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Hewison Private Wealth

  1. Melbourne
  2. St. Kilda East Finance
  3. St. Kilda East Financial Planner

Reviews, get directions and contact details for Hewison Private Wealth

Hewison Private Wealth
"Driven by the desire to provide highly tailored, independent financial advice to individuals, families and not for profit groups.Hewison Private Wealth is one of Australia's leading independent financial advice firms, offering 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.SERVICES Financial Planning & Advice Wealth Creation & Asset Management Superannuation & SMSF advice Retirement Planning Investment Advice"
Address: 8/417 St Kilda Rd, Melbourne VIC 3004, Australia
Phone: (03) 8548 4800
State: Victoria
City: Melbourne
Zip Code: 3004


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
I have been a client of Hewison Private Wealth since 1998 and have been completely satisfied with their advice, guidance and personal service. I have achieved consistent returns over this entire time and have been able to retire on a very generous pension. I have had over this time only two advisors, Chris Morcom initially, and for the past number of years my advisor has been Nathan Lear who has given excellent advice and guidance on a number of different issues. It is that personal touch that I particularly value rather than not knowing who is taking care of my future wellbeing. I have also advised my son and his business partner to seek the counsel of Hewison & Assoc, in particular Nathan, for advice relating to the sale of their business and their future investment alternatives. I would not hesitate in recommending the services of Hewison & Assoc to any person or persons seeking financial advice or considering establishing a self managed super fund.
8 years ago (22-02-2018)
The service provided by Hewison Private Wealth has been outstanding, from the initial consultation onwards. As financial markets have fluctuated, reassurance and advice has been an easy phone call away at any time. We have regular brief meetings with our personally assigned Portfolio Investment Manager, who is always friendly and efficient! Hewison's financial advice has been brilliant. Despite the fact that our personally preferred choice, of investment strategies, was conservative and prudent, with minimal risk to capital, our investment portfolio has INCREASED (writing after more than a year of investment) substantially, all the time we have been drawing a comfortable living "salary" from the dividends of our invested portfolio. The peace of mind we get from knowing that Hewison Private Wealth is doing everything we need to comply with government regulations is extremely reassuring. It takes the "self" out of "self-managed retirement funds", leaving us time and sufficient money to enjoy BEING retired!
14 years ago (14-05-2013)
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