights and expertise on all areas of wealth management, addressing strategy, legislative changes, and case studies. Curating each piece to empower your journey towards financial independence and provide you with both wisdom and comfort.