Hewison Private Wealth

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Hewison Private Wealth Our Independence. Maximises Yours. Hewison Private Wealth offer investment advice and wealth management strategies that perform well above the benchmark.

Since our inception in Melbourne in 1985 a cornerstone of our philosophy is that advice must be delivered without bias and tailored to a client's individual objectives. That's how we began 30 years ago. And it's the foundation of our operation today. We help people with:

Financial Planning & Advice
Wealth Creation & Asset Management
Superannuation & SMSF advice
Retirement Planning
Not for Profit / Philanthropic Funds
Investment Portfolio Management
Cash Flow Management & Tax Planning
Succession & Estate Planning
Personal Insurance

We are Melbourne based, wholly independent financial advisers. For over 30 years Hewison Private Wealth has created tailor made wealth creation strategies for individual clients. We don't take commissions or kick backs. We work solely for our clients. Their success is our success.

“From the Hewison mould.”We couldn't think of a lovelier compliment. It's a reflection of the professionalism, genuine c...
02/11/2026

“From the Hewison mould.”

We couldn't think of a lovelier compliment. It's a reflection of the professionalism, genuine care and integrity we value in our people, and the experience we hope every client has when working with us.

Well done, Marcus, and thank you to our client for such kind words.

Today, a race stops the nation, but it also marks that time of year when summer starts to feel a little closer.With anot...
30/10/2026

Today, a race stops the nation, but it also marks that time of year when summer starts to feel a little closer.

With another busy year nearing its end, there's something to be said for looking ahead to longer days, slower afternoons and a little more time to enjoy the things we love.

There's still plenty to do before the year is out, but the promise of those long summer days is certainly something to look forward to.

It's been a busy month at Hewison, and there's certainly been plenty to celebrate!From team-building adventures and clie...
30/10/2026

It's been a busy month at Hewison, and there's certainly been plenty to celebrate!

From team-building adventures and client events to award nominations, career milestones, welcoming new faces and coming together for our annual Strategy Day, October has been full of opportunities to connect, collaborate and grow.

There's a real energy around the office at the moment, and it's wonderful to see our people embracing new opportunities, supporting one another and contributing to the culture that makes Hewison such a special place to be.

We're delighted to announce that Simon has been appointed Head of Advice at Hewison Private Wealth.With 20 years of advi...
29/10/2026

We're delighted to announce that Simon has been appointed Head of Advice at Hewison Private Wealth.

With 20 years of advice experience and a genuine passion for our culture and the people who make it, Simon is the natural choice to lead our advice team into its next chapter. Please join us in congratulating Simon!

A $1 investment growing to $14,751 over 100 years sounds impressive, but inflation tells another side of the story.Once ...
28/10/2026

A $1 investment growing to $14,751 over 100 years sounds impressive, but inflation tells another side of the story.

Once rising prices are taken into account, that growth equates to just $814 in inflation-adjusted terms. Still an extraordinary return, but a reminder that growing wealth and preserving purchasing power go hand in hand. In this week's blog, Travis Schindler explores the power of compounding, the impact of inflation and why a long-term investment approach matters.

Read this week's blog: https://www.hewison.com.au/blog/compounding-investment-returns-inflation/

Our Lunch & Learn at Zinc last week was a wonderful reminder of why we love bringing the Hewison community together.With...
27/10/2026

Our Lunch & Learn at Zinc last week was a wonderful reminder of why we love bringing the Hewison community together.

With Melbourne sunshine as the backdrop, we enjoyed an afternoon by the Yarra exploring estate planning and intergenerational wealth. A big thank you to William Moore and Sam Baring from Hall & Wilcox for sharing their expertise and leading such an engaging and insightful discussion.

It was lovely to catch up with familiar faces and welcome some new ones, but most importantly, to give our clients a deeper understanding of how thoughtful estate planning can help protect their wealth and ensure it passes to the next generation in line with their wishes.

Thank you to everyone who joined us and made the afternoon such a success!

27/10/2026

Division 296 isn't just a consideration for those with more than $3 million in superannuation today. The 2026/27 financial year is different from every year that follows. For this year alone, only your balance at 30 June 2027 counts, creating a window of opportunity to consider your options now, rather than later.

At Hewison Private Wealth, we believe it's important to understand your options while that window remains open. That's why we've developed A Guide to Understanding Division 296, bringing together our advisers' expertise to explain the changes, the planning opportunities still available and the important considerations for SMSF trustees and their families.

Explore our guide and understand your options:https://www.hewison.com.au/wp-content/uploads/2026/10/A-Guide-to-Understanding-Division-296.pdf

The good news keeps coming! We're incredibly proud to share that Hewison Private Wealth has been named a finalist in fiv...
23/10/2026

The good news keeps coming! We're incredibly proud to share that Hewison Private Wealth has been named a finalist in five categories at the 2026 ifa Excellence Awards, recognising the talent, expertise and innovation across our business.

A big congratulations to our finalists:

Individual Categories

Investment Adviser of the Year - Glenn Fairbairn
Paraplanner of the Year - Michelle Alban
PY Adviser of the Year - Yashera Raddagoda

Company Categories

Employer of the Year – led by Erin Parker
Marketing Program of the Year – led by Creina Lister

These nominations are a wonderful acknowledgement of the dedication and expertise of our people, from delivering exceptional advice and client experiences to building a workplace where our team can thrive and continuing to strengthen the Hewison brand.

Congratulations to everyone involved! We're proud to be recognised alongside some of Australia's leading financial advice professionals and look forward to celebrating at the awards on Thursday, 3 December.

Many Australian's rely on the default insurance provided by their super fund without giving much thought to whether it w...
22/10/2026

Many Australian's rely on the default insurance provided by their super fund without giving much thought to whether it would be enough to support their family, cover their mortgage or replace their income if circumstances change.

In this week's blog, Head of Risk & Insurance Marcus English explores why having insurance isn't necessarily the same as being adequately protected, and what you should know about the cover you already have.

Read this week's blog: https://www.hewison.com.au/blog/the-super-insurance-assumption-why-default-cover-often-isnt-enough/

Address

417 Saint Kilda Road
Melbourne, VIC
3004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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