Hewison Private Wealth

Dollar cost averaging is a powerful investment strategy that involves regularly investing a fixed amount of money into shares, regardless of market conditions. Partner & Wealth Adviser, Nathan Lear, explains several benefits that this method offers for investors, particularly in the often-volatile stock market. Discover how this strategy can be coupled with regular rebalances to bolster the effectiveness of your financial strategy. Read more here: https://bit.ly/3ZePPNh

Spring has sprung, and while you can never depend on Melbourne for a warm sunny day, let this seasonal change be a reminder to review your short-term and (of course) long-term financial goals and strategies.

From the team at Hewison Private Wealth, sending our best wishes to all the brilliant dads and father figures out there as we head into the weekend! Happy Father's Day!

Last night we held our annual Hewison Foundation Trivia Night, a new venue and new trivia master Brian Nankervis delivered us our best Trivia Night to date! Always a highlight on many a calendar - together with our friends, partners, and many of our team - we raised $9000 for the Hewison Foundation. A super fun night that will bring much needed support to You Matter, the Mirabel Foundation and the Melbourne Men’s Group.

A massive thank you to our 2024 Sponsors, the evening wouldn’t be a success without your support.
Denu - natural & organic body products, KITE REPUBLIC, Pt. Leo Estate, Kinnon, Working Hands Corporate Massage Mercedes-Benz Brighton Melbourne Golf Park Melbourne United Alba Thermal Springs & Spa Luxury Escapes Hotel Bellinzona Daylesford

You often hear professional advisers (ourselves included) preach about diversification, but what is the reason behind this? In this week's blog, Partner and Wealth Adviser, Chris Morcom explains how diversification reduces investment risk while simultaneously enhancing investment returns. Read more here: https://bit.ly/3T8Z6Tb

Partner and Wealth Adviser, Travis Schindler, has once again been shortlisted for the Financial Standard's 50 most influential advisers in Australia. The FS Power50 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 in its own right, but Travis needs your votes to make the final 50 for 2024. Follow the link below to vote for Travis, and help ensure he receives the recognition he deserves: https://bit.ly/3Xv0uSZ

A well-known quote and for good reason. This speaks directly to the Hewison Private Wealth investment philosophy that is underpinned by our long-term approach to investing.

As a Hewison Private Wealth client, you can sit back and relax knowing you are in safe hands. Once investments are made and advice implemented, you'll maintain complete access and transparency to your investments and portfolio at all times.

Our independence provides clients with the confidence that our advice is totally unbiased and based only in their best interests. But don't take our word for it, here's what our clients have to say…

The first Friday and Monday of August marked the worst two days of trade on the share market since 2020. In this week's blog, Partner and Wealth Adviser, Travis Schindler explores what's causing the market volatility and the best ways for investors to weather these periods. Read more here: https://bit.ly/3WPUaUn

Congratulations to our new Associate Advisers, Luke Ferguson, Steven Amor, and Michelle Alban. Luke and Steven received internal promotions, moving from our Client Services team into their new roles, while Michelle joins us as a brand new team member, bringing with her a wealth of experience. All three have a strong dedication to their work, passion for the financial advice industry and care deeply about client outcomes. We look forward to watching these three flourish in their new positions.

Mercedes Benz Brighton certainly delivered with a Hewison blue SL63 AMG on a recent drive day to the Mornington Peninsula. Chris Morcom, Travis Schindler, Marcus English and Creina Lister were lucky enough to be a part of the experience and it did not disappoint. Stunning scenery, luxurious cars and a divine lunch at the stunning Point Leo Estate certainly made for a great day building connections out of the office.

While market sentiment often drives short-term performance, true value emerges over time as investments align with their underlying profitability and growth potential. In this week's blog, Managing Director, Andrew Hewison explores the distinction between viewing the stock market as a voting machine versus a weighing machine. Click here to read more: https://bit.ly/3AmXSNT

Strategic planning today leads to tomorrow’s financial independence. Now that's something to smile about. Start today.

