Our Clients
Wealth creation means different things to different people, at Hewison Private Wealth we are specialists in developing wealth creation strategies for all ages from young achievers through to retirees.
We cater for those wanting to create a strategy from the outset or who have more complex needs around investment portfolios, self managed super funds, tax effective trusts and estates and participation in corporate share schemes.
Typically we provide advice to people with over $500,000 to invest, and those looking for sophisticated and personal professional advice with the intention of forming a long-term working relationship.
Our clients include corporate executives, professionals, families, individuals and corporations.
Whether you're nearing retirement or beginning to accumulate wealth, at Hewison Private Wealth we provide tailored, personal advice designed to get your money working more effectively for you.
At an initial, free of charge, no obligation meeting with one of our advisers we can discuss with you our approach to building a strategy and the various options available to you.
Managing wealth creation and strategies across generations and family businesses can become complex.
At Hewison Private Wealth we're adept at building financial plans and structures for complete family units including wealth and investment management, multi-generational wealth and estate planning, education savings plans, children's saving plans that cater for the needs of each generation in the most tax effective manner.
We provide corporate executives with strategic advice in relation to salary packaging, wealth accumulation, taxation planning, self managed superannuation and retirement planning.
Hewison Private Wealth also has extensive experience in dealing with corporate share and options planning.
We manage trust portfolios and estates for families and other purposes, in conjunction with the trustees. Our comprehensive reports and online portfolio access provides trustees with the comfort and ease of monitoring trust and estate operations on demand.
For trustees wanting to take a more active management of the estate, we provide guidance on all facets of trust operation to ensure that all regulatory requirements are met but to ensure the appropriate strategies are in place for optimum performance of assets.
Hewison Private Wealth are specialists in the design and management of Self Managed Superannuation Funds (SMSF). Our service begins with the development and design of a portfolio strategy and we provide ongoing portfolio management and technical advice on superannuation legislation.
Our sophisticated, proprietary portfolio administration technology enables us to manage personal portfolios and administer all aspects of a SMSF including maintenance of member benefits, pension payments and associated reporting requirements.
