Hewison Private Wealth

My husband and I have started our SMSF with Hewison this year. We are impressed with the professionalism and high quality services. Travis, in particular, is very approachable and always responds to our enquiries promptly and with great clarity.

Excellent service. Open and friendly conversations to explain and propose investment strategies. In my case Travis has been an excellent support in clarifying concerns related to the market. Easy to work with Hewison Team!

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!

Marcus and Pierce H are two of the best wealth and insurance advisers in the industry. They have all your needs covered and deliver exceptional service! Highly recommend them.

The staff and financial advisers have always operated very professionally and always have our interests forefront. But saying that they also treat us like extended family. So far all their advise has been reliable and profitable, with minimal risk which has been designed for us. We have no hesitation in recommending Hewisons to any of our friends and family, if they are interested in a SMSF or an investment advice.
If at anytime we have queries they are always available to us.
We have missed the personal contacts and the education sessions, it was where we could catch up and learn what’s happening in the world of finance.
Our regards to all the team

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.

We came to Travis Schindler at Hewison's with an under-developed SMSF and investment portfolio. Travis listened to our goals, with his recommendations taking into account our level of risk and market understanding. He is always responsive and no question is left unanswered with sufficient detail to assist us in making the right choice for us.

These have been strange times, with Travis and the team guiding our portfolio through to great returns and setting up for a strong future.

I was referred to Hewison's a number of years ago by a friend who had been a long time customer. She was extremely positive about her experience with them. And now I am as well. They have looked after my affairs with great care, wisdom and experience - and especially with a very personal touch. I value every contact I have with them.

Some years ago we decided to move to Hewison Private Wealth. We were steered to Chris Morcam by a Family member. We have found the Advice to be of high quality, relevant, professional and timely, the reporting to be immediate and accurate, the communications to be easy and most of all, our Fund has grown beyond our expectation. We hichly recommend Hewison Private Wealth.

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.

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.

We have been with Hewisons for many years now, and have come to rely heavily on the sound financial advice we have received. We have always found our advisor, Simon Curtain, and the team around him, to be sound, reliable, friendly, and responsive to all our requests. We are very happy with the results of their work.
Tony and Anne

I am a relatively new client of Hewison's and advised by Simon Curtain who has been an accessible, professional and expert adviser at all times.

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.

Chris Morcom has managed my financial affairs for at least 15 years and has helped me to preserve and increase my assets. He is most helpful and supportive and provides advice in all aspects of my business. No query is too much trouble for the team at Hewisons.

We have found Hewison Private Wealth very professional and appreciate the fact that they are not commission based and therefore give independent and unbiased advice in the best interests of their clients. Simon Curtain is a pleasure to deal with and we trust his advice implicitly.

HPW has provided strategic and professional wealth management advice to successfully navigated recent turmoil. They listen and pay special care and attention to individual needs and have put in extra effort to advise the next generation to get the best start to their financial life.

For someone like myself, who has zero understanding of the financial world and not much in the way of interest either, I needed to find someone I could trust to help me achieve some lifestyle goals. Glenn Fairbairn was recommended to me about 10 years ago and he has been my investment coach ever since. From the get go Glenn fully understood my goals and needs and with his sound advice I have been able to retire, purchase a property and earn an income from my super fund which he very astutely manages for me. I couldn't recommend Glenn highly enough and he is a great bloke to boot.

I became associated with Chris Morcom and Hewison Private Wealth (HPW) in early 2017 when attending a professional development seminar at which Chris was a guest speaker. What struck me about Chris’s delivery was that, unlike others I had heard speak on the same topic, Chris spoke of the history of his organisation, their structure, independence, their culture of promoting continuing professional development and their investment philosophy. There was no ‘Hard Sell’!
This immediately resonated with me as I had been looking for an organisation which I could confidently and comfortably refer clients to as well as manage my own portfolio.

Chris's expertise and professionalism is a testament to HPW; regularly in touch, sometimes with an update, an investment strategy, or just to say hello.

Professionally, HPW continue to tick all the boxes. Personally, I could not be happier and look forward to our continued association.

Frank Mascaro

I have been with Hewisons now for over 5 years and during this time, not only have they been extremely professional and diligent looking after my finances, but also kind, caring and personal. They have always kept me informed with what is going on as well as listening to me and my individual needs as a client. I cannot speak highly enough of this team.