About Us
Established in 1985, we have over 38 years of experience and currently manage over $2 billion in funds.
We are truly independent and have always been a commission-free financial planning and wealth management firm. Our thoughts about your future are governed by our uncompromised approach to designing bespoke investment strategies and a commitment to building long-standing client relationships based on trust, integrity, personal service, and longevity. We excel at understanding what stage of the journey clients are at, helping you articulate your objectives, so we can tailor solutions specific to your needs and ambitions. We believe there is never a one size fits all.
In the interests of full transparency, we typically manage portfolios from $1.5M - $20M in size, but like everything, there are always exceptions to the rule. Our robust research-based process and our values of independence, integrity, innovation, and expertise, are the guiding principles that overarch all of our future thinking. Bespoke strategies purpose-built for your financial future and governed by our direct investment philosophy, means you are always in control. Naturally, we're also proud to be recognised as one of Australia's most frequently awarded firms.
About Us
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The Hewison Difference
What makes us different?
Independent since Inception. Bespoke by design.
We design bespoke investment portfolios for every client and manage their affairs as if they were our own. Clients take comfort in our direct investment approach which provides them with ultimate 'hands-on-the-wheel' control, flexibility, and discretion. Clients will never be presented with an 'off-the-shelf model' portfolio or have a risk profile applied to an investment recommendation. Each portfolio is constructed with great care with individual goals and objectives remaining at the heart of all advice. Once established,
portfolios are conducted through Individually Managed Accounts (IMA's) and efficiently administered by a team and processes refined over 37 years. We are privately owned by executives who work within the business. Our strong succession plan sees successful Advisers progressively offered equity participation. This guarantees the long-term ownership of Hewison Private Wealth is a fiercely independent, privately-owned company, providing clients with the comfort that their best interests will always be served.
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Investment Philosophy
Rare and Refined
Always adaptable to market movements.
Developed over many years in response to trends, opportunities, and many market upheavals, the Hewison investment philosophy has proven successful for our clients over three decades. Initially born out of the 1987 stock market crash, our philosophy is centered around direct investment that provides clients with ultimate control and flexibility. Designed to deliver
objective-based returns our investment philosophy is further underpinned by our long-term approach to investing. Our responsive team's discipline to rebalancing your portfolio back to your diversified asset allocation means your financial strategies are optimised for investment decisions to be made in response to changing markets, whilst always protecting the downside.
My financial affairs have been managed by Hewison's for at least 15 years, helping me to preserve and increase my assets.
Awards
One of Australia's leading award winning firms.
We are proud to be recognised as one of Australia's most frequently awarded financial advice and wealth management firms over three decades. We work hard to have our achievements and people acknowledged by industry peers and bodies. Most recently four Senior Wealth Advisers featured in The Australian's
2023 Top 100 Financial Advisers List, for the fourth consecutive year. And in 2020 & 2021 we were awarded Self-Licensed Firm of the Year and Young Adviser of the Year in the ifa Excellence Awards; with an array of finalists named across many other categories.
2023
The Australian Top 100 Financial Advisers List (Barron's)
Named Advisers
- Simon Curtain
- Nathan Lear
- Glenn Fairbairn
- Chris Morcom
FS Power 50
Named Adviser
- Travis Schindler
2022
The Australian Top 100 Financial Advisers List (Barron's)
Named Advisers
- Simon Curtain
- Nathan Lear
- Glenn Fairbairn
- Chris Morcom
ifa (independent financial adviser) Excellence Awards
IFA EXCELLENCE AWARD - CHRIS MORCOM
SMSF ADVISER OF THE YEAR - CHRIS MORCOM
SMSF ADVISER OF THE YEAR - CHRIS MORCOM
Individual finalists
- Creina Lister – Marketing Consultant of the Year
- Nathan Lear – Investment Adviser of the Year
- Marcus English – Risk Adviser of the Year
- Simon Curtain – Innovator of the Year & SMSF Adviser of the Year
Finalist categories
- Best Financial Advice Employer
- Self-Licensed Firm of the Year
- Marketing Program of the Year
2021
ifa (independent financial adviser) Excellence Awards
Young Adviser of the Year – Pierce Hanlen
Individual finalists
• Alison Dellow – Young Adviser of the Year
• Glenn Fairbairn – Investment Adviser of the Year
• Chris Morcom – SMSF Adviser of the Year
• Marcus English – Risk Adviser of the Year
• Nathan Lear – Investment Adviser of the Year
• Simon Curtain – Innovator of the Year & SMSF Adviser of the Year
• Creina Lister – Marketing Consultant of the Year
• Travis Schindler – Young Adviser of the Year
• Pierce Hanlen – Investment Adviser of the Year
Finalist Categories
• Self Licensed Firm of the Year
• Client Servicing Company of the Year
Barrons Top 100 Financial Advisers List
Named Advisers
• Glenn Fairbairn
• Nathan Lear
• Simon Curtain
2020
ifa (independent financial adviser) Excellence Awards
Self Licensed Firm of the Year
Individual finalists
• Glenn Fairbairn – Investment Adviser of the Year
• Chris Morcom – SMSF Adviser of the Year
• Nathan Lear – Investment Adviser of the Year
• Simon Curtain – Innovator of the Year
• Simon Curtain – SMSF Adviser of the Year
• Creina Lister – Marketing Consultant of the Year
• Travis Schindler – Young Adviser of the Year
• Pierce Hanlen – Young Adviser of the Year
