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Hewison Foundation

Launch of Hewison Foundation to celebrate business’ 30th year milestone

JTB Studios
Private Client Adviser
24 Nov 2015

Hewison sets 15-year target to gift an annual minimum of $100,000 to charity via the Hewison Foundation

To mark its 30th anniversary, Hewison Private Wealth will launch the Hewison Foundation, a charitable fund to support services supporting victims of domestic violence, and disadvantaged youth.

The Hewison Foundation is a standalone, not for profit, Public Ancillary Fund (PAF) governed by Hewison Directors; John Hewison, Andrew Hewison, and Chris Morcom. It will be managed according to an agreed investment asset allocation covering a balance of growth and income investments; to provide a sustainable, long term approach to philanthropic giving.

Hewison Private Wealth has set an ambitious 15-year target to gift a minimum of $100,000 annually, with milestones at the four and eight-year mark, expecting to have $500,000 in the Corpus at four years, and $1 million within eight years.

Managing Director Andrew Hewison said the Hewison Foundation has been established to support the business’ passion and commitment to giving back to the community.

“We expect the Hewison Foundation will provide a valuable opportunity for Hewison stakeholders, staff, clients to give back to those less fortunate and disadvantaged, via donation of their time or money,” said Mr Hewison.

“We have extensive experience working with, and managing the assets of not-for-profit client and given the business is now in the position to establish our own private Foundation, we knew now was the right time to make a greater difference in the community beyond our existing efforts.”

Mark Rantall, Chief Executive Officer at the Financial Planning Association (FPA) has commended Hewison Private Wealth for continuing to improve the reputation of the financial planning profession through upholding the values of the FPA.

“The launch of the Hewison Foundation is a brilliant example of the generosity of financial advisers within our industry, and their clients,” said Mr Rantall.

“This is a positive step in the right direction to restore community trust in financial advisers, while at the same time benefiting the disadvantaged.”

Prior to the creation of the fund, Hewison Private Wealth has hosted an annual charity trivia event, raising money for the St Kilda Sacred Heart Mission – with the Foundation a natural extension.   

They expect to make significant, annual contributions to the Hewison Foundation, in addition to hosting supporting fundraising activities. The first event will be the Hewison Private Wealth Annual Charity Golf Day, at Victoria Golf Club on 12 February 2016.

The Hewison Foundation will be launched this evening at an exclusive event in Melbourne.

For more information, please contact Hewison Private Wealth: www.hewison.com.au


About Hewison Private Wealth

Hewison Private Wealth is one of Australia’s largest independent wealth management firms, specialising in high-end financial planning and investment advice to Australian individuals and families, portfolio management, and self-managed superannuation fund (SMSF) administration. The firm manages approximately 900 individual client investment portfolios valued at $700 million, of these investment portfolios approximately 540 are self-managed superannuation funds.

Hewison Private Wealth is a fee based firm which does not accept commissions of any kind. It pioneered Individually Managed Accounts in the early 1990’s and its clients’ investments portfolios are structured in this manner with investment portfolios consisting predominantly of direct investments diversified across the five main asset sectors.

Established in 1985, the firm has 30 years’ experience in providing clients with unbiased and strategic advice tailored to their individual requirements and for the ongoing management of their financial affairs. For more information visit: www.hewison.com.au.

Media contact:

Lauren Knight – Account Manager, Buchan Consulting

03 8866 1223 / lknight@buchanwe.com.au


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.