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:

 

1

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

2

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

3

Enabling the management of family wealth from generation to generation through the provision of independent, bespoke and professionally managed investment solutions.
Is your advisor totally independent and unaffiliated to any product provider thus enabling the provision of a comprehensive, totally independent, unbiased and competitive range of structures and solutions tailor-made to meet your personal needs?

OUR VISION

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

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.

OUR TEAM

Peter Hewett, CFP®
MANAGING DIRECTOR

Peter has operated in the financial services industry for 28 years within trust and fiduciary services, lending, financial planning and advisory, portfolio management and senior executive and board roles within ABSA, FNB, Syfrets, BoE, Nedbank and Efficient Group.

Peter holds a B.Econ, a CAIB(SA) and a CFP™ and he is now attempting his CFA™ and is also a winner of the FPI Financial Planner of the Year Award.

In 2016, Peter established Hewett Wealth as a totally independent financial services business, which currently has branches in Johannesburg and Cape Town and which will expand into other regions in the near future. The business has grown significantly through referrals since its establishment and now looks after the financial affairs of more than 200 clients with assets under management and advice exceeding a billion Rand. He is married to Erika and they have two wonderful sons, Ashley and Andrew.

Ryan McCaughey, CFP®
EXECUTIVE HEAD WESTERN CAPE

Ryan grew up in the Eastern Cape and matriculated from St Andrews College. He went on to study a B.com degree at Stellenbosch University. His passion for Investments led Ryan to obtain his B.com Honours degree in Financial Analysis from the Stellenbosch University.

Ryan has built up extensive experience in the investment industry over the last 9 years working as an investment portfolio analyst, equity analyst, and portfolio manager with listed and independent asset managers. His passion for working with people and in financial markets has culminated in him pursuing a career in financial planning.  In 2017, Ryan joined Hewett Wealth (Pty) Ltd as a financial advisor, establishing the Western Cape branch in Cape Town.

He is a member of the Financial Planning Institute and is a CERTIFIED FINANCIAL PLANNER® professional. Ryan currently resides in Hout Bay, Cape Town with his wife Ashleigh.

Jean le Roux, CFP®
EXECUTIVE HEAD OPERATIONS

Jean grew up in Cape Town and moved to Johannesburg at the age of 15. He matriculated in 2006 at Hoërskool Linden and went on to study B.com Finance at the University of Johannesburg. During his studies he developed a passion for investments and financial planning in particular and thus decided to complete his honours degree in Financial Planning at the same university.

He was approached by Peter Hewett in 2016 to join Hewett Wealth as a paraplanner and was promoted to Executive Head of Operations in 2017. He has been instrumental in the establishment and growth of the business and has played an integral part in setting up the business systems and infrastructure including processes, policies, compliance and the like to ensure exceptional client outcomes.

In his spare time, he enjoys the outdoors, especially birding. Jean is also a CERTIFIED FINANCIAL PLANNER® professional.

Matthys Brits
Matthys Brits
HEAD: INTERNAL DESK

Matthys started his career in the Financial Services industry in early 2013 after having finished a 3-year volunteer program at his local church. He quickly developed a passion for Financial Planning and the need therefor in South Africa. Matthys’ favourite quote is: “people are destroyed by a lack of knowledge” and he believes this to be especially with regards to financial planning and management of finances.

Matthys has a passion for people and is still heavily involved in his church and outreach programs with the objective of ultimately growing and improving the quality of life for all South Africans.

Matthys brings a wealth of experience and joined Hewett Wealth in 2018. He currently fills the role of para-planner and internal financial advisor while studying toward his CFP qualification on a part-time basis.

Erik Pieterse, CFP®
EXECUTIVE HEAD PRETORIA

Erik was born and raised in Pretoria and matriculated form Eldoraigne High in 2006. He went on to complete a B.com degree in marketing at the University of Pretoria. He later also completed his post graduate diploma in financial planning at the University of the Free State. He is a member of the Financial Planning Institute and is a CERTIFIED FINANCIAL PLANNER(R) professional.

Erik has been actively practicing as a financial advisor since 2012 in the tied- and independent space. His main goal is to empower clients by sharing his knowledge and helping them to implement the right solutions for them.

Erik joined Hewett Wealth in 2020 as a financial advisor, establishing the Pretoria branch of the business

Delicia de Villers
Delicia de Villers
ADMINISTRATIVE SUPPORT

After Delicia matriculated in 1993, she obtained a certificate as an Executive PRO Secretary, sponsored by the Development of Manpower and the Academy of Learning. 

In 1996 she started a career in the Corporate Asset & Finance industry. In April 2009 she retired from this industry as the Head of Administration and Compliance. In May 2009 she joined a family member with his new venture in becoming a Financial Advisor.  Her core focus areas included:  customer base growth, client retention, business administration & transaction processing, compliance, and practice management.

In February 2019 Delicia was appointed as the newest addition to the Hewett Wealth Johannesburg team where she plays an important role in the administration process due to the expanding business. Delicia is an avid nature and outdoor person, she enjoys hiking, camping, gardening and on weekends she tries to make time for a game of tennis.

Tiffany Geoghegan
Tiffany Geoghegan
ADMINISTRATIVE SUPPORT

Tiffany grew up in Welkom, Free State and moved to Cape Town in August 2019.

She matriculated in 2015 at Welkom Gimnasium and went on to study a Bcom Investment Management and Banking degree at the University of the Free State. She looks to further her education obtaining her CFP.

Tiffany join Hewett Wealth in October 2019 as a Client Administrator.

One of Tiffany’s favorite quotes is “Go confidently in the direction of your dreams and live your life with passion.”

Erika Hewett
Erika Hewett
FINANCIAL MANAGER

Having studied towards a qualification in a totally unrelated industry, Erika joined and spent her career with Sanlam Group Benefits. After 10 years in various roles in the Group Schemes environment, she resigned her employment to take care of her two sons, Ashley and Andrew. 

Erika has been married to her husband Peter for 22 years and has fulfilled various administrative roles since the establishment of the business, including finance, commissions and general administration.

Anel Naude
Anel Naude
COMPLIANCE OFFICER

Anél started her career at a small diversified financial services business that ultimately listed on the JSE. She gained significant experience across a number of divisions including asset management, unit trusts and advisory services and ultimately specialised in compliance and operations management.

In 2015 she decided to establish her own consulting business under the umbrella of Compliserve Gauteng and subsequently accepted a role as an independent outsourced Compliance Officer under this umbrella at Hewett Wealth. Anel graduated with a B.Comm Investment Management and Financial Management and also holds a postgraduate diploma in financial planning.

She is licensed with the Financial Services Conduct Authority as an independent compliance officer.

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