independent financial advice | Hewison

independent financial advice

A generally well-planned retirement strategy should allow for a smooth transition from a reliance on income generated through your employment or business ownership, to that of income generated from more passive sources, such as investment income. This is needed as your employment and/or business activities wind back and eventually stop.

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

We hope you will feel the same and share your experience as a Hewison client with your friends and families. The Hewison performance over the past 12 months, as measured by you, could be the greatest gift you could give.

It all began with you, our clients, reflecting on your future, and the results were bright.  A little while ago, you may have received a request to think about the service we provide you. This survey was part of our association with the Macquarie Virtual Adviser Network (VAN), which is a group of high performing financial planning businesses across Australia.

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

Timing of Contributions and Pension payments 

  • If you are contributing to your super fund, it must be in the fund’s bank account by the close of business on 30 June 2020 (a Tuesday in 2020). 

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

This medical crisis has been very concerning for the entire global community and there are sure to be dire economic impacts. Sadly, many good businesses will not survive, and many jobs will be lost. As bad as it is likely to be, I think the outlook has been greatly exaggerated by some seeking a headline.

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

Private Client Advisers from Hewsion Private Wealth met with Ray and Wendy to learn about the couple’s long and short-term goals and objectives. Ray had worked hard over the years to accumulate a significant asset base and he did not want to see it decline over time. In response, Hewison developed a financial plan that included investment across a diverse range of assets, such as Australian and international shares, property, fixed interest and cash. 

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

It’s important to make sure that you’re still on track to achieve your long term financial goals and objectives, but first, you must ask yourself the question -

Have the goalposts moved?

Firstly, let’s take a moment to reflect on your personal financial goals. I encourage you to grab a pen and paper and write this down. A few questions you could ask yourself 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

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

Restrictions are being eased and the curve is flattening but we are still hearing about new cases and deaths. There have been recent positive reports of anti-viral drugs and many are hopeful of a vaccine. However, at the same time, there are many fears of a second wave of the virus as we near closer to winter.

With all this uncertainty, it is hard not to ponder what could be in store for the rest of the year. Of course, I would love to have a crystal ball and know what is going to happen, instead let’s look at a couple of the key questions on many people’s minds.

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

Is this true?

The short answer is, it depends. First, let’s deal with investment volatility.

Investment volatility occurs when any investment can be bought and sold freely during the life of the investment. Typically, investments listed on a stock exchange can be easily traded, but this can create volatility in the value. Also, the price it is traded for is not always representative of the true value of the investment. The ability to gain access to your money on a short-term basis is called liquidity.

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.