Hewison Private Wealth
Financial Advice for Doctors
Specialist Wealth Management for Medical Professionals
A career in medicine brings both opportunity and complexity.
From high income and evolving tax obligations to time constraints and increasing financial responsibility, the decisions you make today have long-term implications for your wealth.
At Hewison Private Wealth, we provide independent financial advice for Doctors across Australia. Our role is to bring clarity to complexity by structuring, managing and protecting your wealth so it continues to serve its purpose and your goals over time.
Personalised Wealth Management
Our Advisers design and manage investment portfolios and wealth structures tailored to Doctors and medical professionals; aligning your strategy with both your current position and future direction.
Investment Strategy, Risk Management & Asset Protection
Building wealth is only part of the equation. Protecting it matters just as much. Our advisers design investment strategies that balance growth with risk management, helping protect your wealth from market volatility and unexpected life events.
This proactive approach ensures your portfolios are positioned to navigate changing market conditions while remaining aligned to your objectives.
Tax Planning & Financial Structuring
As income grows, so does complexity.
We develop tax-aware strategies and structures that support efficient wealth accumulation, working closely with your accountant and broader advisory network to ensure alignment across all aspects of your financial life.
Self-Managed Superannuation Fund (SMSF) Strategies
Our team provides guidance on SMSF structures to help doctors optimise their retirement savings, maximise tax efficiency, and maintain control over their investment strategy.
Beyond strategy, we also manage the ongoing administration of your SMSF, removing the complexity of compliance, reporting and regulatory requirements, so you can focus on your career and lifestyle without adding to your workload.
Why Choose Hewison as Your Financial Adviser?
For over 40 years, Hewison Private Wealth has advised successful individuals and families through changing markets and life stages.
Our approach to wealth planning for doctors is grounded in independence, discipline and long-term thinking, building strategies that are designed to evolve with you.
01
Independent & Bespoke Advice
As a privately owned firm, we provide independent financial advice for Doctors and medical professionals without commissions or product incentives. Every recommendation is tailored to your financial goals and circumstances.
02
Tailored Wealth Strategies
No two careers, or financial positions are the same. We design personalised strategies that reflect your income profile, career trajectory and long-term priorities.
03
Expertise & Proven Results
Our team of Certified Financial Planners (CFP®) are approaching $3 billion in client funds under management across Australia, bringing depth of experience to complex financial decisions.
04
Holistic & Ongoing Management
We don’t believe in static advice. As your career and personal circumstances evolve, your strategy should too, with active oversight and considered adjustments along the way.
Our financial advisory services are designed for:
- Specialists and surgeons
- General practitioners
- Anaesthetists and radiologists
- Medical practice owners and partners
- Senior hospital consultants
Our focus is consistent, helping you translate professional success into enduring financial security.
Common Questions
Why is financial planning important for Doctors?
A structured financial plan provides clarity and structure around managing income, tax, investment and long term wealth decisions. Allowing you to focus on your career, knowing your financial position and wealth is managed strategically with discipline.
How can a Financial Adviser help doctors build wealth?
A Financial Adviser brings together investment strategy, tax structuring, risk management and long-term planning into a cohesive approach; designed to build and preserve wealth over time for Doctors.
Do Doctors need specialised financial advisory services?
While the fundamentals of wealth management apply broadly, the complexity of medical careers, including income variability, business structures and time constraints, benefits from tailored, considered advice.
Take the Next Step
Speak with an Adviser today
If you are a Doctor or medical professional seeking independent, strategic financial advisory and wealth management services, we welcome the opportunity to understand your position.
At Hewison Private Wealth, we work in partnership with our clients, designing bespoke financial strategies that bring clarity, structure and long term confidence that your wealth will grow and be protected.