- May 16
If cash ain’t trash it’s elastic
Steve Thaxter- Senior Partner and Principal Adviser Sovereign Wealth Partners Investing can be a brutal game that confounds even the...
- May 16
Federal Budget 2023 – What it means for (some) individuals
Chris Forrest- Senior Partner and Principal Adviser Sovereign Wealth Partners The budget headline was dominated by a projected surplus of...
- Feb 23
Lets talk about risk profile - yet again
There’s an exercise called risk profiling that you do in one of your initial adviser meetings. It’s like a personality test on investment...
- Feb 23
A beacon of light - the Levy report
The financial advice industry in Australia continues to shrink at an alarming rate as it grapples with the shake-up of the Hayne Royal...
- Nov 9, 2022
… he's arrived!
Maximilian Gavin Mahlberg was born on 18 October 2022. Congratulations to Nina and Gavin on their brilliant news, it’s fabulous to hear...
- Nov 8, 2022
Surviving Bear Markets
Stephen Thaxter Senior Partner, Sovereign Wealth Partners 2022 has turned out to be a nasty year for investors. Almost every asset class...
- Nov 8, 2022
Traditional monetary theory makes a comeback
Chris Forrest Senior Partner Recently we participated in an update by Chris Watling of Longview Economics. What caught our attention was...
- Oct 12, 2022
Incoming!
We wish our partner, Nina Kazmierczak, all the best on her fast-approaching due date. Nina has just gone on maternity leave but will be...
- Oct 12, 2022
Many more to qualify for the Commonwealth Seniors Health Care Card
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners There’s an attractive gift for self-funded retirees hidden...
- Oct 12, 2022
UK State Pension Rescue: last orders!
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners In the last few years we’ve been reaching out to the UK...
