Investment Advice
High Net Worth Investment Advisers
Building and preserving wealth requires precision, foresight, and a tailored strategy. Managing investments can be complex, with shifting markets, evolving financial goals, and regulatory requirements. At Hewison Private Wealth, we offer independent, strategic investment advice designed to align with your best interests. With decades of expertise and a commitment to direct investing, we create bespoke investment strategies that are built around you—not a one-size-fits-all model.
Why Choose Hewison as Your Investment Adviser?
As one of Australia’s leading wealth management firms, we provide bespoke, objective-based investment strategies tailored to your unique needs. Our Investment Committee, with over 70 years of combined experience, conducts in-depth in-house research to identify high-quality investment opportunities. Our strong domestic and international relationships give clients access to exclusive opportunities that are rigorously assessed before inclusion in portfolios. Unlike many financial advisers who rely on third-party platforms, we maintain full independence—ensuring every investment decision is made with integrity, free from external influence or bias.
How we Manage High Net Worth Portfolios
Personalised Investment Advice
We take the time to understand your financial position, goals, and risk tolerance. This includes a detailed assessment of your assets, income, liabilities, and existing structures. Unlike traditional financial advisers who rely on third-party platforms and managed funds, we build direct investment portfolios tailored to your needs. Our approach prioritises flexibility and control, with direct investments in ASX-listed securities, property, and interest-bearing securities, along with exclusive international opportunities.
Individually Managed Accounts (IMAs)
Our Individually Managed Accounts (IMAs) provide clarity, transparency, and full control over your investments. As one of Australia’s most experienced IMA providers, we offer an ownership structure that grants greater flexibility than traditional managed funds. Once your strategy is approved, our team actively monitors and rebalances your portfolio, ensuring it aligns with your financial objectives while taking advantage of market opportunities.
A Commitment to Excellence
Our Investment Committee adheres to a strict selection policy, ensuring every recommendation is made with your best interests in mind. Our independence allows us to maintain rigorous standards while giving you greater control, transparency, and ownership of your financial journey.
Our Services
Investment Consulting
Our advisers provide ongoing strategic guidance, ensuring your portfolio remains optimised for performance. We take a proactive approach to investment management, regularly reviewing and rebalancing portfolios in response to market movements. Our independence means every recommendation is made with your best interests at heart—free from conflicts of interest.
Portfolio Management & Diversification
Diversification is key to managing risk and capturing opportunities across market cycles. By strategically allocating assets—including cash, fixed interest, Australian and international shares, and property—we help mitigate volatility while maximising long-term returns. Our active approach ensures your portfolio evolves with market conditions and your changing financial objectives.
Strategic Financial Planning
As one of Australia’s top wealth management firms, we develop bespoke financial strategies tailored to your long-term goals. Our advisers continuously adapt your plan to market dynamics and personal circumstances, ensuring your wealth remains optimised and secure.
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
Our Investment Consultants
Our independent advisers hold the highest industry qualifications, backed by nearly four decades of experience. We are recognised among Melbourne’s best financial advisers, offering strategic, independent advice that delivers results.
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.
Frequently Asked Questions
Should I invest in Shares or Property?
Both asset classes offer strong wealth-building potential when held for at least 5 to 7 years. A well-diversified portfolio includes a mix of shares and property to reduce risk and enhance stability. We tailor investment strategies to align with your specific financial goals.
Is it worth paying an investment adviser?
For individuals seeking expert guidance in navigating complex markets, an experienced investment adviser provides invaluable insights. At Hewison Private Wealth, our independent, fee-for-service model ensures unbiased advice, focused entirely on your best interests.
What is the difference between an investment adviser and an investment consultant?
An investment adviser provides personalised strategies and ongoing financial guidance tailored to individual goals. An investment consultant typically works with institutions, offering strategic recommendations without direct implementation. At Hewison Private Wealth, we deliver hands-on investment management, ensuring your wealth is actively managed for long-term success.
Who is considered a high net worth individual in Australia?
A high-net-worth individual (HNWI) is typically defined as someone with investable assets exceeding $1 million. At Hewison Private Wealth, we specialise in managing portfolios from $1.5 million to $20 million, offering bespoke investment strategies tailored to our clients’ financial journeys.
What are the investment options for high net worth individuals?
High-net-worth individuals have access to diverse investment opportunities, including direct equities, private equity, real estate, and alternative assets. We craft bespoke portfolios that incorporate tax-effective strategies, discretionary trusts, and other tailored solutions to optimise wealth growth and preservation.