Hewison Private Wealth is one of Australia’s most highly regarded independent wealth management and financial advice firms. Established in 1985, they have gained almost 40 years of experience and currently manage over $2 billion in client funds. Collectively they have a deep understanding and respect for the freedom of independence and what it can provide.

They are truly independent and have always been a commission-free financial planning and wealth management firm. Their thoughts are governed by their uncompromised approach to designing bespoke investment strategies, and a commitment to building long-standing client relationships based on trust, integrity, personal service, performance, and longevity.

The Hewison Difference

Rare and refined, the Hewison investment philosophy is always adaptable to market movements having been developed over many years in response to trends, opportunities, and many market upheavals. Initially born out of the 1987 stock market crash, their philosophy is centered around direct investment that provides clients with ultimate control and flexibility.

Designed to deliver objective-based returns their investment philosophy is underpinned by their long-term approach to investing. Their discipline in rebalancing client portfolios back to their diversified asset allocation means investment decisions can be made in response to changing markets, whilst always protecting the downside.

“This investment philosophy has proven successful for their clients over four decades, providing them with great comfort, particularly given their direct investment approach which provides them with ultimate ‘hands-on-the-wheel’ control, flexibility, and discretion. Clients will never be presented with an ‘off-the-shelf model’ portfolio or have a risk profile applied to an investment recommendation. Each portfolio is constructed with great care with individual goals and objectives at the heart of all advice.” Said Managing Director, Andrew Hewison.

They are privately owned by executives who work within the business. Their strong succession plan sees successful Advisors progressively offering equity participation. This guarantees the long-term ownership of Hewison Private Wealth as a fiercely independent, privately owned company, providing clients with the comfort that their best interests will always be served.

They are equally as committed to building and nurturing relationships with like-minded brands and businesses that they admire and trust – they are thrilled to be partnering with The Luxury Network Australia and look forward to getting to know their fellow members.