Expert Financial Advice for Enduring Wealth.
We understand the unique challenges and opportunities faced by affluent clients and provide the expertise to navigate them with confidence.
At Hewison Private Wealth, we go beyond traditional financial planning to deliver bespoke, independent financial strategies designed for high-net-worth individuals and families. From investment management and wealth preservation to estate planning and tax optimisation, our personalised approach ensures your financial future is protected and positioned for growth.
Why Choose Hewison as Your Financial Planner and Adviser?
With four decades of experience, Hewison Private Wealth has built a reputation as one of Melbourne and Australia’s leading financial advisory firms. Our commitment to independence, transparency, and excellence sets us apart:
01
Independent & Bespoke Advice
We are privately owned and do not accept commissions, ensuring our recommendations are always tailored to your goals and circumstances.
02
Tailored Wealth Strategies
Each financial plan is customised to align with your personal and financial goals.
03
Expertise & Proven Results
Our team of Certified Financial Planners (CFP®) manage over $2.5 billion in client funds.
04
Holistic & Ongoing Management
We provide continuous oversight and adapt strategies to evolving market conditions and life changes.
Personalised, Comprehensive Wealth Solutions
Our independent financial advisers specialise in managing complex wealth structures, addressing intricate tax considerations, multi-generational estate strategies, and investment diversification. Our tailored approach ensures that your financial plan evolves alongside your wealth.
Strategic Growth, Risk Mitigation & Asset Preservation
Financial success requires a proactive approach. Our advisers develop strategies that protect your wealth from market volatility, legal risks, and unforeseen life events. By incorporating risk management, insurance solutions, and asset protection, we ensure financial security across all life stages.
Tax Planning & Structures
Optimising tax efficiencies is a critical aspect of wealth management. We design strategic investment and asset structures that minimise tax liabilities while maximising long-term wealth accumulation. Working closely with your tax advisers, we ensure that your financial strategy is seamlessly integrated across all areas of wealth management.
Self-Managed Superannuation Fund (SMSF) Strategies
We provide expert guidance on SMSF structures, helping you optimise your retirement savings, maximise tax benefits, and ensure compliance with regulations. Our SMSF solutions are designed to give you greater control over your superannuation while aligning with your broader wealth strategy.
Who we help
We understand the unique challenges and opportunities faced by affluent clients and provide the expertise to navigate them with confidence.
Our financial advisory services are tailored for:
- High-net-worth individuals & families looking to protect and grow their wealth.
- Business owners & entrepreneurs seeking integrated financial strategies.
- Pre-retirees & retirees looking for long-term security and estate planning.
- Executives & professionals requiring sophisticated investment and tax strategies.
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.
Client Success Stories & Testimonials
Transparent and clear communication has been a constant throughout our three years with Travis. He takes a genuine interest in us as a family, not just as clients, which we really appreciate. The advice has always felt tailored, thoughtful, and closely aligned with what we’re trying to achieve. We feel both supported and confident in our financial direction thanks to Travis and the HPW team.
Nick Benjamin
My wife and I have been clients of Hewison Private Wealth for 3 years and over this time Chris Morecom has been our adviser. Our portfolio has been actively managed with the regular contact from Chris with recommendations to enhance the performance of the portfolio. Having our retirement managed professionally has completely removed the pressure we previous felt managing our own superannuation fund and retirement savings. It is a relief knowing our financial future will be professionally managed by Hewison Private Wealth.
Mark Lyndon
We have been with Hewison for nearly two years now and working with Glenn in discussing and planning our investments to a structured system that provides growth and income, has been seamless and financially beneficial. Glenn’s ability to engage and communicate is reflective of his experience and knowledge of the industry and of people, which is so important when you are making decisions on your present situation and future outcome for yourself and your family.
Shane Morwood
Common Questions
Why should I have a financial plan?
A financial plan provides clarity, control, and confidence over your wealth. It ensures that your assets, investments, and tax strategies are optimised to achieve long-term financial goals while safeguarding against risk.
Is financial planning right for me?
Financial planning is valuable for anyone who wants to take control of their financial future. For those who have worked hard to accumulate wealth or have recently come into money, financial planning is imperative to ensure you not only preserve your wealth but help it prosper. A well-constructed financial plan ensures your assets are aligned with your goals and safeguarded for the future.
What does a financial planner do?
We refer to our financial planners as Wealth Advisers who act as your strategic partner, guiding you through all aspects of wealth management, from investment planning and tax structuring to estate strategies and risk management. Our financial planners act as a strategic partner, ensuring your wealth is expertly managed and aligned with your lifestyle and goals. We collaborate with our clients to assess their current financial situation and create a comprehensive, bespoke strategy tailored to their short-term and long-term objectives. Our private wealth advisers also provide ongoing guidance, adapting client plans to their changing circumstances or market conditions. Our team manages all the technical details and implementation, allowing you to focus on what matters most to you while we protect and grow your wealth. Beyond the numbers, we’re here to guide and support you through life’s financial decisions, ensuring you feel informed, confident, and secure.
Is it worth paying for a financial adviser in Australia?
Yes. A financial adviser provides expert insight, strategic planning, and proactive management, helping you make informed decisions and avoid costly mistakes. Our independent wealth advisers ensure that every financial decision is optimised for long-term wealth creation and preservation. They also save you time and reduce stress by managing the technical and administrative aspects of managing portfolios. Our advisers also specialise in addressing the complex needs that can arise from the management of affluent individual’s wealth. While there’s a cost involved, the long-term value of professional advice often outweighs the expense, as it can lead to better financial outcomes, peace of mind, and a clearer path toward your goals.