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.

At Hewison, our weekly articles are written with our clients and community in mind, often providing practical guidance o...
17/07/2026

At Hewison, our weekly articles are written with our clients and community in mind, often providing practical guidance on the topics that matter most. Our three most-read articles of 2026 so far reflect exactly that:

• Division 296 Is Now Law: https://www.hewison.com.au/blog/division-296-is-now-law-what-you-need-to-know/
• Super Transfer Balance Cap Rises to $2.1 Million : https://www.hewison.com.au/blog/super-transfer-balance-cap-2026-update/
• Aged Care Reform: What the New Rules Mean for Planning - https://www.hewison.com.au/blog/aged-care-reforms-costs-planning-australia/

Whether you're reading them for the first time or revisiting them, we've included links to all three articles.

16/07/2026

Trivia Night is back! Join us on Thursday, August 20th for the Hewison Foundation Trivia Night at West Beach Pavillion, St Kilda. Expect a night of friendly competition, great company, fantastic raffle prizes and a silent auction, all while helping raise funds for the Hewison Foundation.

Book a table of eight or register individually and we'll pair you with a team.

Tickets are $70 per person, including your choice of pub meal. Drinks available at bar prices.

Secure your place: https://events.hewison.com.au/trivia-night-2026

Financial planning is changing. More women are entering the profession, more Australians are seeking advice and the indu...
15/07/2026

Financial planning is changing. More women are entering the profession, more Australians are seeking advice and the industry is becoming more reflective of the people it serves.

In this week's article, Head of Advice Samantha Sun explores why representation matters, the unique strengths women bring to financial planning and how Hewison is helping build the next generation of advisers.

Read the full article: https://www.hewison.com.au/blog/the-future-of-financial-planning-is-changing/

Congratulations to Jordan Kadish on his promotion to Associate Adviser!For Jordan, this promotion is more than a new tit...
14/07/2026

Congratulations to Jordan Kadish on his promotion to Associate Adviser!

For Jordan, this promotion is more than a new title. It's recognition of the hard work he's invested since joining Hewison and transitioning into wealth management, and an important step towards his long-term goal of becoming a Financial Adviser.

Outside the office, you'll usually find him spending time with family and friends, out for a run, or on the hunt for the best steak at Woolworths.

Please join us in congratulating Jordan on this well-deserved promotion.

To know our clients trust our team with not only their own financial future, but also with that of their family and frie...
13/07/2026

To know our clients trust our team with not only their own financial future, but also with that of their family and friends, is a privilege we never take for granted.

Thank you for your kind words and your continued confidence in Hewison.

The best teams know more than just each other's job titles.Coffee Roulette is back for the Hewison team, bringing people...
09/07/2026

The best teams know more than just each other's job titles.

Coffee Roulette is back for the Hewison team, bringing people together from across the business for a coffee and a conversation.

Looking forward to seeing everyone connect over the month ahead.

The start of a new financial year isn't just about lodging your tax return.It's an opportunity to step back and revisit ...
08/07/2026

The start of a new financial year isn't just about lodging your tax return.

It's an opportunity to step back and revisit the financial habits that often have the greatest impact over time. From reviewing your insurance and cash flow to checking your estate planning and financial goals, small actions today can help keep your long-term strategy on track.

In this week's article, Senior Associate Pierce Walker shares five practical habits worth reviewing as the new financial year begins.

Read the full article: https://www.hewison.com.au/blog/money-habits-new-financial-year/

Every client brings a different set of goals, opportunities and priorities. That's why every investment portfolio we man...
07/07/2026

Every client brings a different set of goals, opportunities and priorities. That's why every investment portfolio we manage is individually constructed and actively managed to reflect the life it's designed to support.

That's the value of independence.

06/07/2026

A wonderful way to mark the end of the financial year.

The Hewison team came together after work on Friday to celebrate another year of working towards a shared purpose: partnering with our clients to achieve their financial goals and dreams.

Because behind every great client outcome is a team that values connection, celebrates success and continues to raise the bar. Here's to another year ahead.

TPD insurance has long been an important part of protecting Australian families. But behind the scenes, the industry is ...
02/07/2026

TPD insurance has long been an important part of protecting Australian families. But behind the scenes, the industry is changing.

Rising mental health claims and evolving regulation are reshaping the future of TPD insurance and what it may look like in the years ahead. In this week's blog, Head of Risk & Insurance Marcus English explores what these changes could mean for policyholders.

Read this week's blog: https://www.hewison.com.au/blog/why-tpd-insurance-is-changing/

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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