Join us in celebrating our newest Wealth Advisers, Tess McIntosh and Caleb Ludlow! Their professionalism, passion for the financial advice industry and ability to build relationships with clients as they work towards financial independence, have made them invaluable assets to the Hewison team. We can't wait to see them continue to excel and achieve exceptional outcomes, for themselves and their clients. Congratulations, Tess and Caleb - well deserved.

In the spirit of the Olympics, let Hewison be your trusted coach in the race towards financial independence. With our expert guidance, you can achieve your financial dreams. Start today: https://bit.ly/41hwNVL

Partner and Wealth Adviser, Travis Schindler, recently interviewed with Ausbiz, unveiling the compelling investment opportunities in commercial property. Learn about listed trusts, unlisted syndicates, and why diversification is key. Watch the full interview for Travis' expert insights here: https://bit.ly/3ArXnBO

As you transition into retirement, your salary may cease, but your financial stability doesn't have to. In this week's blog, Wealth Adviser, Tess McIntosh explores how to generate passive income through your portfolio to support a comfortable and independent retirement. Read more here: https://bit.ly/3WQxuVg

Say goodbye to 'set and forget' financial planning. Experience the Hewison difference with our holistic advice and high-touch service. From investment strategies to personal insurance, we ensure your financial future is optimised for success.

The trust we've earned.

Knowledge is power, and we're here to keep you informed! Visit our insights page for weekly articles from our expert team. To learn more, click here: https://bit.ly/3KrYgvH

Whether it's inner city living or owning acreage in the countryside, we are here to ensure your dreams become a reality. Your goals are unique, and so is our approach. We believe there is never a one size fits all.



📷️ zakaz86

Discover which asset classes are leading the charge in 2024. Despite a strong performance across most markets, global bonds and real estate have felt the squeeze, prompting Wealth Adviser, Steph Patrick to examine the factors driving these changes in this week's blog. Read more here: https://bit.ly/3WlBknQ

Today's equity spotlight is Bega Cheese Limited. And despite the name, this company doesn't only sell Bega Cheese. Bega is an integrated producer of iconic brands like Bega, Vegemite, Dairy Farmers, Dare, Farmers Union, Masters, Daily Juice, The Juice Brothers, and Zooper Dooper.

Even with cost-of-living pressures, Bega's consumer brands have shown resilience, achieving double-digit price increases and a 5% volume growth in 2023. This strength has driven a share price increase of over 28% for 2024 to date.

Recognising changing consumer trends towards dairy-free and vegan diets, Bega is strategically shifting investment to its spreads business, boasting strong positions in products like Vegemite and peanut butter, which offer potential higher margins.

Additionally, Bega is enhancing its focus on supply chain efficiencies and expanding sales to non-grocery customers, such as convenience stores and chain restaurants.

Bega's success story is truly the cream of the crop 🧀



Disclaimer: Any information, financial product or advice provided in this post is general in nature. It does not take into account your needs, financial situation or objectives. Before acting on the advice, you should consider whether it is appropriate to you in light of your needs, financial situation and objectives.

The financial plans you make today have a significant impact on how much of your wealth and assets are transferred in the future. You spend a lifetime building your wealth. Make sure it's in the right hands.

Finally, the sun is making an appearance in this cold winter, and the weekend is just around the corner! With the South Melbourne Market so close by, we're balancing our love for local delights with smart financial choices. Ready to enjoy the best of both worlds this weekend.

Congratulations to our newest equity partner, Head of Insurance, Marcus English. Marcus joined Hewison Private Wealth in 2017 and has been instrumental in creating and leading the insurance and risk team over seven years. Marcus has made invaluable contributions to our firm and our clients and there is no doubt his journey towards partnership is truly deserved. Read more about this announcement and hear more from Marcus and Andrew here: https://bit.ly/3Wgg4jn