About Us

Established in 1985, we have over 37 years of experience and currently manage over $1.7 billion in funds.
We are truly independent and have always been a commission-free financial planning and wealth management firm. Our thoughts about your future are governed by our uncompromised approach to designing bespoke investment strategies and a commitment to building long-standing client relationships based on trust, integrity, personal service, and longevity. We excel at understanding what stage of the journey clients are at, helping you articulate your objectives, so we can tailor solutions specific to your needs and ambitions. We believe there is never a once size fits all.
In the interests of full transparency, we typically manage portfolios from $1.5M - $20M in size, but like everything, there are always exceptions to the rule. Our robust research-based process and our values of independence, integrity, innovation, and expertise, are the guiding principles that overarch all of our future thinking. Bespoke strategies purpose-built for your financial future and governed by our direct investment philosophy, means you are always in control. Naturally, we're also proud to be recognised as one of Australia's most frequently awarded firms.

About Us

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The Hewison Difference

What makes us different?
Independent since Inception. Bespoke by design.
We design bespoke investment portfolios for every client and manage their affairs as if they were our own. Clients take comfort in our direct investment approach which provides them with ultimate 'hands-on-the-wheel' control, flexibility, and discretion. Clients will never be presented with an 'off-the-shelf model' portfolio or have a risk profile applied to an investment recommendation. Each portfolio is constructed with great care with individual goals and objectives remaining at the heart of all advice. Once established,
portfolios are conducted through Individually Managed Accounts (IMA's) and efficiently administered by a team and processes refined over 37 years. We are privately owned by executives who work within the business. Our strong succession plan sees successful Advisers progressively offered equity participation. This guarantees the long-term ownership of Hewison Private Wealth is a fiercely independent, privately-owned company, providing clients with the comfort that their best interests will always be served.
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Investment Philosophy

Rare and Refined
Always adaptable to market movements.
Developed over many years in response to trends, opportunities, and many market upheavals, the Hewison investment philosophy has proven successful for our clients over three decades. Initially born out of the 1987 stock market crash, our philosophy is centered around direct investment that provides clients with ultimate control and flexibility. Designed to deliver
objective-based returns our investment philosophy is further underpinned by our long-term approach to investing. Our responsive team's discipline to rebalancing your portfolio back to your diversified asset allocation means your financial strategies are optimised for investment decisions to be made in response to changing markets, whilst always protecting the downside.
My financial affairs have been managed by Hewison's for at least 15 years, helping me to preserve and increase my assets.

Awards

One of Australia's leading award winning firms.
We are proud to be recognised as one of Australia's most frequently awarded financial advice and wealth management firms over three decades. We work hard to have our achievements and people acknowledged by industry peers and bodies.
Most recently awarded Self-Licensed Firm of the Year in the 2020 ifa Excellence Awards and in both 2020 & 2021 we had Senior Wealth Advisers named in Australia's Top 100 Financial Adviser List as produced by the Australian in conjunction with Barrons.
2021
2020
2019
2018
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Have Questions?

We understand that choosing a Financial Adviser is a big decision and you may have some questions.
Over our long history, we have gained the experience to know what some of the most important and commonly asked questions are for those seeking professional financial advice.
Our experienced team has curated answers to some of your most frequently asked questions. Empowering our clients, and future clients, with knowledge, is another passion of ours.
FAQ’s