Hewison Private Wealth

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.

Purpose. Preparation. Peace of Mind.For many Australians, retirement represents the culmination of decades of hard work,...
11/06/2026

Purpose. Preparation. Peace of Mind.

For many Australians, retirement represents the culmination of decades of hard work, sacrifice and disciplined decision-making. Yet the confidence to enjoy early retirement rarely happens by chance.

In this week's blog, Wealth Adviser Sam Kalmus shares the key considerations for building a retirement strategy designed to support your lifestyle, wealth and long-term goals.

Read this week's blog: https://www.hewison.com.au/blog/retirement-planning-with-purpose/

Relationships are at the heart of everything we do.We take the time to understand our clients, their ambitions and the p...
10/06/2026

Relationships are at the heart of everything we do.

We take the time to understand our clients, their ambitions and the people who matter most to them. It's how we build trust, provide meaningful guidance and create partnerships that stand the test of time.

09/06/2026

Perspective matters most when uncertainty is highest.

At our recent Lunch & Learn, clients heard from Shane Lee, Senior Investment Strategist at Macquarie Group, alongside Hewison's Simon Curtain and Nathan Lear, as they unpacked the recent Federal Budget, inflation, global markets and the economic forces shaping investors today.

In an environment where headlines move quickly and policy continues to evolve, thoughtful discussion and informed perspective have never been more important.

Watch the highlights from the afternoon below.

Last night, we were delighted to see Tess McIntosh, Michelle Alban, Yashera Raddalgoda and Karen Truong recognised as fi...
05/06/2026

Last night, we were delighted to see Tess McIntosh, Michelle Alban, Yashera Raddalgoda and Karen Truong recognised as finalists at the 2026 Women in Wealth Awards.

Their recognition reflects the talent, dedication and client focus they bring to their roles every day. We are proud to see the next generation of advice professionals continuing to shape the future of our industry.

Today, we welcomed investors in the US Opportunities Fund II to an exclusive investor update with Pier 12 and special gu...
04/06/2026

Today, we welcomed investors in the US Opportunities Fund II to an exclusive investor update with Pier 12 and special guest Brad Harrison, Founder and Managing Partner of Scout Ventures.

The session provided an opportunity to hear directly from the fund manager on the Fund’s progress and performance, while exploring the investment opportunities emerging across artificial intelligence, defence technology and critical innovation.

At Hewison, we believe direct access to fund managers and investment insights is an important part of helping clients make informed long-term decisions.

It's one of the many ways we seek to create value beyond the portfolio itself.

Market volatility is an inevitable part of investing, yet it is often during periods of uncertainty that investors are t...
03/06/2026

Market volatility is an inevitable part of investing, yet it is often during periods of uncertainty that investors are tempted to abandon long-term strategies.

In this week's blog, Partner & Wealth Adviser Chris Colman shares five timeless investing principles to help investors navigate market fluctuations, remain focused on their goals and stay invested for the long term.

Read the full article: https://www.hewison.com.au/blog/market-volatility-five-truths-to-keep-you-invested-for-the-long-term/

Thank you to everyone who joined us at our recent Lunch & Learn.At Hewison, relationships are at the heart of everything...
02/06/2026

Thank you to everyone who joined us at our recent Lunch & Learn.

At Hewison, relationships are at the heart of everything we do. Bringing clients together to learn, connect and engage with the broader Hewison community is a privilege, and feedback like this makes it all the more meaningful.

01/06/2026

Division 296 is already reshaping the conversations we’re having with clients around superannuation, wealth structuring and long-term planning.

In our latest discussion, Partner & Wealth Adviser Chris Morcom explores the strategic considerations emerging ahead of the proposed changes, including whether retaining wealth within superannuation will remain the most effective structure over time.

“One of the key things we’re discussing with clients is whether they should leave money in super, or whether they should take it out.”

Importantly, Chris highlights that the implications of Division 296 may extend beyond those currently above the proposed $3 million threshold, particularly for couples and intergenerational wealth planning.

Watch the full Division 296 discussion via our Insights page or via link in Bio.

https://www.hewison.com.au/blog/division-296-what-investors-should-consider/

As we approach end of financial year, there’s a strong sense of focus across the Hewison team.Behind every conversation,...
29/05/2026

As we approach end of financial year, there’s a strong sense of focus across the Hewison team.

Behind every conversation, strategy and recommendation is a team committed to delivering thoughtful advice and exceptional client care without shortcuts.

Excellence at Hewison is not just about outcomes. It’s reflected in the care, ownership and high standards our people bring to their work every day.

What happens after the business sale can be just as important as the sale itself. In this week's blog, Partner & Wealth ...
28/05/2026

What happens after the business sale can be just as important as the sale itself.

In this week's blog, Partner & Wealth Adviser Glenn Fairbairn explores some of the most common wealth management mistakes business owners make following a significant liquidity event. From investing too quickly and concerntration risk, to overlooking long-term structuring and tax considerations.

Read Glenn's blog: https://www.hewison.com.au/blog/the-biggest-wealth-mistakes-after-a-business-sale/

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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