Hewison Private Wealth

If a picture is worth a thousand words then what is a video worth? The answer: A lot more! Especially when the essence of who we are has been beautifully captured by Jason Henry and brilliantly brought to life by our editors David Truasheim and John Stokes. Thank you to our entire team who are always so gracious and supportive of our Head of Marketing, Creina Lister, despite the lights and lenses! Take a look at our latest piece of brand work. Sound on 🔊 #Hewison #Futurethinking #financialadvicemelbourne

Medical degrees cover an enormous amount but don't cover the management of your personal finances. That’s why we’re here—to support you at every stage of your financial journey. Whether it’s tailored financial planning, structuring a growing practice, maximising tax efficiencies, or optimising your superannuation, our team has you covered. Download our free eBook to read more about tailored strategies to help you navigate the intricacies of your career and management of your personal wealth here: https://lnkd.in/grzYyE5x #Hewison #FutureThinking #medical #finance

Partner and Wealth Adviser, Travis Schindler, has once again been been recognised in the Financial Standard's 50 most influential advisers in Australia. The FS Power 50 are financial advisers deemed best at promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community. This is an amazing achievement and well deserved - join us in congratulating Travis. #Hewison #FutureThinking #financialadvice #excellence

What is the difference between a high dividend-paying company and a company that doesn't pay dividends? This week, Managing Director, Andrew Hewison, answers this question defining the characteristics of both 'types' of companies. From a high level view, the two companies may appear almost identical and be similar in size, revenue and profit. However, the difference can be found in comparing how a company handles their profits and the type of return they provide shareholders. Read more here: https://lnkd.in/gXtyGMYe #Hewison #FutureThinking #dividends #profit

On the first Tuesday of November, 2024, two races will command the attention of two nations. Which one will capture your focus this year? ⁠ #firsttuesdayinnovember⁠ #wealthmanagementmelbourne⁠ #hewisonprivatewealth

"Independent advisers that listen, are accessible, experienced and responsive" #Hewison #FutureThinking #trust #independentfinancialadvice

We're excited to announce our newly appointed non-executive director, Kerrie-Anne Turner to the Hewison Private Wealth Board. Kerrie-Anne brings extensive leadership experience with her, coupled with strategic business development, enterprise sales, and commercial due diligence skills. With an executive career spanning over three decades, notably in the Tech Sector, Kerrie-Anne has held key executive roles at leading organisations Telstra and VMware, where she was responsible for designing and executing high-impact go-to-market (GTM) strategies that consistently drove significant revenue growth. A big-picture thinker, Kerrie-Anne is skilled at aligning technology with business strategy to create sustainable growth and foster innovation.     Kerrie-Anne is an advocate for diversity and inclusion in tech, contributing to initiatives such as women in STEM and leadership development programs. She is a sought-after speaker and mentor, actively involved in shaping the future of technology and leadership in Australia. We are thrilled to have the opportunity to work with Kerrie-Anne, and have no doubt that her knowledge and expertise will help guide Hewison Private Wealth to new heights. #Hewison #FutureThinking #leadership #innovation

With days remaining until election day in the U.S, a remarkable 81% of registered voters have cited the economy as the primary factor influencing their vote. In light of this, Senior Associate Adviser, Alexi Guagas highlights a significant disconnect between actual economic statistics and public opinion with many voters’ personal experiences overshadowing positive economic trends. Don't miss Alexi's last instalment of his three part series and his personal view on the outcome of the election. Read here: https://lnkd.in/ga-qTAaw #Hewison #FutureThinking #economy #election

The ifa Excellence Awards have returned for 2024 and we are extremely humbled and proud to have been named finalists in a record breaking ten categories in 2024. From a company perspective we have been shortlisted for:      • Self-Licensed Firm of the Year       • Client Servicing Company of the Year      • Marketing Program of the Year We also congratulate and celebrate the achievements of our individual finalists for this year:      • Client Services Co-ordinator of the Year – Denise Poole      • Innovator of the Year – Simon Curtain      • Investment Adviser of the Year – Nathan Lear      • Practice Principal of the Year – Andrew Hewison      • Risk Adviser of the Year – Marcus English       • SMSF Adviser of the Year – Simon Curtain & Chris Morcom      • Thought Leader of the Year – Andrew Hewison To read more on the awards and what Managing Director, Andrew Hewison, had to say on the 2024 finalists, click here: https://lnkd.in/gy3s7giq #Hewison #FutureThinking #excellence #ifaexcellenceawards

Retirement isn’t one-size-fits-all, and Chris Morcom’s job is to help you identify what feels right for your future when it doesn’t include a salary #Hewison #FutureThinking #retirement #planning