We invest and manage wealth with a client-first mindset. Always.
We don't belong to anyone and aren't distracted by what others do. Our true independence, since inception, means we're not connected to any financial institution, product, or platform. We won’t, nor have we ever earnned a commission from any investment or recommended product.
We are engaged by clients on a fee-for-service basis, our performance and value are measured by our clients. Our unwavering independence provides you with the confidence that our advice is totally unbiased and based only in your best interests. Our success is your assurance.
Our promise to you
To partner with you, to provide you with the confidence and freedom to achieve your goals and dreams for the future.
Like family, we have your back and best interest at heart. Our ongoing relationships are built on experience, strong values, and genuine care. The human experience we bring to our client relationships fosters mutual trust, something we work hard to continuously earn, grow and retain through our daily actions and interactions. We nurture relationships, with an expert eye on long-term portfolio performance. Every strategy and investment recommended will be unique to you and your objectives. This is what we call bespoke, independent advice. Your dedicated Advice team will
always be thinking about your future. Constantly checking in, regularly reviewing, rebalancing, and managing your portfolios. The investment recommendations made for you will always be tailored to your ambitions and what's in your best interest every step of the way. We work at your pace and provide you with complete control and flexibility at all times. Online access to your portfolio provides complete visibility over your investment performance, cash flow position, and your asset allocation summaries. All balanced daily, for full transparency always.
6 Steps to Success
Refined over three decades, our advice process runs at your pace.
1. INITIAL DISCOVERY MEETING
The purpose of your first complimentary meeting is to understand your why. We want a deep understanding of your position and objectives, and how we can add value to your financial landscape. We’ll ask plenty of questions, and we’re sure you’ll have some too. If we believe we can add value to your financial landscape we will explain how.
2. STRATEGY & ADVICE PREPARATION
At your instruction, here is where we’ll begin working on the development of your long-term financial blueprint, or Statement of Advice. Your situation is unique, and so is the advice we prepare. Your Statement of Advice includes the strategic planning requirements and recommendations for how your funds should be invested in order to meet your goals. This typically takes our team ten business days.
3. ADVICE PRESENTATION
Once your Statement of Advice has been prepared, it is presented and provided to you, typically in person — but it can be virtual if you would prefer. Our advice process and presentation will never have a 'cookie-cutter' approach or 'system generated' recommendation for how your funds will be invested. Every strategy and investment recommended will be unique to you and your objectives. This is bespoke, independent advice.
4. ACCEPTANCE & IMPLEMENTATION
Upon advice acceptance, our team will immediately begin work. Here's where we put our words to action. You will be introduced to your dedicated Client Services Manager (CSM) who will lead your implementation. Our sole interest is in developing a valued, long-term relationship with you. We are not focused on short-term rewards or transaction fees. Therefore; we do not charge to implement your advice. Once your implementation is complete, your Adviser will make a time to meet and review your strategy and experience to date. We welcome your feedback, good, bad, or indifferent. It is what makes us all better.
5. REVIEWS & REBALANCING
We are always on call to provide rational guidance. There are no additional costs, it's all part of the service. On top of this, the team actively reviews and manages your assets regularly. This includes disciplined re-balancing back to the recommended asset allocation while providing access to exclusive investment opportunities. To make sure we’re always on the same page, you and your Adviser will agree on an ongoing review regime. During the early stages of our partnership, you may like to meet more often, but as comfort levels increase, we find our clients enjoy meeting once or twice a year.
6. SIT BACK & RELAX
With all investments made and advice implemented, sit back and relax, knowing you are in safe hands. Complete access and transparency to your investments and portfolio at all times via our secure online portal, providing daily balances and performance data.
What to expect?
A values based experience.
Years of experience have taught us that wealth means different things to different people. Our bespoke investing and management services cater to a broad array of clients who are largely high-net-worth individuals, families, entrepreneurs, business owners, and high-income earning individuals on a pathway towards financial independence. We typically manage portfolios from $1.5M - $20M, with a minimum annual client fee of $10,000AUD, and protect our clients with appropriate personal insurance as part of the advice process.
But it's Hewison Private Wealth’s foundational values of Independence, Integrity, Innovation, and Expertise that form the basis for how we think and act on behalf of our clients, and each other, daily. They define who we are within our profession, and we are accountable to them every day. Our cultural values of Fun, Family, and Empowerment were established by our team and have become our true heartbeat. We live and work by them every day, and like osmosis, our clients experience this same sense of Fun, Family, and Empowerment.