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.

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/

Last Friday, we welcomed clients to Zinc at Fed Square for our latest Lunch & Learn. An afternoon of thoughtful discussi...
26/05/2026

Last Friday, we welcomed clients to Zinc at Fed Square for our latest Lunch & Learn. An afternoon of thoughtful discussion, shared perspective and connection with the broader Hewison community.

Against the backdrop of a beautiful autumn afternoon on the Yarra, clients heard from keynote speaker Shane Lee from Macquarie Group, who shared insights into the recent Federal Budget, global markets, inflation and the broader economic forces influencing the investment landscape.

Hosted by Partner & Wealth Adviser Simon Curtain alongside Nathan Lear, the afternoon provided an opportunity to answer questions, share perspectives and continue meaningful conversations with our clients.

Thank you to everyone who joined us for another memorable event.

Independent advice. Long-term partnership.We’re proud to provide advice that evolves alongside our clients’ lives ground...
22/05/2026

Independent advice. Long-term partnership.

We’re proud to provide advice that evolves alongside our clients’ lives grounded in trust, accessibility and relationships built over time.

Thank you to this client for their kind words.

Policy Changes. Principles Matter.The 2026 Federal Budget has proposed significant changes to capital gains tax, negativ...
20/05/2026

Policy Changes. Principles Matter.

The 2026 Federal Budget has proposed significant changes to capital gains tax, negative gearing and discretionary trusts, prompting many investors and families to consider reassessing their current structures and strategies.

In this week's blog, Wealth Adviser Caleb Ludlow outlines the practical implications of the proposed reforms and why measured planning and considered advice remain important as the legislative landscape evolves.

Explore the full perspective:
https://www.hewison.com.au/blog/navigating-a-changing-legislative-landscape/

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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