Hewison Private Wealth

We have been with Hewison Private Wealth for some years now and have been very happy with their proactive approach to client communication and their professional, tailored advice for our circumstances. Our Client Advisor Simon Curtain and his Associates keep us informed and are always available to clarify and explain our options and advise us regarding the details of our portfolio. Simon always consults with us if any changes occur within our strategic planning. His expertise and the breadth of his understanding of our portfolio is apparent in the regular briefings and updates that he provides. We would happily recommend Hewison Private Wealth for friendly, comprehensive and professional financial advice.

Having been with a large retail fund for years I never felt like they had our best interests at heart. After meeting Chris Morcom through a charitable foundation I was involved in we decided to change to Hewison Private Wealth some months before the Royal Commission into the banking and financial institutions.
In hindsight this was the best decision we have made. We feel very confident that they are looking after “our” financial needs and we can get on with being retired and travelling.
Although we have never visited their Melbourne offices and are now travelling full time in Australia we can still communicate wherever we have mobile reception.
The whole team are a pleasure to deal with and the online portal allows us to keep track of our finances instantly.
We would not hesitate in recommending Chris and the whole HPW team.

My mother first invested with John Hewison in the late 1980's - her experience with the company was excellent and I continued with the company after she passed. I think the most important factor when using an investment company is trust. John Hewison set the tone for all consultants to be of the highest quality and professionalism. I went to appointments with my mother and then when I had my own portfolio I have had Nathan Lear and Travis Schindler as my consultants. I cannot find fault with anyone in the company. Any concerns or questions are dealt with immediately and every member of staff is helpful and friendly. I would recommend any one to use their services which I consider to be gold standard.

My wife and I have been clients of Hewison Private Wealth for 3 years and over this time Chris Morecom has been our adviser. Our portfolio has been actively managed with the regular contact from Chris with recommendations to enhance the performance of the portfolio. Having our retirement managed professionally has completely removed the pressure we previous felt managing our own superannuation fund and retirement savings. It is a relief knowing our financial future will be professionally managed by Hewison Private Wealth. We highly recommend Chris and the team at Hewison Private Wealth.

Together with my husband we are very proud to be Hewison Private Wealth’s clients. We appreciate the company’s professional advice, regular updates and reviews of our portfolios. A special thanks to Nathan and Travis for their ongoing support, professionalism and careful and reliable advice. We wholeheartedly recommend Hewison Private Wealth to anyone interested to increase their wealth and build new financial assets.

Glenn helped us to set up a SMSF back in 2014. He made the whole process so easy for us and has been fantastic to deal with ever since, providing great advice and ongoing regular reviews of our portfolio. The Hewison support team are always super polite and responsive. I would thoroughly recommend Hewison Private Wealth.

I've been working with Hewison for almost 2 years now. Our experience has been intimate, transparent, educational, consistent and has enabled my family and I to establish our financial planning and ongoing management of this with certainty and improved knowledge. Trust is key to selecting the right partner; and I actively refer my friends and colleagues to seek out Hewison to gain direction, assurance and a plan for their financial success and well being!

My husband and I were fortunate to be referred to HPW in 2006, when we were needing financial advice. We started with Chris, and are now in the very capable hands of Simon. We have also had excellent insurance advice and guidance from Marcus, and the wider team are professional and attentive to requests at all times. However, we have never actually visited their office or met anyone in person, as we have lived in various regions in remote WA all this time. They have excellent systems in place and we are looking forward to beginning our wonderful self funded retirement in a couple of years time. We can't recommend them highly enough!

Have dealt with Marcus and Pierce at Hewison's on a regular basis and it is always a first class experience. Both of them are incredibly knowledge and always give fantastic insights to both myself and clients that I have referred. Wouldn't hesitate to recommend them to anyone seeking financial advice!

Hewison Private Wealth have been managing my Super Fund since 2012 and I am delighted with the service they provide, their integrity, professionalism and helpful considered advice. My financial goals have been achieved to date including retirement 3 years ago. I would not hesitate to recommend Hewison’s to anyone who wants to achieve financial peace of mind for themselves and their families.

