We Lead by Following Yours.
About Us
Excellence Without Compromise.
Hewison Private Wealth stands among Australia’s most trusted and award-winning private wealth firms. Proudly independent, we operate free from financial institutions, ensuring that every decision is guided solely by our values and your best interests. This autonomy allows us to provide truly bespoke financial advisory services, investment strategies, and wealth management solutions—delivering client satisfaction ratings that consistently exceed 9/10.
Our approach is built around you. We craft strategies to align with your aspirations, move at your pace, and give you confidence, clarity, and control over your financial future. By combining a client-first philosophy with a direct investment approach, we create portfolios tailored to your unique circumstances, managing them with precision to ensure your wealth not only remains protected but thrives.
Our clients include high-net-worth individuals, families, entrepreneurs, business owners, and charities. With transparency as a cornerstone of our practice, we typically manage portfolios ranging from $2M to $30M and advise families with wealth exceeding $50M.
At Hewison Private Wealth, you’ll experience complete visibility over your investments, direct access to your Wealth Adviser, and the freedom to move forward with the confidence that only truly independent financial advice can provide.
Values Based.
Freedom on Your Terms and our Values.
Since our establishment in 1985, we’ve spent nearly four decades refining our purpose: to empower clients with personalised investment strategies designed to turn financial aspirations into reality. Your success is our measure of achievement, and our role is to ensure your wealth is both safeguarded and strategically positioned for growth.
Our team brings a wealth of experience and expertise to your financial journey. Every Hewison Private Wealth Adviser holds the highest industry qualifications, including the prestigious Certified Financial Planner (CFP) designation. We’re more than just financial advisers—we are your partners, committed to building long-term relationships founded on trust, integrity, and a deep dedication to your success. Just like family, we stand by your side, advocating for your best interests at every step.
Our advice is never generic. Instead, we continuously review, rebalance, and tailor strategies to align with your evolving ambitions. This meticulous approach has made us one of the most respected private wealth management firms, not only in Melbourne but across Australia.
The Values We Lead With.
At Hewison Private Wealth, our values define us. Since 1985, we have built relationships—not just portfolios—on a foundation of trust, transparency, and an unwavering commitment to independence.
Our core values include:
Independence – Free from external influence, we act solely in your best interests.
Integrity – We believe in honesty, transparency, and doing what’s right for our clients.
Innovation – We continuously evolve to provide cutting-edge financial solutions.
Expertise – Decades of experience ensure you receive market-leading advice.
Beyond these principles, our workplace culture thrives on Fun, Family, Empowerment, and Excellence, ensuring that your experience with us is as enriching as your results.
The Hewison Foundation.
Beyond providing industry-leading private wealth management services, we are committed to making a broader impact. Established in 2015, The Hewison Foundation was created with the fundamental belief that fostering human connection and empowering individuals will enhance their lives, as well as the lives of others within their community. By fostering a culture of giving back, we remain true to our core mission—helping people achieve their goals and dreams for the future, whether they are clients or members of the wider community.
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