Financial Advisory Services High-Net-Worth Financial Advisers
At Hewison Private Wealth, we go beyond traditional financial planning to deliver bespoke, independent financial strategies designed for high-net-worth individuals and families. From investment management and wealth preservation to estate planning and tax optimisation, our personalised approach ensures your financial future is protected and positioned for growth.
Why Choose Hewison as Your Financial Planner and Adviser?
With four decades of experience, Hewison Private Wealth has built a reputation as one of Melbourne’s leading financial advisory firms. Our commitment to independence, transparency, and excellence sets us apart:
- Independent & Unbiased Advice – We are privately owned and do not accept commissions, ensuring our recommendations always serve your best interests.
- Tailored Wealth Strategies – Each financial plan is customised to align with your personal and financial goals.
- Expertise & Proven Results – Our team of Certified Financial Planners (CFP®) manages over $2.5 billion in client funds.
- Holistic & Ongoing Management – We provide continuous oversight and adapt strategies to evolving market conditions and life changes.
Our dedicated advisory team works closely with you to create a comprehensive financial roadmap, ensuring your wealth is optimised, safeguarded, and structured for long-term success.
Our Financial Advice Services
Personalised, Comprehensive Wealth Solutions
Our independent financial advisers specialise in managing complex wealth structures, addressing intricate tax considerations, multi-generational estate strategies, and investment diversification. Our tailored approach ensures that your financial plan evolves alongside your wealth.
Strategic Growth, Risk Mitigation & Asset Preservation
Financial success requires a proactive approach. Our advisers develop strategies that protect your wealth from market volatility, legal risks, and unforeseen life events. By incorporating risk management, insurance solutions, and asset protection, we ensure financial security across all life stages.
Tax Planning & Structures
Optimising tax efficiencies is a critical aspect of wealth management. We design strategic investment and asset structures that minimise tax liabilities while maximising long-term wealth accumulation. Working closely with your tax advisers, we ensure that your financial strategy is seamlessly integrated across all areas of wealth management.
Self-Managed Superannuation Fund (SMSF) Strategies
We provide expert guidance on SMSF structures, helping you optimise your retirement savings, maximise tax benefits, and ensure compliance with regulations. Our SMSF solutions are designed to give you greater control over your superannuation while aligning with your broader wealth strategy.
Who We Help
Our financial advisory services are tailored for:
- High-net-worth individuals & families looking to protect and grow their wealth.
- Business owners & entrepreneurs seeking integrated financial strategies.
- Pre-retirees & retirees looking for long-term security and estate planning.
- Executives & professionals requiring sophisticated investment and tax strategies.
We understand the unique challenges and opportunities faced by affluent clients and provide the expertise to navigate them with confidence.
What Our Clients Say
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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
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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
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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
Where to find us
You’ll find the Hewison office conveniently located on Melbourne’s iconic boulevard, St Kilda Road, neatly nestled between Fawkner Park and Albert Park. Just 1.5km from the Royal Botanic Gardens and 3km from Melbourne’s CBD, our office offers easy access for clients who live or work in Melbourne, surrounding suburbs or further afield. Many clients reside interstate and overseas and regularly check in with their Advisers over Zoom.
There is paid parking available on St Kilda Road and an underground carpark onsite that has limited parking available. For those making their way via public transport, the 3, 5, 6, 16, and 67 tram routes will all bring you within a short walk of our office, taking no more than 15 minutes.
Common questions
Why should I have a financial plan?
A financial plan provides clarity, control, and confidence over your wealth. It ensures that your assets, investments, and tax strategies are optimised to achieve long-term financial goals while safeguarding against risk.
Is Financial Planning Right For Me?
Financial planning benefits anyone looking to take a structured, strategic approach to managing their wealth. Whether you’re accumulating assets, preparing for retirement, or managing intergenerational wealth, our tailored strategies ensure your financial future is secure.
What does a Financial Planner do?
Our financial planners act as your strategic partner, guiding you through all aspects of wealth management, from investment planning and tax structuring to estate strategies and risk management. We provide ongoing support, ensuring that your financial plan remains aligned with your goals and adapts to life’s changes.
Is it worth paying for a financial advisor in Australia?
Yes. A financial adviser provides expert insight, strategic planning, and proactive management, helping you make informed decisions and avoid costly mistakes. Our independent advisers ensure that every financial decision is optimised for long-term wealth creation and preservation.
Take the Next Step Toward Financial Success