Exceptional Needs Driven Solutions.

Hewett Wealth - Excellence Defined.

Defining

excellence.

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 focused 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.

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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.

Succession, Structuring, and Strategy — Covered

Investment Solutions

Cash Management

Fiduciary Services

Financial Planning

Assurance

Insurance

Healthcare

Employee Benefits

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.

"To the Hewett Wealth Team, I thought to take this opportunity to quickly express my sincere gratitude to all of you, but especially Peter, for sorting out our finances. By no means an easy task, the insightful and valuable advice we received, coupled with decisive action has ensured that I now fully believe we are back on track and in a far better space than ever before. Despite not being one of your wealthier clients, I really appreciated being treated as if I was. The attention to detail, the invaluable guidance and advice has seen us take some significant steps to improving our family’s financial security, the result of which is a far rosier outlook and a great measure of relief. To now also be receiving regular updates and reviews of how we are doing is incredible and most welcome. I find these sessions both interesting and empowering. Once again, thank you for all you have done and continue to do for us."

Robert Schipholt

"We have known Peter Hewett for more than10 years now, firstly as a family friend and later as our financial advisor. Prior to working with Peter, we had a number of financial advisors who only seemed to sell their products to gain personal financial value and who did not have our best financial interest at heart. We have a strong respect for Peter, who always handled our financial matters in a very professional manner. He always ensures that we are fully aware of the choices available and advises on the best way to invest our money and provide for our future. Notwithstanding huge financial instabilities in South Africa Peter has structured and consolidated our finances with a systematic and comprehensive approach. This assisted us to make our transition to retirement financially affordable and fairly easy. Peter and his team are extremely professional in their approach to financial planning. We appreciate your professional assistance in educating us on financial decisions and assisting us to take informed decisions with risks that we understand. We now feel confident that our financial plan is healthy and secure. We have no hesitance in highly recommending Hewett Wealth to family, friends and business acquaintances. We only wish that we had utilised the services of Hewitt Wealth earlier in our lives. We will, however, stick with them as they offer a very high level of service, financial education and advice."

Fred and Karin Adams

"My kennis met Peter Hewett het begin in Junie 2012 toe hy vir my ‘n beleggingsvoorstel voorberei het. Op daardie stadium was ek maande van aftrede af, en was ek opsoek na ‘n finansiële adviseur om my by te staan en met raad te bedien om my finansies en persoonlike sake te bestuur en in orde te kry. Die beleggingsvoorstel wat ek ontvang het was die mees professionele dokument wat ek ontvang het. As gevolg van die dokument en Peter Hewett se aangename persoonlikheid en uitsonderlike integriteit het ek hom verkies as finansiële adviseur. Ek was nog nie ‘n dag spyt sedert ek die besluit geneem het nie. Die portefeulje wat Peter Hewett vir my saamgestel het getuig van ‘n indiepte kennis van die mark en die wetgewing wat hiermee verband hou. Die voorstelle wat hy maak is hy bereid om te bespreek en te verduidelik wat die agtergrond vir die voorstel is. Hewett Wealth is altyd op die uitkyk vir besondere geleenthede in die mark wat tot voordeel vir sy kliënte sal wees. Sedert Hewett Wealth my portefeulje bestuur het dit gegroei en toegeneem, na verwagting en verseker dit dat ek gerus my aftrede kan geniet aangesien dit in bekwame hande is. Peter is altyd beskikbaar om raad en hulp te gee waar nodig en dit sluit die nabye familie in. Op ‘n gereelde basis reël hy persoonlike vergaderings om my op hoogte te hou oor sake wat op my betrekking het. Die Hewett Wealth span volg Peter se voorbeeld en lewer uitstaande diens. Hulle is vriendelik en professioneel en altyd bereid om behulpsaam te wees. Die diens wat ek ontvang is van hoogstaande gehalte. As gevolg van die diens en die professionele raad wat ek kry het ek Hewett Wealth al by my familie en vriende aanbeveel. Ek sal dus Hewett Wealth sonder enige huiwering aanbeveel."

Danie Oosthuizen

"In my opinion, “Service” and “great people” remain the pillar to business growth. The industry which you find yourself in remains competitive and you always seem to find someone who professes to be better than the previous incumbent. I would like to thank Hewett Wealth for the absolute professional way in which they handled my portfolio and the professionalism they have shown to date. It is very seldom that the sales pitch is what is actually experienced and that the client is put first above the profitability of the business. Looking forward to a lasting relationship."

Tony Jenkins

"We joined Hewett Wealth because of the following: 1) Quality financial advice, we have terrible experience with at least three other financial advisers, their main objective was to make quick buck for themselves e.g. converting RA’s into living high cost annuities in a time when we worked, and our marginal tax was high. 2) Knowledge of financial instruments available in market space; other advisers just selling the same old investments with guaranteed low performance. 3) Lower cost of financial advice. 4) Communication and reporting: HW employees are professional and always available to respond to our concerns; bi-monthly reports provide status of our portfolio. 5) One stop service: HW provides wide range of financial services: tax assistance, investment advice, shares trading ,wills etc.. All the above resulted that we make more money out of our retirement savings and pay less tax."

Stan and Anke Brodziak

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