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.

Behind every financial decision is a person and a future they're working towards. That's why we focus on building genuin...
18/06/2026

Behind every financial decision is a person and a future they're working towards. That's why we focus on building genuine relationships founded on trust, understanding and thoughtful advice.

Thank you to this client for their kind words and ongoing confidence in our team.

Investing has never been more accessible, but access alone doesn't guarantee success.In this week's blog, Partner & Weal...
17/06/2026

Investing has never been more accessible, but access alone doesn't guarantee success.

In this week's blog, Partner & Wealth Adviser Simon Curtain explores the role a financial adviser can play beyond investment selection, from portfolio construction and risk management to helping investors stay focused when markets become uncertain.

Read the full article: https://www.hewison.com.au/blog/the-value-of-advice-beyond-investment-returns/

Prime location. Diversified income.This month's Property Spotlight features The Strand, Coolangatta a mixed-use retail a...
16/06/2026

Prime location. Diversified income.

This month's Property Spotlight features The Strand, Coolangatta a mixed-use retail and office asset positioned on one of Australia's most iconic beachfronts.

Supported by a diversified tenant mix, strong tourism fundamentals and an initial passing yeild of 8.0%, the asset offers a compelling combination of income and long-term growth potential.

Designed for investors seeking resilient income and exposure to a premium coastal market. If you are a wholesale investor and would like to learn more, visit: https://www.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 read the relevant Information Memorandum before making any decision about the product referred to.

Great advice is built by great people.We're excited to be growing our Client Services team and are currently seeking a C...
15/06/2026

Great advice is built by great people.

We're excited to be growing our Client Services team and are currently seeking a Client Services Officer.

As the first point of contact for many of our clients, you'll play an important role in helping deliver the care, professionalism and attention to detail that underpin the Hewison experience.

If you're looking for a role where culture matters, relationships come first and your contribution is genuinely valued, we encourage you to apply.

Apply today: https://www.hewison.com.au/careers/

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/

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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