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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 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.

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.

We develop personalised investment strategies that align with you and your families long-term financial goals and vision for the future. By balancing risk and return, we ensure sustainable wealth preservation and growth. Our independent structure allows access to specialist investment opportunities tailored to high-net-worth individuals and families.

Ensure a seamless transition of wealth across generations. Our expert team structures trusts, wills, and succession plans to protect and preserve family assets while minimising tax implications and potential disputes.

Maximise tax efficiency and safeguard your wealth through strategic structuring, risk management solutions, and compliance with evolving regulatory landscapes.

Create a lasting impact through structured charitable giving. We assist in establishing and managing private foundations, ensuring your philanthropic goals align with your legacy.

Our Investment Committee, with over 50 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.

At Hewison Private Wealth, our approach to portfolio construction and management is deeply personalised and strategic, designed to reflect your unique financial position, goals, and risk tolerance. We begin by conducting a comprehensive assessment of your assets, income, liabilities, and existing structures, ensuring that every investment decision aligns with your long-term objectives.

Unlike traditional advisers who rely on third-party platforms and managed funds, we build direct investment portfolios tailored specifically to your needs. We focus on investments that offer greater flexibility and control, including ASX-listed securities, property, interest-bearing securities, and exclusive international opportunities. Our Individually Managed Accounts (IMAs) offer full transparency and ownership, allowing you to stay in control of your investments while benefiting from a more flexible structure than traditional managed funds. Once your investment strategy is approved, we actively monitor and rebalance your portfolio, adjusting it as needed to reflect market opportunities and changes in your financial goals. With the guidance of our experienced Investment Committee, we apply rigorous standards to every recommendation, ensuring that your portfolio remains aligned with your objectives while providing transparency and control throughout your financial journey.

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.

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 an understanding that your financial objectives may change over time.

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 secur

Philanthropy is not just about giving—it’s about creating change. Through impact investing, we help you channel your capital into investments that deliver both financial returns and measurable social or environmental impact. By integrating purpose-driven investments into your portfolio, you can generate wealth while actively contributing to the world’s most pressing challenges.

We believe that philanthropy is an enduring legacy that can be passed down through generations. Our legacy planning services ensure that your charitable efforts continue for years to come. We work closely with you and your family to structure your philanthropy in a way that involves the next generation, teaching them about the power of giving back while securing the future of your charitable initiatives.

Effective philanthropy requires strategic tax planning. Our team works to ensure that your charitable contributions are tax-efficient and compliant with the latest regulations. We advise on tax-deductible donations, structuring charitable entities, and creating a tax-efficient giving strategy that aligns with your wealth management plan.