We don't believe in taking short-cuts when it comes to advice
At Hewison Private Wealth we invest the time up-front to understand your current situation and your goals to create a financial plan that has been designed personally for you.
At Hewison Private Wealth you won’t get standardised, off-the-shelf advice: we conduct an independent assessment to gain a true understanding of your financial objectives and use this information to create a financial and investment strategy designed to achieve your goals.
Streamlined management of your financial affairs
When it is time to implement the plan our private client advisers will work with you to put the right structures in place.
Our online portfolio management access tool means you will always have up to date information about your investments at your fingertips. It is here that you can check your investment’s performance at any time or provide your accountant access to all the information required to complete your end of year tax affairs.
Unbiased advice
Hewison Private Wealth advisers don’t receive any commission, which gives our clients the added assurance that the products and services are being recommended by their adviser without bias. We do however charge a fee for service.
For ongoing advice we’re always available by phone or email for queries that a client may have. We also provide regular updates on performance, news and tips via our website and quarterly newsletter.
Our financial planning takes into consideration strategies that include:
Cash flow and taxation planning
Cash flow and tax efficiency are the building blocks for most long-term strategic plans.
We help our clients to build strategies that maximise the benefits of legal tax minimisation whilst providing a reliable income.
Executive packaging and strategy planning
We provide advice on tax effective salary packaging and employee share scheme / option plans to help executives derive the greatest benefit out of their hard work.
Our private banking style service takes the stress out of the management of day to day financial affairs management for time-poor executives.
Investment structuring and planning
We directly invest on behalf of clients and create investment strategies, tailored to each individual, which are designed to help clients manage their investments in the most tax effective manner and reach their goals.
Personal insurance advice
Hewison Private Wealth offers personal insurance advice with a difference. In keeping with our fee for service approach Hewison Private Wealth rebates all commissions received from insurance products back to the policy owner, instead we charge a fee based on our time to establish and review the policy.
This is believed to be an Australian first and can make a huge difference in the overall cost of insurance. We provide advice on and can arrange cover for: life insurance, total and permanent disability insurance, trauma insurance and income protection.
Preparation is the key to successful retirement planning – and it is never too early to start.
As your circumstances change, it is important to build flexibility into your strategy, making it easier for you to adapt to a changing lifestyle. (Click here to find out more about our self managed superannuation advice).
Click here to find out more about our self managed superannuation advice.
Risk assessment and wealth protection
To ensure the best protection strategy for you we start by conducting a thorough assessment of your risks. Various protection mechanisms can be utilised, starting with strategy and structure or via insurance.
Succession and Estate planning
You’ve spent a lifetime building your wealth, when it comes time to use your assets to secure the financial wellbeing of your family you want it to be done in the most effective and efficient manner.
The plans you make today can make a significant difference to how much of your wealth and assets are transferred in the future. Hewison Private Wealth can help to ensure smooth transition and tax effective transfer of assets by putting the right structures in place and ensuring early, careful planning.
Sound strategic planning and financial advice enables ‘smooth sailing’ throughout the various phases of your life, whether it is buying a house, paying the school fees or enjoying life’s pleasures in retirement.
We understand that wealth creation means different things to different people. This is why we work with you to create a strategy that is based upon your needs and objectives.
