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.

A warm welcome to Chris Wong who has joined Hewison as a Wealth Adviser.We're excited to have Chris bring his energy and...
07/09/2026

A warm welcome to Chris Wong who has joined Hewison as a Wealth Adviser.

We're excited to have Chris bring his energy and expertise to the team. He has a genuine passion for retirement planning, superannuation, investments, and income cashflow management and it shows in everything he does.

Outside the office, you'll find Chris exploring new destinations, hunting down a great meal, going for a run, or spending time with his beloved dog.

Please join us in welcoming our third Chris to the team.

A significant moment in Hewison’s story.After nearly 24 years with Hewison Private Wealth, including 11.5 years as Manag...
04/09/2026

A significant moment in Hewison’s story.

After nearly 24 years with Hewison Private Wealth, including 11.5 years as Managing Director, Andrew Hewison will transition from the role towards the end of 2026.

Andrew’s passion for our clients, belief in our people and commitment to the culture established by his father, John, have helped shape Hewison Private Wealth into the business it is today.

While this marks the beginning of a new chapter, it is certainly not a farewell. Andrew will remain Managing Director throughout the transition before continuing as a director and shareholder, contributing to Hewison’s future direction.

There will be plenty of time to celebrate Andrew’s leadership, and we have no doubt those celebrations will reflect the significant impact he has made over more than two decades.

Read the full announcement and reflect on Andrew’s journey with Hewison Private Wealth: https://www.hewison.com.au/blog/a-significant-moment-in-the-hewison-private-wealth/

Division 296 doesn't just affect single balances it affects couples, estates and families in ways most people haven't th...
03/09/2026

Division 296 doesn't just affect single balances it affects couples, estates and families in ways most people haven't thought through.

One of the biggest surprises? What happens to a surviving spouse's Total Super Balance the moment a reversionary pension kicks in.

In Part 3 of our three-part Division 296 series, Chris Morcom unpacks the reversionary pension trap, the estate planning mismatch it can create, and whether withdrawing below $3 million is actually the right call.

Read Part 3 here: https://www.hewison.com.au/blog/the-division-296-conversations-nobody-is-having-but-should-be/

Family governance sounds like something for dynasties and boardrooms. In reality, it's much simpler: it's an agreed way ...
02/09/2026

Family governance sounds like something for dynasties and boardrooms. In reality, it's much simpler: it's an agreed way for a family to make decisions about shared wealth, before it becomes urgent.

In this week's blog, Caleb Ludlow explores why it's rarely the money itself that causes family conflict, it's unclear expectations, unspoken assumptions, and decisions no one agreed on out loud. A family constitution and a regular family council can change that, without needing a legal overhaul to get started.

Read the full article: https://www.hewison.com.au/blog/family-governance-the-conversation-wealthy-families-shouldnt-put-off/

Great teams don't just work well together they enjoy the journey together.Behind every smile in this room is a team that...
01/09/2026

Great teams don't just work well together they enjoy the journey together.

Behind every smile in this room is a team that shows up for each other, learns together and celebrates the wins along the way.

Culture at Hewison isn't just something we talk about. It's reflected in the energy, the camaraderie and the genuine care our people bring to every moment we share.

This month's strategy spotlight looks at carry forward concessional contributions, an opportunity for eligible investors...
31/08/2026

This month's strategy spotlight looks at carry forward concessional contributions, an opportunity for eligible investors to boost their super in a single financial year.

For those who qualify, the strategy can help ou build retirement savings while managing taxable income.

As with any superannuation strategy, whether it's right for you depends on your individual circumstances. We work closely with clients to ensure contribution strategies are considered as part of their broader financial plan.

If you'd like to find out whether this strategy could apply to you, visit: hewison.com.au/contact-us

Disclaimer: Any financial product advice provided in this post is general in nature. It does not take into account your needs, financial situation or objectives. Before acting on the advice, you should consider whether it is appropriate to you in light of your needs, financial situation and objectives. You should seek personal advice before making any additional superannuation contributions.

Last week, William Dasopatis and Michelle Alban represented Hewison at Careers in Commerce 2026, one of the biggest netw...
28/08/2026

Last week, William Dasopatis and Michelle Alban represented Hewison at Careers in Commerce 2026, one of the biggest networking nights on the commerce calendar.

It was a pleasure meeting so many university students on the night, some just starting out, others on the cusp of their first step into the workforce. Conversations like these are a great reminder of how bright the future of our profession looks.

If a career in financial advice is on your radar, we'd love to hear from you: [email protected]

Helping clients feel secure in their financial future is at the heart of everything we do.We’re grateful for these kind ...
27/08/2026

Helping clients feel secure in their financial future is at the heart of everything we do.

We’re grateful for these kind words and for the continued trust our clients place in us.

Compound interest is often called the "eighth wonder of the world" but its real value lies in something deceptively simp...
26/08/2026

Compound interest is often called the "eighth wonder of the world" but its real value lies in something deceptively simple: time.

In this week's blog, Senior Associate Adviser Yashera Raddalgoda explores why investing earlier can be more powerful than timing the market, chasing higher returns, or catching up later.

Read this weeks blog: https://www.hewison.com.au/blog/compound-interest-the-8th-wonder-of-the-world/

We're excited to share some news: Hewison Private Wealth has welcomed a strategic partner, Pemba Capital Partners, to su...
25/08/2026

We're excited to share some news: Hewison Private Wealth has welcomed a strategic partner, Pemba Capital Partners, to support our next chapter of client-centric growth.

For 40 years, Hewison has stood for independent, commission-free advice built on trust. This partnership doesn't change that, it protects it. Pemba brings capital and experience we can put toward our people, our technology and our advice team, while our independence, our leadership, and our client relationships remain exactly as they are today.

It's a deliberate step toward our ongoing ambition: to provide our clients with exceptional service, unmatched in our delivery of client outcomes and experience. This partnership gives us the support to push that standard further, to be the pre-eminent provider of wealth management in Australia.

Thank you to our team for the work that brought us to this point, over many years and many client conversations. There is real excitement across the business about what we can build from here.

Read more about the partnership: https://www.hewison.com.au/blog/hewison-private-wealth-pemba-capital-partnership/

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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