PRODUCTS & SERVICES

Hewett Wealth offers a comprehensive range of products and services that encompasses every aspect of financial planning and management through the integration of exceptional technical and academic expertise with a wide range of solutions and products offered by specialist, highly recognised South African and International financial services companies.

Our business relationships and all-encompassing value proposition enables us to provide a bespoke range of truly independent solutions that will accommodate the needs of every discerning client that becomes part of the Hewett Wealth family from generation to generation, incorporating their personal, business and trust affairs where applicable.

Our range of services and solutions include:

Financial Planning

Financial Planning

What We Offer
  • Dedicated professionally qualified advisor.
  • Regular structured review process
  • Long term financial 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 Sercices

Fiduciary Sercices

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?

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Our Partners

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