Bespoke Investing
One of Australia’s Leading Private Wealth Firms
Managing over $2.5 billion in client funds across Australia, Hewison Private Wealth is trusted by individuals, families, business owners, and organisations seeking independent, bespoke financial advice. With an average client tenure of 15-20 years, we are committed to fostering long-term partnerships based on transparency, expertise, and an unwavering dedication to your financial success.
Our approach is built on nearly four decades of wealth management experience, combined with the insight of our Investment Committee, which boasts 70 years of collective expertise. Through direct investment strategies and robust in-house research, we provide clients with exclusive opportunities and direct ownership across multiple asset classes.
More than just navigating market cycles, we excel at preserving capital, mitigating risk, and positioning your wealth for sustainable growth. Our track record of excellence extends beyond investment returns—we measure our success by the financial confidence and freedom our independence provides to every client we serve.
Executives & Individuals
Investment Wealth Management for High Achievers
Financial success is about more than just numbers—it’s about having the freedom to live life on your terms. For high-income earners, individuals with substantial funds, and those entering high-net-worth status, tailored financial advice is essential to accelerating wealth accumulation while protecting what’s been built.
With a sharp focus on strategic asset allocation, risk management, and capital preservation, we ensure your wealth is not only growing but safeguarded for the long term. Our bespoke approach helps you seize opportunity while protecting your financial future.
Families
Bespoke Wealth Management for Generations
Your family’s wealth is more than just an asset—it’s a legacy. Our expertise lies in preserving and strengthening that legacy for generations to come. With nearly four decades of experience, we design customised wealth strategies that align with your family’s long-term vision.
For those who want to grow old with wealth, our focus is on ensuring that their lifestyle remains uncompromised while securing a strong financial future for their children and grandchildren. We understand that human relationships, trust, and financial sustainability are at the core of how you think. From estate planning to intergenerational wealth transfer, we protect what matters most. By maintaining the freedom of independence, we ensure your financial future remains secure, adaptable, and positioned for growth—generation after generation.
Business owners
Independent Financial Advice to Maximise Your Vision
Your business success is the result of hard work, dedication, and strategic decision-making. When it comes to your personal financial future, we take the same approach—helping you translate business success into lasting personal wealth.
For entrepreneurs and wealth accumulators, financial planning is about leveraging opportunities and maintaining a high-performance mindset. They expect timely, expert guidance, value access to exclusive financial insights, and prioritise optimising their wealth for growth. Through tax-efficient strategies, succession planning, and direct investment opportunities, we help business owners optimise wealth while ensuring financial independence beyond their enterprise. We will help your legacy extend beyond your business.
Medical Professionals
Strategic Wealth Management for Healthcare Specialists
Your expertise in the medical field demands financial strategies that match your ambitions. We understand the complexities of medical professionals’ financial journeys, from rising earnings to structuring private practices and planning for long-term security.
With a bespoke approach, we help medical professionals capitalise on opportunities while ensuring financial stability. Whether it’s wealth accumulation, superannuation strategies, or tailored investment planning, our expertise empowers you to focus on your career and balancing the demands that come with it, while we safeguard your financial future.
Charities & Philanthropic Trusts
Independent Investment Advice for Purpose-Driven Organisations
While your organisation may be not-for-profit, your investment strategy should still be profit-driven. Our deep experience working with charitable foundations and philanthropic trusts allows us to tailor investment strategies that align with your mission.
With a focus on preserving and growing corpus funds, we implement sustainable investment strategies that ensure long-term financial security and impact. Whether managing portfolios from $2 million to $50 million or overseeing large-scale philanthropic investments, our dedicated team—led by our Senior Advice team —ensures your funds are managed wisely, allowing your cause to thrive for years to come.
Life-Changing Financial Events
Expert Guidance Through Financial Transitions
Major life transitions—whether an inheritance, a business sale, or a financial settlement—require strategic decision-making and careful wealth management. During these pivotal moments, expert financial guidance is critical to protecting and growing your wealth.
Financial transitions are both an opportunity and a challenge. We specialise in ensuring your wealth is strategically positioned for the next phase of your life. With our support, you can confidently navigate financial transitions, secure your future, and move forward with clarity and control.