Investment Advice & Management to Build and Preserve Wealth
Building and preserving wealth requires precision, foresight, and a tailored strategy. Managing investments can be complex, with shifting markets, evolving financial goals, and regulatory requirements. At Hewison Private Wealth, we offer independent, strategic investment advice designed to align with your best interests, while acting with the freedom of independence. With decades of expertise and a commitment to direct investing, we create bespoke investment strategies that are built around you—not a one-size-fits-all model.
We provide bespoke, objective-based investment and portfolio management strategies tailored to your unique needs.
Our Investment Committee, with over 70 years of combined experience, conducts in-depth, in-house research to identify high-quality investment opportunities. Our strong domestic and international relationships give clients access to exclusive opportunities that are rigorously assessed before inclusion in portfolios. Unlike many financial advisers who rely on third-party platforms, we maintain full independence—ensuring every investment decision is made with integrity, free from conflict or external influence.
How We Manage Portfolios
At Hewison Private Wealth, our approach to portfolio construction and management is deeply personalised and strategic, designed to reflect your unique financial position, goals, and risk tolerance. We begin by conducting a comprehensive assessment of your assets, income, liabilities, and existing structures, ensuring that every investment decision aligns with your long-term objectives.
Unlike traditional advisers who rely on third-party platforms and managed funds, we build direct investment portfolios tailored specifically to your needs. We focus on investments that offer greater flexibility and control, including ASX-listed securities, property, interest-bearing securities, and exclusive international opportunities. Our Individually Managed Accounts (IMAs) offer full transparency and ownership, allowing you to stay in control of your investments while benefiting from a more flexible structure than traditional managed funds. Once your investment strategy is approved, we actively monitor and rebalance your portfolio, adjusting it as needed to reflect market opportunities and changes in your financial goals. With the guidance of our experienced Investment Committee, we apply rigorous standards to every recommendation, ensuring that your portfolio remains aligned with your objectives while providing transparency and control throughout your financial journey.
Ongoing Investment Advice Services
Our advisers provide ongoing strategic guidance, ensuring your portfolio remains optimised for performance. We take a proactive approach to investment management, regularly reviewing and rebalancing portfolios in response to market movements. Our independence means every recommendation is made with your best interests at heart—free from conflicts of interest.
Diversification is key to managing risk and capturing opportunities across market cycles. By strategically allocating assets—including cash, fixed interest, Australian and international shares, and property—we help mitigate volatility while maximising long-term returns. Our active approach ensures your portfolio evolves with market conditions and an understanding that your financial objectives may change over time.
As one of Australia’s top wealth management firms, we develop bespoke financial strategies tailored to your long-term goals. Our advisers continuously adapt your plan to market dynamics and personal circumstances, ensuring your wealth remains optimised and secure.
What Our Clients Say
Highly recommended. They are a very professional group that provide a tailored investment service and are by no means high pressure, sign here quick company. Gains did not happen overnight, but my SMSF is now ticking alone nicely and I can see the benefits of the strategy they recommended for me.
Rupy House
My husband and I have started our SMSF with Hewison this year. We are impressed with the professionalism and high quality services. Travis, in particular, is very approachable and always responds to our enquiries promptly and with great clarity.
Noriko Tremul
The staff and financial advisers have always operated very professionally and always have our interests forefront. But saying that they also treat us like extended family. So far all their advise has been reliable and profitable, with minimal risk which has been designed for us. We have no hesitation in recommending Hewisons to any of our friends and family, if they are interested in a SMSF or an investment advice.
Christine Gallagher
Where to find us
You’ll find the Hewison office conveniently located on Melbourne’s iconic boulevard, St Kilda Road, neatly nestled between Fawkner Park and Albert Park. Just 1.5km from the Royal Botanic Gardens and 3km from Melbourne’s CBD, our office offers easy access for clients who live or work in Melbourne, surrounding suburbs or further afield. Many clients reside interstate and overseas and regularly check in with their Advisers over zoom.
There is paid parking available on St Kilda Road and an underground carpark onsite that has limited parking available. For those making their way 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.
Frequently Asked Questions
Should I invest in shares or property?
Both asset classes offer strong wealth-building potential when held for at least 5 to 7 years. A well-diversified portfolio includes a mix of shares and property to reduce risk and enhance stability. We tailor investment strategies to align with your specific financial goals and construct an asset allocation that is designed just for you to meet your objectives.
Is it worth paying an investment adviser?
For those seeking expert guidance in navigating complex markets, an experienced wealth adviser provides invaluable investment insights and guidance and has the ability to craft tailored investment strategies and avoid costly pitfalls. They provide valuable insights into portfolio diversification, risk management, and tax-efficient investing, ensuring your assets are strategically aligned with your long-term financial goals. At Hewison Private Wealth, our independent, fee-for-service model ensures objective, unbiased advice focused entirely on your best interests — free from external platforms, third parties, and conflict of interests. By partnering with our trusted private wealth advisers, you gain clarity, peace of mind, and the freedom of knowing your wealth is being optimised for sustainable, long-term returns aligned with your individual needs.
What is the difference between an investment adviser and an investment consultant?
An investment adviser provides personalised strategies and ongoing advice that is tailored to an individual’s financial circumstances and goals, focusing on wealth accumulation, risk management, and long-term growth. On the other hand, an investment consultant typically works with institutions to offer strategic recommendations for portfolio construction and investment selection without direct implementation. At Hewison Private Wealth, we design and deliver bespoke independent investment strategies that we then directly implement and manage, ensuring a hands-on approach to reaching your financial objectives.
Who is considered a high net worth individual in Australia?
A high-net-worth individual (HNWI) is typically defined as someone with investable assets exceeding $1 million. At Hewison Private Wealth, we specialise in managing portfolios from $2 million to $50 million, offering bespoke investment strategies tailored to our clients’ financial journeys.
What are the investment options for high net worth individuals?
High-net-worth individuals have access to diverse investment opportunities, including direct equities, private equity, real estate, and alternative assets. When crafting bespoke portfolios, we explore strategies such as tax-effective superannuation and discretionary trusts, among others, to meet our clients’ specific objectives. Our private wealth advisers are specialists in managing the complexities of high-net-worth portfolios, collaborating closely with clients to navigate these options and ensure their investments are optimised for growth, diversification, and long-term wealth preservation.