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 not recommend them highly enough.
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 wealth creation goals. We highly recommend Hewison Private Wealth if you require independent advisors that listen, are accessible, experienced and responsive.
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 & Travis now it s been a pleasure, the ability to call and ask for advice, to be steered in the right direction is just sensational.
I think your crowning glory must be that Deb is now an active participant and very keen as we head into retirement.
Once again thank you and we look forward to many more years to go.
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 the rest of the HPW team. Our only regret has been that we didn't know about them 20 years ago. We are more than happy, as we have in the past, in recommending Hewison Private Wealth Services.
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.
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 policies. He then proceeded to save us thousands of dollars on my life policy and put in place my income protection. We never hesitate to contact Marcus about anything insurance. We know the advice we receive will be independent and of the utmost integrity. And this is why we sleep so well at night! We never hesitate to refer family and friends to Marcus for their risk and insurance needs and we will continue to do so!
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-active management of the portfolio (as opposed to just parking money in managed or indexed funds)
2. Their independence from commissions on wealth products
3. Their skilled team of advisers and robust investment procedures
4. Their genuine empathy and care for the goals of their clients
Our family could not be happier with the way that Andrew, Simon and the team manage the portfolio and the peace of mind it provides us all.
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.
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 could give them 10 stars
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 short of delighted with his efforts to date and appreciate not only his advice but open channels of communication and personal attention. I am very much looking forward to continuing a long and prosperous partnership with Travis!
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 Hewisons.
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.
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 on our portfolio and it has always been a pleasure dealing with them. We definitely rate HEWISONS 10 out of 10 and have no hesitation in recommending them absolutely.
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 the things you want to achieve when you finish your working career.
Kevin Doyle
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 taste not to share with those you care about.
Partnership is how I would describe their service; they do not just set and forget about your portfolio irrespective of your $ or $$$ value as a client and provide considered advice that is backed up in my view.
I was fortunate enough to meet Andrew and the team working as an Accountant. Ever the cynic having worked with "Financial Advisors" and understanding the magnificent trailing commissions to be made on deals; I wasn't overly excited about the prospect getting their advice. However, I couldn't have been more incorrect!
Andrew explained their philosophy, and that they were an independent fee for service advisory and I have not looked back.
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 view of how things are tracking. Happy to recommend Hewison Private Wealth Services.
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 investments.
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.
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 having to be any more actively involved than I choose to be. I can sit back with peace of mind and let them do all the work. Their bookkeeping is meticulous and every possible aspect of your investments is readily viewable on their website. I couldn't be more delighted and less worried about whether I've done the right thing. Trust is priceless in situations like this.
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 role to thrive in.
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!
hewison.com.au
