About Us
We Lead by Following Yours.
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 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 mindset 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 firm, we typically manage portfolios ranging from $2M to $100M and advise families with significant wealth exceeding this.
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 1985, we’ve spent 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 wealth journey. Every Hewison Private Wealth Adviser holds the highest industry qualifications, including the 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.
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. 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.
- From the Beginning
- Excellence
- Fun
- Family
- Empowerment
01
Excellence
We care deeply about every aspect of what we do. We don’t settle or take shortcuts – every action, recommendation and interaction reflects our high standards. We remain curious, always learning and growing in the pursuit of being the best for our clients and for each other.
02
Fun
We bring positivity, presence, and authenticity to work every day. We’re professional, yet relaxed. We support one another, stay connected, and make space to laugh and celebrate the wins – because when we enjoy what we do, it elevates the experience for everyone.
03
Family
We care with intention. We respect the individuality of every client and colleague and see people not just for where they are – but for what they hope for, dream of, and aspire to. Our feedback is honest, constructive and always shared in the spirit of growth. Relationships are at the heart of everything we do.
04
Empowerment
We are trusted to act with initiative and encouraged to challenge the status quo. Whether it’s anticipating a client’s unspoken needs or innovating to improve a process, we take responsibility for outcomes and hold ourselves accountable to deliver an experience that exceeds expectations.
The Hewison Foundation.
Beyond delivering industry-leading private wealth management, we’re committed to creating meaningful, lasting impact. Established in 2015, The Hewison Foundation was born from a belief that genuine human connection and individual empowerment have the power to transform lives – not just for individuals, but for entire communities. By cultivating a strong culture of giving, we stay true to our purpose: helping people achieve their goals and dreams for the future, whether they’re clients or members of the broader 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