Sovereign Wealth Partners in Sydney, Australia | Investment management company

Sovereign Wealth Partners

Locality: Sydney, Australia

Phone: +61 2 8216 1777

Address: Level 26, 20 Bond St 2000 Sydney, NSW, Australia

Website: http://www.sovereignwp.com

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• Investment management company
• Financial planner

25.01.2022 Another excellent Audere Coaching & Consulting Excelerator workshop last week in Melbourne. Lots of great discussions and insights shared, particularly exploring how successful businesses adopt the mindset of an elite athlete: Shut off the negative, focus on the task at hand and envision a positive outcome. Energised and excited to transform plans into action as we enter the final sprint of the year before Christmas!

25.01.2022 Partner and Principal Adviser Steve Thaxter shares some personal thoughts and experience on HECs and its financial implications. https://www.sovereignwp.com//Let%E2%80%99s-talk-about-HECS

25.01.2022 With the EoFY fast approaching, are you ready?? https://www.sovereignwp.com//Winter-is-coming-%E2%80%93-an

23.01.2022 Lockdowns and restrictions may have made time move slower for some, but it's the time of year again to start preparing for E0FY. Are you ready? https://www.sovereignwp.com//End-of-financial-year-checkli

23.01.2022 Senior Partner and Principal Adviser, Chris Forrest, took a look at how the Australian financial markets reacted to the coalition turmoil of last month https://www.sovereignwp.com//Do-the-markets-approve-of-Sco

22.01.2022 Do the recent legislative changes to AirBnb in Australia and potential tax implications impact you?. https://www.sovereignwp.com//AirBnB-legislation-changes-hi

21.01.2022 Recently there has been a lot of market talk surrounding an inverted yield curve. Chris Forrest outlines what an inverted yield curve is and how it may benefit your portfolio. https://www.sovereignwp.com//What%E2%80%99s-an-inverted-yi

21.01.2022 Should you buy into the rising gold price? #investing #goldinvesting #gold https://www.sovereignwp.com//2/08/21/The-gold-rush-of-2019

20.01.2022 End of financial year is fast approaching and here are a few important points and cut-off dates that you need to keep mind. https://www.sovereignwp.com//What-you-need-to-know--EoFY%E

20.01.2022 Last month marked the 10th anniversary of the GFC. Reflecting on what global markets have done, many believe this to be the longest bull market run to date!. We look at whether or not this is the case and where to from here. https://www.sovereignwp.com//10/08/Charge-of-the-bull-or-c

17.01.2022 Delighted to hear that one of our clients received more than $100 refund on their CTP green slip immediately on reading our article in the SWP newsletter this week! By subscribing to our monthly newsletter, you too may be surprised!

17.01.2022 A gentle reminder as to why portfolios seem to drop every July... https://www.sovereignwp.com//Portfolio-value-dropped-signi

17.01.2022 We discuss the forecast for the Australian housing market, drawing on two recent reports from Farrellys and AMP Capital to provide perspectives based on facts, rather than emotive headlines.

16.01.2022 New Years Resolution: Achieve more with your wealth Improve your financial fitness, shed your wealth worries and develop a winning game plan for 2018 with the guidance of Sovereign Wealth Partners. With more than 75 years combined experience in wealth management, our advisers are equipped with the knowledge, skills and expertise to transform your plans into reality. For more information visit https://www.sovereignwp.com or contact us at [email protected]

16.01.2022 After substantial changes in last years Budget impacting superannuation, the Budget this year appears less likely to significantly impact retirement planning. We highlight some key proposals which may impact you...

16.01.2022 GREAT NEWS Were delighted to advise that Sovereign Wealth Partners and its associated Australian financial services licence holder is now... 100% privately owned and operated by its management team. https://www.sovereignwp.com//Sovereign-Wealth-Partners-mov

15.01.2022 Merry Christmas to all our clients, shareholders and business partners! Wishing you a safe and relaxing holiday and a joyous New Year. We have had a fantastic year and look forward to 2018 as we continue to grow and put exciting game plans into action!

15.01.2022 Today we turn 5! We are extremely grateful for the fantastic support shown by many of our existing clients. Also to our new clients for placing their trust in us. Of course, there are many other supporters who have enabled us to prosper not the least being our families. https://www.sovereignwp.com//Sovereign-Wealth-Partners-tur

14.01.2022 Interested in what has influenced markets over the previous year and, more importantly, what is going to influence markets in the coming year and beyond?

