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Hewison Private Wealth - Insights
Hewison Insights
New MD

Hewison Private Wealth in 2015 and Beyond

Andrew Hewison
Managing Director
20 Jan 2015

As this is my first blog as new Managing Director, I wanted to take the opportunity to briefly share with you how I envisage 2015 for Hewison Private Wealth. 

My predecessor, John Hewison, left this company in exceptional shape as he finally steps away from managerial duties and finally enjoys the fruits of his labour a little more. In saying that, John now assumes the role of Chairman on the Board of Directors and continues to manage a small portfolio of long-standing clients.

For 30 years now, Hewison Private Wealth has had one simple objective – to provide the highest level of professional advice and client service, focusing on achieving client goals.

In order to achieve this, Hewison Private Wealth’s business model was based on the following key foundations:

  • An independent wealth and advice company that is owned solely by employees of the company.
  • Fee for service
  • Direct investment philosophy
  • Innovation to improve client service delivery
  • Promotion of the highest professional standards and accreditations
  • Internal culture of teamwork, task ownership and empowerment   

As the incoming Managing Director, it is my intention to ensure that the foundations that have carried the business to the point it is today remain in place for the challenges that lie ahead. It is my intention to represent the clients, the staff and the business as a whole with enthusiasm and passion.

I will continue to promote the internal culture that will ensure we leave no stone unturned in order to continue improving our client service and management offering.

I would like to thank John and my fellow Directors for the opportunity to lead such a brilliant business along with all the wonderful clients we look after.

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.