Hewison Private Wealth
Financial Advice for Lawyers
A legal career brings financial complexity that most advisers are not equipped to handle.
From managing partnership income and equity buy-ins to navigating the long build-up to senior roles, lawyers face a distinct set of financial decisions. The right planning early can make a material difference to what you accumulate and keep.
At Hewison Private Wealth, we are proud to work alongside lawyers and legal professionals, providing independent, tailored financial advice built around the realities of a legal career.
Personalised Wealth Management
We build personalised wealth management strategies that account for your career trajectory, income variability, and long-term goals. For Lawyers approaching partnership or other executive positions, your investment and savings plan should reflect where you are heading, not just where you are now.
Investment Strategy, Risk Management & Asset Protection
Building wealth as a lawyer often means managing a significant income alongside the complexity of variable income years, bonuses, and eventual partnership draws. We develop investment strategies that are appropriately diversified, managed to your risk profile, and structured to protect the assets you have worked hard to build.
Tax Planning & Financial Structuring
Lawyers frequently face elevated tax obligations, particularly as income grows through senior roles and partnership.
Hewison works with you and your accountant to identify structuring approaches that support your financial goals, including family trust considerations, income splitting, and strategies to manage tax across high-income years.
Self-Managed Superannuation Fund (SMSF) Strategies
For partners and senior lawyers, superannuation is often a primary wealth-building vehicle.
We provide advice on SMSF establishment, investment strategy, and contribution planning, giving you greater control over one of your most significant long-term assets.
Why Choose Hewison as Your Financial Adviser?
For over 40 years, Hewison Private Wealth has advised successful individuals and families through changing markets and life stages.
Our approach to wealth advisory for Lawyers is grounded in independence, discipline and long-term thinking, building strategies that are designed to evolve with you.
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Independent & Bespoke Advice
As a privately owned firm, we provide independent financial advice for Lawyers and senior law professionals without commissions or product incentives. Every recommendation is tailored to your financial goals and circumstances.
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Tailored Wealth Strategies
Every lawyer’s financial position is different. Whether you are an employed solicitor, a salaried partner, or an equity partner with a significant buy-in obligation, your wealth plan should reflect your specific situation and timeline.
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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.
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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:
- Solicitors and associates building their financial foundations
- Senior associates managing significant income and growing assets
- Salaried and income partners navigating increased financial complexity
- Equity partners with buy-in obligations and high superannuation balances
- Former lawyers approaching retirement or transitioning careers
Our focus is consistent, helping you translate professional success into enduring financial security.
Common Questions
Why is financial planning important for Lawyers?
Legal careers are financially rewarding but complex. Income can vary significantly by year, particularly in private practice where billable targets, bonuses, and partnership draws create irregular cash flows.
Without structured financial planning, it is easy to earn well but not build lasting wealth. A financial adviser experienced in working with lawyers can help you make the most of high-income years, manage tax obligations, and build a long-term strategy aligned to your career.
How can a Financial Adviser help Lawyers build wealth?
A financial adviser who understands the legal profession can help you structure your income and investments to maximise long-term outcomes.
This includes building an investment portfolio appropriate for your risk profile, managing superannuation contributions to take full advantage of concessional caps, advising on tax-effective structuring, and ensuring your insurance and estate planning protects what you build.
Do Lawyers need specialised financial advisory services?
Lawyers benefit significantly from working with an adviser who understands how legal careers are structured.
Partnership buy-ins, equity arrangements, deferred compensation, high-income tax management, and the financial complexity of moving from employed to self-employed practice all require advice tailored to the profession.
Take the Next Step
Speak with an Adviser today
If you are a lawyer looking for financial advice built around the realities of your career, we would welcome the opportunity to start a conversation. Our Advisers take the time to understand your situation and provide clear, independent guidance you can act on.
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.