independent financial advice | Hewison

independent financial advice

As you think through whether you should invest now, here are some helpful tips to guide you.

Have a plan

One of my favorite quotes in life is “Failing to plan is planning to fail”. Before you jump right in, creating a plan will help you reach your financial goals faster. You want to ensure all your ducks are in a row before you invest. Some things to look at are:

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.au

Please 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.

independent financial advice

With restrictions in place throughout much of 2020 and possibly into the future, many people have opted to purchase a holiday home rather than spend money on interstate or overseas travel. As many workers now have the flexibility to work remotely post-pandemic, this has added to the desire to purchase a holiday home. Demand for popular holiday locations such as Bryon Bay and Portsea has skyrocketed since the pandemic. 

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.au

Please 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.

independent financial advice

We spent most of our time talking about their current circumstances, strategic ideas, and of course the financial position they would like to be in over the next ten years. Investments will certainly be a vital piece of their financial strategy moving forward and probably the main topic of our next meeting. Here is an insight into some of the questions that as Wealth Advisers, we are tasked with helping our clients answer.

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.au

Please 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.

independent financial advice

During discussions with clients, colleagues, and friends on the prospects for the economy going forward, the majority believe that we’re experiencing a temporary rebound, with some kind of fiscal cliff approaching in the first half of next year. I disagree, and here is why: 

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.au

Please 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.

independent financial advice

Good Debt helps you purchase assets that help you build wealth, such as assets that provide an income and/or grow in value over time. 

Common examples of Good Debt include borrowing money to purchase an investment property that provides rental income or borrowing money to invest in shares or managed funds. Business loans can also help businesses to expand and grow. 

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.au

Please 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.

independent financial advice

I should first explain that we are in the business of managing relationships with our clients and managing their financial affairs. By virtue of our ongoing management model, our business has been able to continue with little disruption throughout this crisis - but some fast-paced action and progressive learning helped us achieve successes beyond expectation. I thought it might be helpful to share some of that experience.

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.au

Please 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.

independent financial advice

Well, the answer is – it depends. There is no one size fits all because everyone’s financial situation is different. A lot of people invest blindly by simply following what other people are doing. To succeed in investing, you need to first understand what you are hoping to achieve. Once you’ve written down your goals and objectives, you then need to establish an investment strategy that is aligned with achieving them. 

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.au

Please 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.

independent financial advice

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.au

Please 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.

independent financial advice

According to a recent Roy Morgan poll, 32% of working Australians were working from home between April and May. This number was even higher in traditional ‘white-collar’ industries such as Finance and Insurance where almost 60% of the workforce was working from home.

Arguably, an unintended benefit of the pandemic has been that we have seen a large segment of the economy continue to operate business as usual, while working from home, and without any reduction in worker productivity.

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.au

Please 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.

independent financial advice

The impact of COVID-19 on the global economy has been enormous. As the virus lingers, we are not out of the woods. The economic fallout has been staggering. We have entered a technical recession in Australia, the first time since the early 1990s. Australia saw a huge 7% decline in its June quarter Gross Domestic Product (GDP). In the recent federal budget, our budget deficit has ballooned out to around $214 billion to fight the virus in a bid to save the economy.

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.au

Please 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.