Fiona Williams

Review of Hewison Private Wealth

If you're looking for integrity, independence and ...

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.