The team at Hewison, in particular Chris and Denise have been looking after me for nearly 15 years. They are in communication with me on a regular basis, provide me with updates and recommendations for my portfolio and get back to me quickly if I have a question. They have been professional and courteous in all our dealings throughout this time. I have the best team looking after, and working for me!

My parents had been with Hewison's for a few years and advised me to go with Hewisons. They are managing my super fund for me. Travis provides exceptional service. He is keeps me informed. Is professional and always available and is very transparent. They have discussed my goals with me and are working to achieve them. Even though I live in Central Qld I know I am in safe hands. I could not recommend the whole team highly enough.

I have been using Hewison Private Wealth to manage my self managed superannuation fund for over 15 years after moving my funds from one of the leading financial institutions. Their personal service is unparalleled and our superannuation fund has performed beyond my expectations. I have had such a good experience with the company that I have recommended them to family, friends and colleagues. Glenn Fairbairn, Director, is professional, friendly and accessible. He is always available to answer queries relating to any financial matters that may arise.

Simon and the team at Hewsion Private Wealth have provided us with high quality financial advice for several years. They have always been proactive at keeping us up to date and have promptly responded to any queries we have had. We've always felt we were in good hands from the moment we engaged them. We have no hesitancy recommending them as a high quality and trustworthy financial advisor.

If you're looking for integrity, independence and respect, you've come to the right place.

Simon has been our adviser for about six years. We only wish we'd found him 20 years earlier! Simon is the ultimate professional and an absolutely lovely guy. He manages our SMSF and other money outside of our fund. We never hesitate to ring Simon about anything investment, retirement or tax related because he is always happy to help. He steers us in the most appropriate direction for our needs every time. This open and ongoing conversation is one of the things we value most about our relationship with Simon. Of course on an equal footing is the performance of our funds under his management. Every year we have been very happy with the performance of our fund and in this year of the virus we are 'over the moon' happy with the performance of our fund.

Simon has many associates and helpers who we have met along the way and all have always been professional and friendly. We really do feel like we're part of the Hewison family and this of course comes from the 'family' culture within the Hewison office. A deliberate culture adeptly built by the talented & committed management team.

But of course the ultimate test of the service at Hewison Private Wealth is the family & friend test. We've referred family members and friends to Hewison and will continue to do so!

PS No, I wasn't paid to write this review. This is our personal experience as clients of Hewison.

We have entrusted our superannuation investment and planning for the past 25 years to Hewison Private Wealth. In all this time we have found them to be professional, knowledgeable, impartial and receptive to our goals. Their ability to forecast and present information in an easy to understand snap shot allows us to stay updated and confident. We would not hesitate to recommend them.

My wife and I have been clients of Hewison Private Wealth for 16 years, during which time Glenn Fairbairn has been our financial advisor. In that time, with regular advice from Glenn, our investment and subsequent retirement portfolio has grown substantially, and almost certainly well in advance of what we could achieve on our own. The portfolio growth also stacks up well against the best industry funds.

Lorraine and I have been satisfied clients of Hewison Private Wealth for the last five years. Our adviser Nathan along with Pierce and the rest of the team at Hewison have been professional, pro active and always more than willing to answer any of our queries or concerns promptly.
A pleasant team of people to deal with.

My wife and I have been clients’ of Hewison Private Wealth for over 10 years and we have been very pleased with their services. We particularly like their prompt response to our requests as well as the friendliness and professionalism of all the staff. As self-funded retirees, it is critical that we maintain an investment portfolio that can fund our lifestyle during both good times and volatile periods. Hewison's investment methodology and portfolio rebalancing strategies have allowed us to maintain a healthy portfolio balance over our entire relationship period. While our main point of contact is our advisor, Nathan; we extend our thanks to the whole team. Martin & Helen Rudwick.

As a client for more than twenty years I attest to the professionalism of Hewison Private Wealth, their industry leadership in establishing and maintaining ethical standards and their personal service with negligible staff turnover. I trust them guiding and implementing the investment of our assets with sound strategies and well-informed operational judgements reflecting a very effective team.