Finalist Categories
• Client Servicing Company of the Year
Barrons Top 100 Financial Advisers List
Named Advisers
• Glenn Fairbairn
• Chris Morcom
• Nathan Lear
• Simon Curtain
2019
Ifa (independent financial adviser) Excellence Awards
Andrew Hewison – Practice Principal of the Year
Individual finalists
• Andrew Hewison – Practice Principal of the Year
• Chris Morcom – SMSF Adviser of the Year
• Marcus English – Risk Adviser of the Year
• Alison Dellow – Newcomer of the Year
• Simon Curtain – SMSF Adviser of the Year
• Creina Lister – Marketing Consultant of the Year
• Travis Schindler – Newcomer of the Year
• Pierce Hanlen – Newcomer of the Year
Finalist Categories
• Boutique Advice Firm of the Year
• Innovator of the Year
• Wellness Program/Initiative of the Year
Women in Finance Awards (finalists)
Individual finalists
• Alison Dellow – Young Leader of the Year
• Gladys Seah – Young Leader of the Year
2018
SMSF Accounting & Adviser Awards (finalists)
Individual finalists
• Chris Morcom – SMSF Adviser of the Year
• Nathan Lear – Investment Adviser of the Year
Ifa (independent financial adviser) Excellence Awards (finalists)
Company awards
• Boutique Advice Firm of the Year
Individual awards
• Andrew Hewison – Practice Principal of the Year
• Chris Morcom – SMSF Adviser of the Year
• Glenn Fairbairn – Investment Adviser of the Year
• Simon Curtain – Innovator of the Year
• Simon Curtain – SMSF Adviser of the Year
• Nathan Lear – Investment Adviser of the Year
• Travis Schindler – Newcomer of the Year
• Pierce Hanlen – Newcomer of the Year
2017
SMSF Accounting & Adviser Awards
• Andrew Hewison – Practice Principal of the Year
• Chris Morcom – SMSF Adviser of the Year
Ifa (independent financial adviser) Excellence Awards (finalists)
Company awards
• Best Client Servicing
• Boutique Advice Firm of the Year
Individual adviser awards
• Innovator of the Year – Simon Curtain
• Investment Adviser of the Year – Glenn Fairbairn
• SMSF Adviser of the Year – Chris Morcom
• Practice Principal of the Year – Andrew Hewison
Financial Planning Association (FPA) Awards
Paraplanner of the year – Travis Schindler
2016
Ifa (independent financial adviser) Excellence Awards (finalists)
Winner: SMSF Adviser of the Year – Chris Morcom
Finalist: Best Client Servicing Firm – Hewison Private Wealth
Finalist: Innovator of the Year – Glenn Fairbairn
Finalist: Investment Adviser of the Year – Simon Curtain
Financial Review Smart Investor Blue Ribbon Awards
Hewison Private Wealth received the accolade of Highly Commended for ‘Best Private Wealth Manager’ at the 2016 Financial Review Smart Investor Blue Ribbon Awards. It was the only private wealth firm to achieve a commendation in 2016.
The Awards are widely acclaimed within the finance industry as the most comprehensive and independent evaluation of banking, insurance and investment products.
2015
Ifa (independent financial adviser) Excellence Awards (finalists)
Company awards
• Boutique Firm of the Year
Individual adviser awards
• Investment Adviser of the Year – Nathan Lear
• Best Client Servicing – Individual – Glenn Fairbairn
• SMSF Adviser of the Year – Simon Curtain
2014
Ifa (independent financial adviser) Excellence Awards (finalists)
Hewison Private Wealth – Winner: Boutique Firm of the Year
Hewison Private Wealth – Finalist: Best Client Servicing Firm
Simon Curtain – Finalist: Innovator of the year
Glenn Fairbairn – Finalist: Best Client Servicing
Nathan Lear – Finalist: Investment Adviser of the Year
Chris Morcom – Finalist: SMSF Adviser of the Year
2013
Financial Review Smart Investor Masterclass for Financial Planning
Hewison Private Wealth Private Client Adviser, Chris Morcom was recently named in the Top 50 Honour Roll in the annual Financial Review Smart Investor Masterclass for Financial Planning 2013. This is an exam based test for CFP professional advisers.
The exam tests entrants on their knowledge of the relevant rules and regulations and how best to apply them to individual scenarios. It is based on the idea that the most value a financial planner can provide to individuals is through education and strategic advice, and operates on the premise that the best financial planners have an intimate and up-to-date understanding of the rules and regulations that govern our financial affairs.
Chris has previously been named in the top 50 Advisers for 2010 and 2011, and was named in the top 10 Advisers in 2012.
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The trust we've earned.
Mark Trumble
I've been working with Hewison for almost 2 years now. Our experience has been intimate, transparent, educational, consistent and has enabled my family and I to establish our financial planning and ongoing management of this with certainty and improved knowledge. Trust is key to selecting the right partner; and I actively refer my friends and colleagues to seek out Hewison to gain direction, assurance and a plan for their financial success and well being!
Jan Chandler
Hewison Private Wealth have been managing my Super Fund since 2012 and I am delighted with the service they provide, their integrity, professionalism and helpful considered advice. My financial goals have been achieved to date including retirement 3 years ago. I would not hesitate to recommend Hewison’s to anyone who wants to achieve financial peace of mind for themselves and their families.
Anne S
We have entrusted our families financial management to Hewison Private Wealth for many years. Their professionalism, honesty and ethical approach is exemplary. They are excellent communicators and their financial advice has proved invaluable.I cannot recommend them highly enough.
Have Questions?
We understand that choosing a Financial Adviser is a big decision and you may have some questions.
Over our long history, we have gained the experience to know what some of the most important and commonly asked questions are for those seeking professional financial advice.
Our experienced team has curated answers to some of your most frequently asked questions. Empowering our clients, and future clients, with knowledge, is another passion of ours.
FAQ’s