Built on Relationships. Strengthened by Trust.

This year, Hewison Private Wealth proudly celebrates 40 years in business—four decades of guiding successful individuals, families and business owners through life’s financial complexities with independence, clarity and care. 

From day one, we’ve never set out to be the biggest—only the most trusted. We’ve always believed that when you focus on doing exceptional work for people, growth takes care of itself. And that belief has proven true: over the years, our business has grown steadily and sustainably through something powerful—word of mouth. 

Most of the clients we partner with today have come to us via a referral, whether from a friend, family member, colleague or professional network. These introductions are never taken for granted. In fact, we consider them the highest form of praise. A referral signals that you’ve experienced the value of our advice, and trust us enough to care for the people who matter most to you. 

That trust has shaped our business more than any strategy ever could. 

A business built on trust 

One long-standing client recently introduced us to their daughter and son-in-law, who had received an unexpected inheritance from the son-in-law’s side of the family. With a significant liquidity event on their hands, they wanted to ensure they made the right decisions—how best to invest, manage the funds, and align their financial strategy with their long-term goals. We were able to provide highly tailored advice, built on decades of experience, and delivered with the same level of care and dedication we offer to every client. 

These are the kinds of relationships we value most—where the impact of our advice extends beyond wealth management to help people live with greater confidence, purpose and peace of mind. 

A sincere thank you 

To those who have already referred others to Hewison Private Wealth—thank you. Your trust and advocacy have not only shaped who we are today but also enable us to continually invest in what matters most: our people, our service, and the experience we deliver to every client. 

This sustainable growth fuels our ongoing commitment to achieving our vision—to be the pre-eminent leader of 5-star service, unmatched in our delivery of client outcomes and experience. 

Who should you refer? 

We work with a wide range of individuals and families, but those who benefit most typically: 

• Are time-poor professionals or business owners seeking clarity and control
• Are preparing for or navigating major life events—retirement, business transitions, intergenerational planning
• Value independent advice and a long-term relationship with a trusted adviser 

If you know someone like this, we’d be honoured to help them.

How to make a referral

It’s simple. You can: 

• Introduce them directly to your adviser via email
• Share our website, where they can connect with us on their own terms
• Or let’s share a coffee together 

A discreet conversation is always the first step, and we’ll ensure they feel heard, understood and supported from day one.

As we reflect on 40 years of service, we’re reminded that relationships are not just part of our business—they are our business. Thank you for being part of our journey—and for continuing to share it with others.