Estate Planning Services
Protect your Legacy with Structured Estate Planning
At Hewison Private Wealth, our estate planning services are designed to help you protect, manage, and transfer your wealth in a way that reflects your values and ensures long-term financial security for your loved ones. We work closely with you—and your legal and tax advisers—to structure your estate plan with precision, so your legacy is passed on according to your wishes, with minimal complexity and risk.
Plan with confidence. Protect what matters most.
Why Estate Planning Matters?
Estate planning is more than just writing a Will. It’s a strategic process that ensures your wealth is transferred effectively, tax-efficiently, and in accordance with your intentions. It includes Will creation, trust structures, Powers of Attorney, superannuation nominations, business succession planning, and philanthropic giving. At Hewison Private Wealth, our role is to guide you through the complexities—ensuring your estate planning strategy is aligned with your broader financial goals and evolves with your life circumstances.
Without a carefully structured estate plan, even the most successful wealth accumulation strategies can unravel. Family disputes, unnecessary tax liabilities, and unintended outcomes are common risks. Our independence means we’re focused solely on our obligation to act in your best interests—ensuring your estate planning strategy is robust, clearly documented, and fully integrated into your overall financial roadmap.
How Hewison Private Wealth Manage Estate Planning
We help structure your estate to protect your assets, provide for your beneficiaries, and minimise tax obligations. Our advisers collaborate with your solicitor to ensure every detail aligns with your long-term goals. In doing so we work alongside legal professionals to ensure your Will reflects your wishes and is supported by appropriate trust structures, testamentary trusts, or family trusts—helping preserve wealth across generations and shielding it from potential disputes or claims.
It is imperative that you establish who will manage your affairs if you’re unable to. We provide guidance on assigning financial and medical decision-making authority through Powers of Attorney and guardianship arrangements. For business owners, succession planning is equally as important and we work with you to ensure a seamless transition, whether that involves family succession, key personnel, or a business sale.
Superannuation isn’t automatically covered by your Will. We help structure binding nominations and SMSF succession plans to ensure your retirement savings are distributed according to your wishes.
Philanthropy & Meaningful Giving
If giving back is important to you, we help you establish structured charitable giving plans—such as Public Ancillary Funds or direct donations—that reflect your values and maximise tax effectiveness.
"Estate planning isn’t a one-time event—it’s a strategy that evolves with you. As your circumstances change, so too should your estate planning. Our ongoing advisory ensures your plan stays current and continues to meet your objectives."
Where to find us
Our office is conveniently located on St Kilda Road, Melbourne, just minutes from the CBD, neatly nestled between Fawkner Park and Albert Park. Just 1.5km from the Royal Botanic Gardens and 3km from the Melbourne CBD, our office offers easy access for clients who live or work in Melbourne, and we offer virtual consultations for interstate and international clients.
When navigating to our office, you can opt to drive 10 minutes with limited on-site parking available. For those navigating via public transport, the 3, 5, 6, 16, and 67 tram routes will all bring you within a short walk of our office, taking no more than 15 minutes.