Hewison Private Wealth

Hewison Private Wealth is an Independent Financial Adviser based in Melbourne, advising clients across Australia since 1985 and managing almost $3 billion in client funds.

• Operates as a privately owned, independent firm, meaning advice is free from conflict and not tied to product providers or external platforms.
• Follows a direct investment philosophy, giving clients direct ownership of assets rather than generic model portfolios, supported by an in-house portfolio administration service.
• Guided by an investment committee with more than 70 years of combined experience, with portfolios monitored through a private client portal offering real-time performance data.
• Advises successful individuals, established families and charities on strategies spanning investment advice, estate planning, intergenerational wealth and personal insurance and risk management.

Best for: established families, individuals and charities seeking bespoke, conflict free wealth management from a long standing independent Melbourne firm.

Hewison Private Wealth provides Superannuation Advisory and Compliance services, including SMSF Management, to clients across Australia from its Melbourne base.

• Client testimonials describe superannuation and self managed super fund advisory relationships spanning 15 to 25 years with the firm.
• Superannuation strategies are delivered as part of a bespoke, objectives based wealth management approach rather than generic advice.
• Superannuation portfolios can be monitored through the firm’s private client portal, which offers real-time performance data and ongoing access.

Best for: individuals and families needing ongoing SMSF and superannuation strategy advice alongside broader wealth management.