Exceptional Needs Driven Solutions

Hewett Wealth – Excellence Defined.

Financial Planning

Financial Planning

What We Offer
  • Dedicated professionally qualified advisor.
  • Regular structured review process
  • Long term finacial plan incorporating retirement, death and disability
  • Ongoing management of structures

Do you have a long term financial plan in place, which is actively managed annually?

Fiduciary Services

Fiduciary Services

What We Offer
  • Comprehensive estate planning
  • Wills and Trust consultation, drafting and management
  • Deceased estate administration

Does your financial plan incorporate estate planning and optimise costs, taxes and administrative expenses?

Cash Management

Cash Management

What We Offer
  • Cash deposits at corporate rates for individuals
  • Specialist liquidity management to maximise cash returns
  • Comprehensive range of deposits

Do you have access to industry leading cash rates, aligned to the top four money managers?

Investment Solutions

Investment Solutions

What We Offer
  • Comprehensive Local & Global Investment Strategies
  • Specialist share portfolios and unitised investment portfolios
  • Ongoing management of active and passive investment strategies

Is your portfolio optimally structured to avoid unnecessary taxes and costs?

Assurance

Assurance

What We Offer
  • Comprehensive range of personal and business assurance solutions
  • Detailed breakeven analysis on all existing cover
  • Comparative costing service

Has your assurance portfolio recently been reviewed to reduce costs?

Insurance

Insurance

What We Offer
  • Wide range of specialised personal and commercial insurance cover
  • Ongoing claims and administrative support
  • Comparative analysis and annual reviews

Have you got competitively priced and appropriately structured cover in place?

Healthcare

Healthcare

What We Offer
  • Extensive range of medical aid and gap cover product providers
  • Ongoing claims and administrative support
  • Comparative analysis and annual reviews

Do you have adequate cover in place for any medical emergency?

Employee Benefits

Employee Benefits

What We Offer
  • Comprehensive review of employee benefits, investment solutions and risk structures
  • Individualised employee wellness solutions
  • Detailed comparative analysis

Is your current scheme competitively priced and optimally structured to meet your employees’ needs?

ABOUT US

Hewett Wealth was established in 2016 by Peter James Hewett on the premise that it is possible to establish a truly independent, professional financial planning and advisory business that is focussed on ensuring exceptional outcomes for clients over the long-term.

This is achieved through the provision of truly integrated and comprehensive, generational, life event based planning and structuring supported by the provision of truly independent investment solutions.

In our pursuit of “defining excellence” in the provision of personalised advisory services, Hewett Wealth has been built on three main pillars:

Providing access to independent financial advisory and planning expertise through a single, specialist, dedicated point of contact.

Delivering a value proposition that encompasses every aspect of financial planning and management.

Enabling the management of family wealth from generation to generation through the provision of independent, bespoke and professionally managed investment solutions.

OUR VISION

To become a widely recognized financial services brand that our employees and our clients are proud to be associated with.

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OUR MISSION

To build and maintain long-term, sustainable and mutually beneficial relationships with our clients and their families from generation to generation through the provision of a single point of contact for all financial planning, advisory and investment management needs delivered through the provision of a suite of quality products and solutions.

Client Testimonials

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