PURPOSE
Purpose is powerful. But only when it's visible, experienced, and felt through action. At Hewison Private Wealth we take great pride in sharing our purpose in our daily interactions, always.
Established in 1985, we have refined our 'why' over 37 years to respond to what matters most to our clients. Designing considered investment portfolios that align with our client's goals and dreams for the future.
Confidently ensuring the wealth of our clients is not only protected but prospers. Remaining truly independent in our investment advice, financial planning, and wealth management for over three decades, and into the future.
VIEW MORE
People
Our team are experts in their fields. Knowledgeable, approachable, but importantly — human. Years of dedication and training to become future thinkers have resulted in an award-winning team for all types of wealth and risk management. Like your portfolios, we invest diligently in our entire team, nurturing their development and wellbeing so they can do the same for your assets.
View more
Our clients are as diverse as our portfolios and have high-net-worth in common. They can be families building multi-generational wealth, entrepreneurs, business owners, or high-income earners heading towards retirement. One thing that's consistent between them is their trust in our ability to design investment strategies and bespoke portfolios that benefit their future and that of their loved ones.
View More
01
/
03
View more
Services
We specialise in a set of services that facilitate independent advice and wealth solutions. They’re holistic, customisable, and entirely based on each client’s individual needs to optimise their investment outcomes.
See all services
01 / 09
Financial Planning
03 / 09
Superannuation & SMSF Advice
05 / 09
Retirement Planning
06 / 09
Tax Planning & Structures
07 / 09
Succession & Estate Planning
Stories
28th Oct 2021
Video - 2:31
Fisher
Sarah
The future Sarah Fisher had planned, changed plan when the decision to divorce was made.
Watch her story
12th Oct 2021
Video - 2:31
Gray
Dr Peter
Dr Peter Gray enjoys involvement in investment decisions and the peace of mind that partnering with an ethical and independent advice team gives him.
Watch his story
29th Feb 2024
Video - 1:23
Private Wealth
Hewison
Jacqui Felgate inspired our audience at our 2024 Hewison High Tea with her message of self belief in the face of adversity and the importance of financial independence, particularly for women.
Watch her story
01
/
03
The trust we've earned.
Chalani Sundquist
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.
Jenny Baird
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.
Tony Claringbold
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.
INSIGHTS
Each week our dedicated team share their knowledge, expertise, and insights. From market events, legislation changes, strategies, and case studies. Each piece curated with care to enhance your financial knowledge.
View more insights
01
/
05
View more