HEWISON INSIGHTS

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HEWISON INSIGHTS

Hewison Private Wealth - Insights
Hewison Insights
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Independent Financial Advisor BOUTIQUE FIRM OF THE YEAR

Independent Financial Advisor

JTB Studios
Private Client Adviser
12 Sep 2014

This award recognises the boutique self-licensed advice firm that has most effectively driven business growth and client engagement.

CELEBRATING THE strength of the non-aligned sector wouldn’t be possible without recognising the boutique financial advice firm that has most effectively driven business growth over the past 12 months. The strategies and actions of the inaugural Boutique Firm of the Year, Hewison Private Wealth, and the success of individual advisers working within it, are among the reasons John Hewison gives for the win.

“I think it’s a combination of a lot of things. I think we’re a very innovative firm – we’ve certainly a high level of client service concentration, we’ve got highly talented, highly skilled, highly educated advisers – we’ve got a super team of people,” Mr Hewison says.

Hewison Private Wealth is not connected to any financial institution or platform, its research is conducted in-house and it works on a firmly commission-free basis.

“We’re very proud members of the boutique space, passionately independent and we also believe that hopefully the regulators start to understand what ‘independent’ means in respect to providing best quality service to Australian consumers,” Mr Hewison says.

FINALISTS 7 Quantum Financial 7 VISIS Private Wealth 7 Akambo Private Wealth 7 Modoras Financial Performance Solutions 7 Maddern Financial Advisers

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.