Hewison Private Wealth
Financial Advice for Executives
A senior corporate leadership career creates financial opportunities as well as complexities that are often too difficult to manage alone.
From navigating executive remuneration packages and equity incentive plans to managing the concentration risk of significant company shareholdings, executives face a distinct set of financial challenges. Getting the strategy right requires an adviser who understands the landscape.
At Hewison Private Wealth, we work with C-suite leaders, senior executives, and high-income professionals to provide independent, tailored financial planning built around your career, your remuneration, and your long-term goals.
Personalised Wealth Management
We build personalised wealth management strategies that account for your income, career stage, asset base, and long-term objectives. Whether you are a newly appointed senior manager building your financial foundation or a seasoned C-suite leader approaching retirement, your financial plan should be as carefully considered as the decisions you make at work.
Executive Remuneration and Equity Advice
Complex remuneration packages require specialist advice. Hewison helps executives understand and optimise the financial outcomes from salary packaging, short-term and long-term incentives, performance rights, restricted stock units, employee share plans, and deferred compensation arrangements.
We work with you to ensure every element of your remuneration is managed in a tax-effective and strategically sound way.
Tax Planning & Financial Structuring
High executive incomes come with significant tax obligations. Hewison works with you and your accountant to develop structuring strategies that support your financial goals, including advice on vehicles such as family trusts, income structuring, and the timing of equity vesting and sales.
We take a holistic view of your tax position to identify the most appropriate approach for your circumstances.
Self-Managed Superannuation Fund (SMSF) Strategies
For senior executives, superannuation is often a primary long-term wealth vehicle. Hewison provides advice on SMSF establishment and strategy, contribution maximisation, investment mandate design, and the transition from accumulation to retirement income.
We help you use superannuation as an effective part of an overall wealth management strategy.
Why Choose Hewison as Your Financial Adviser?
We understand that executives want an adviser who has genuinely thought about the complexity of their financial situation, not a generalist who applies a standard approach regardless of your circumstances.
We work with senior professionals across industries because we invest the time to understand your career, your remuneration, and the specific financial decisions that matter most to you.
Our advice is independent, conflict-free, and always aligned to your interests.
01
Independent & Bespoke Advice
As a privately owned firm, we hold no institutional affiliations and receive no product commissions. Our advice is built around your circumstances and your interests alone. That independence matters, particularly when the advice involves complex equity, remuneration, and structuring decisions.
02
Tailored Wealth Strategies
No two executives have the same financial position. Whether you are managing a concentrated share holding, navigating an exit event, or building a long-term investment strategy alongside a demanding career, your plan should be built specifically for you.
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:
- C-suite leaders managing complex remuneration packages and equity arrangements
- Senior managers navigating first-time executive compensation structures
- Executives with significant employer share holdings or vesting equity
- High-income professionals preparing for a career transition or exit event
- Recently retired executives managing the transition from employment income to investment income
Our focus is consistent, helping you translate professional success into enduring financial security.
Common Questions
Why is financial planning important for Executives?
Executive financial planning covers the full range of financial decisions a senior leader needs to manage, including investment strategy, tax planning, superannuation, risk insurance, estate planning, and advice on complex remuneration such as equity incentives, performance rights, and deferred compensation.
How can a financial adviser help executives manage equity and share schemes?
Employee share plans, performance rights, and restricted stock units all create specific tax and investment decisions that need to be managed carefully.
A financial adviser experienced in executive remuneration can help you understand the financial implications of each vesting event, plan around the tax obligations that arise, assess the concentration risk of holding significant company shares, and develop a strategy for diversifying your overall wealth portfolio.
Do Executives need specialised financial advisory services?
Standard financial advice is not built for the complexity that senior leaders face. Variable remuneration, equity vesting schedules, performance-based bonuses, and the tax implications of high executive incomes all require specialist knowledge.
An Adviser who understands these structures can help you make better decisions at the moments that matter most, whether that is a major equity vesting event, a career transition, or planning for retirement from a high-income position.
Take the Next Step
Speak with an Adviser today
If you are a senior executive looking for financial advice that reflects the complexity of your career and remuneration, we would welcome a conversation.
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.