We have been interacting with Chris Morcom and Gladys Seah for the past year. During this time, we have found them both to be warm, friendly yet extremely professional, knowledgeable and helpful. Fantastic at communicating, our questions have always been dealt with swiftly and patiently. We could n...
Great professional team, who continually work hard to look after your financial planning needs. Very highly recommended.
We re so grateful to have been referred to Hewison Private Wealth for our retirement financial planning. Simon is a delight to work with. His explanations are clear, his answers to our questions given respectfully, and his graphs are most helpful - a work of art.
Hewison Private Wealth have been managing our investments for the past 3 and a half years and we are pleased with our decision to engage the Hewison team. Our advisors, Alison Dellow and Nathan Lear, are a pleasure to deal with and we have confidence in their ability to assist us in achieving our we...
Just like to offer big thank you to both of you and everyone at Hewison and Associates.
25 years is a long time and l would like to say that Deb & l have always been appreciative of the support & advice that we ve been given over the years.
From seeing John in the early days to working with Simon ...
In 2016 after years of going nowhere fast with Retail Super Funds we took up the recommendation of a friend and spoke to Nathan about setting up a SMSF. Since then we have been more than impressed with the attitude, professionalism, service and advice we have received from Nathan, Travis, Lisa and t...
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 Hew...
Marcus is our Hewison Risk & Insurance adviser. Simon (our Hewison SMSF adviser) introduced us to Marcus. Thank goodness for that! Marcus is definitely from the Hewison mould, the ultimate professional, and an absolutely lovely guy. Marcus performed a total review of our insurance needs and existing...
When my father retired, he wanted the decision on who would manage his wealth through retirement and beyond to be a family one. We met with a number of Financial Planners and Wealth Management businesses and decided to go with Hewison's for a number of reasons;
1. Their hands on and direct pro-ac...
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 adviso...
How refreshing to be dealing Hewison s in particular Pierce who is always on the ball personable and is a fountain of knowledge not to forget Chris and Ina who is so organised and keeps us up to date.
I couldn t recommend them highly enough and encourage anyone to use their services.
We wish we co...
Very happy with service from Hewison s any time we have any queries or need help it is handled promptly and professionally
We ve discussed my goals and requirements in detail then l ve happily let the Hewison team get to work. There s clearly many systems in place which is reassuring and the professionalism of everyone l ve dealt with makes the process more enjoyable than scary.
Highly professional team of dedicated and interested people making it easier to improve one's financial situation. Couldn't recommend them highly enough.
As a potential client my first priority was to find a long term partner that I believed would have integrity, give me the most personal service and actively look to build a close relationship. Now that I am an actual client I can confidently say that Travis is true to these qualities. I am nothing s...
My husband and I have been with Hewison Private Wealth for 6 years and our consultant Chris Morcom has been with us from the start. We've been very happy with Chris's approach to the development of our strategic plan, the management of our investments and regular reviews.
I would highly recommend H...
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 ...
HEWISON PRIVATE WEALTH have managed our family investments for many years. Their expertise professional business acumen and interpersonal skills are excellent. We are especially grateful for the service provided by Nathan Lear and Lisa Hi. Together this dynamic duo have delivered excellent returns o...
Hewison Private Wealth has looked after our financial matters for many many years. They have also assisted with estate planning.
In fact, I would not trust my finances with anyone else.
I would recommend Hewison Private Wealth to everyone who wants to have a financial plan to ensure you can do all...
Great organisation that has advised us for many years and many to come.
My wife and I have been a customer for 5+ years, with Andrew Hewison as our advisor. He has been beneficial in setting ourselves up for the future, whilst providing simple but valuable advice along the way. Highly recommend Hewison and Andrew to any potential customers out there.
As a client with Hewison Private Wealth my wife and I just keep gaining more and more satisfaction with our discussion to be a part of the Hewison family and now with the COVID-19! era we have picked the right professionals.
If you only read the first sentence, honesty, partnership and integrity are the words to describe HWP and is all you need to know.
I have been a client since mid-2013, and have been proud to refer family and other people in my community to HWP; because if you're onto a good thing it is in poor ta...
A fantastic experience with the Hewison team. The on boarding experience is second to none as the highly competent team do all the heavy lifting. Travis has been sensational and I ve been happy to recommend his services to colleagues and friends. The live dashboard also gives you a good day to day v...
Nathan and the team at Hewison Private Wealth are experts at what they do and work very closely with their clients to maximise the chance of achieving your financial and lifestyle goals. I am confident that my money is working hard with them and that gives me real peace of mind.
Over the past 18 years Hewisons have established our SMSF and managed it in a professional and respectful way. The team are knowledgeable, personable and responsive. We have found their approach to be based on sound principles and provides us with a reasonable degree of flexibility on choice of inv...
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...
Met with Chris For financial advice for myself and my husband. Chris was personable and listened to our goals and concerns. He and Gladys offered relevant, achievable suggestions that we could meet. We felt they offered what was best for us, not a business agenda. Highly recommended
Reliable, informative & stressless. Both Glenn & Pearce are knowledgeable, listens to our goals and concerns and gives us peace of mind on my investment & retirement fund.. very please and highly recommend Hewison Private Wealth to others
I have been with Hewisons since retiring 15 years ago. They came recommended by older friends who had had their super with them for years and whose parents had been with them since they first formed as a wealth management group. We have all had only positive experiences with Hewisons. I like not hav...
I m writing this review as a very grateful employee of Hewison Private Wealth. A values based business that supports the entire team professionally and personally. An outstanding culture of Fun, Family and Empowerment. I am lucky to be supported by so many wonderful colleagues and have an awesome ro...
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 Ma...