13.01.2022 It's fast approaching... EoFY and there are a few ways you can contribute to superannuation- one method which may not be as widely explored, especially by couples, is that of splitting. Contribution splitting that is. https://www.sovereignwp.com//Could-it-be-time-to-contribut

13.01.2022 Last month we participated in Pitch In Sydney 2017 hosted by Bennelong Foundation, where three inspiring, not-for-profit charities pitched their projects to the audience for a share of the Foundations $50,000 grant. A very insightful, inspiring and enjoyable night!

11.01.2022 We are super excited to finally share our NEW online wealth projector tool- Sovereignty!. It's designed to help you assess the various lifestyle and spending choices that are feasible with the wealth you command. https://www.sovereignwp.com//Take-a-look-at-our-Sovereignt

11.01.2022 The Super Reform changes announced in the 2016 Federal Budget will take effect on 1 July 2017. These are some of the most significant changes in 30 years and are only 4 months away. So you cant afford to make a mistake, as the cost may be huge and the impact felt over many years!

10.01.2022 Sovereign Wealth Partners turns 2! What an exciting and eventful two years it has been! Our second year of business has seen us hit our stride with many highlights including moving into our new offices on Level 26, 20 Bond Street, hosting our inaugural Insight Series Boardroom Lunch, the development of Sovereignty and Pitch In Sydney 2017. We continue to challenge conventional industry thinking and are constantly looking for new and innovative ways to enhance the financial a...dvice experience for our clients. Thank you to all our clients, whether you have been a long-term partner or have recently joined us, we greatly appreciate your continued support and trust in us. We look forward to the future together and are extremely excited about what our third year will bring.

08.01.2022 If you live in Australia but used to work in the UK, you should consider this "use it or lose it" opportunity. We've built an app that makes it easy for you. https://www.sovereignwp.com//Did-you-ever-work-in-the-UK-Rs-too-late

08.01.2022 Happy EOFY from the team at Sovereign!!

08.01.2022 This month we and clients participated in Pitch In Sydney 2018 hosted by Bennelong Foundation, where three inspiring, micro charities pitched their projects to the audience for a share of the Foundations $58,000 grant. Representatives from Be Centre Foundation, The Social Outfit, and Youth Off The Streets shared stories about their work and social impact in the community. Wed like thank those who attended, we greatly appreciated your company and hope you enjoyed the evening!

07.01.2022 We need to look beyond the uncomfortable side of life expectancy and plan for how we best enjoy the good years of our old age. This article sets the scene for those discussions and provides some guidance in approaching your own life expectancy.

07.01.2022 Over 65s now have a chance to contribute more to super. This may be a valuable option for downsizers...

07.01.2022 Wealth management and smashed avocado on toast are more similar than you may think. Here's why...

06.01.2022 Last week we escaped to the warmer weather and attended the Audere Coaching & Consulting two-day 'Excelerator' workshop on the Gold Coast. Filled with energy, inspiration and new ideas, we're looking forward to continuing to grow and enhance the Sovereign experience!!

04.01.2022 Post Portfolio Construction Forum last month- Partner and Principal Adviser Chris Forrest provides key insights and stats on Index investing. https://www.sovereignwp.com//Just-4-of-companies-have-made

04.01.2022 Following the RBA's decision to drop interest rates this month, it may not be the only thing lower for longer in financial markets. https://www.sovereignwp.com//Lower-for-longer-and-not-just

03.01.2022 Australias political parties are now firmly in campaign mode, with a high expectation of Federal elections in mid May 2019. There has been much debate about several unveiled ambitious Labor tax policies, , especially those concerning negative gearing and franking credits. We summarise below some of the hot policy measures announced to date and how they might impact you. https://www.sovereignwp.com//Labor%E2%80%99s-proposed-poli

01.01.2022 The RBA is giving guidance that the next rate move is up, eventually, but is this jawboning or just wishful thinking? Partner and principal adviser Chris Forrest explores this likelihood... https://www.sovereignwp.com//Could-the-next-interest-rate-

01.01.2022 Senior Partner and Principal Adviser Chris Forrest challenges us to re-phrase the question -do I need insurance? to the right question of do I have the right level of cover for me and my family?. https://www.sovereignwp.com//Life-Insurance-%E2%80%93-the-