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Hewison Private Wealth

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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.

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.

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.

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]

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.

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/

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/

21/08/2026

What a night for the Hewison Foundation! Together, through ticket sales, raffle entries and our silent auction, we raised a record breaking $10,084 a fantastic result that will help us continue supporting charities nominated by our team.

A huge thank you to everyone who joined us, donated and helped make the night such a success, along with our generous sponsors and prize donors whose support made the evening possible.

Congratulations to Pier 12, our 2026 trivia champions, who took home the title and a very well-stocked prize haul!

Thank you for getting behind another great night of fundraising, a truly incredible show of support for the Hewison Foundation.

20/08/2026

This month’s Property Spotlight features the Forza Bay Road Fund; a substantial Cheltenham landholding currently leased to ASX-listed Laminex.

Acquired for $53.8 million against an independent valuation of $73.8 million, Forza’s strategy combines existing lease income with the longer-term repositioning of the site into large-format retail.

If you are an investor and would like to learn more, 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 read the relevant Information Memorandum before making any decision about the product referred to.

19/08/2026

For many business owners, selling their business will be one of the most significant financial decisions they make. But a successful exit is often shaped years before a buyer comes to the table.

In this week’s blog, Partner & Wealth Adviser Chris Morcom (CFP FPS) explores the planning, structuring and financial decisions worth considering well before a sale.

Read this week's blog: https://www.hewison.com.au/blog/business-exit-planning-what-to-sort-out-before-you-sell/

18/08/2026

We invite you to support Partner & Wealth Adviser Travis Schindler, by casting your vote! Travis has been shortlisted for the 2026 FS Power50 a recognition of Australia's 50 most influential financial advisers. His nomination highlights the dedication, expertise, and positive impact he brings to his clients and the Hewison community, please vote for Travis by using the link below.

https://www.financialstandard.com.au/fspower50?utm_campaign=8185869-2025%20Blog&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8dwnERAqb1_vvxu3YlQFuv2Su8XEseXP4M7B0ASSOqwJ7MY24TqyJ2Boqeg223kvWCclKs -line

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

Website

http://www.hewison.com.au/

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