What Makes us Different
Driven by client outcomes
At Hewison Private Wealth we recognise the ‘individuality’ of every client, and personally tailor our plans and advice specifically to their financial needs. We are focused on achieving the best outcomes for our clients, delivered with an unwavering commitment to service and building lasting relationships.
Established in 1985, we have refined our strategic approach, service offerings and administration platforms with the insights gained in our twenty five years of experience. We manage clients’ affairs based on respected experience and integrity, combined with advanced financial intelligence.
The value of independent advice
Hewison Private Wealth is one of Australia’s largest truly independent financial advisory firms.
We’re not connected to any financial institution or platform, our research is conducted in-house and we won’t earn a commission from any products we recommend to you. Our truly independent status provides clients with the confidence that our recommendations are totally unbiased and based only on their best interests.
Striving for the highest adviser standards
All of our private client advisers are tertiary qualified and hold the CERTIFIED FINANCIAL PLANNER® professional designation, with additional specialisations in self-managed superannuation.
As a Hewison Private Wealth client you'll have access to your private client adviser and a designated client service manager, giving you the confidence that you'll always be dealing with the same people, who you know and trust.
It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training.
Direct investment philosophy
We prefer to invest directly into markets, such as Australian Securities Exchange listed securities, real estate and interest bearing securities, rather than via managed fund structures. We believe this investment method provides our clients with more flexibility and control, as well as being cost effective.
This direct investment philosophy together with individually managed accounts provide clients with optimum service and investment strategies that have been tested and adapted, during the past 25 years, to cope with rising and falling financial markets.
Effective Cash Flow management and taxation efficiency are two vital strategy elements that are enabled by direct investment.
We place a strong value on remaining independent. This allows us to provide our clients with strategy planning and ongoing recommendations that are unbiased and based only on their best interests.
Unlike many financial planning groups, Hewison Private Wealth charges a fee for service and does not receive any commission based payments.
