- Sep 14
Retirement tips – from those already retired
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners Retiring is a big deal for anyone and one thing we’ve...
- Sep 13
Too old to contribute to Super? Think again!
Nina Kazmierczak- Partner and Principal Adviser Sovereign Wealth Partners Over the last few years, there have been several moves...
- Aug 10, 2021
Structuring a Secure Retirement Income
Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners In our last article we asked the question: can a...
- Aug 10, 2021
The value of advice- When the stars aligned for the Bank of Mum and Dad
Steve Thaxter- Senior Partner and Principal Adviser, Sovereign Wealth Partners There was cause for quiet celebration in one of our...
- Jul 13, 2021
How can I secure my retirement income?
Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners Over two articles we will be looking at how prospective...
- Jun 6, 2021
Superannuation Updates from 1 July 2021
With a new financial year just around the corner, the arrival of 1 July comes a few updates to superannuation caps and/or limits. Below I...
- May 18, 2021
EoFY 2021 – How to best prepare
What you need to consider… NOW It’s like Christmas without the gifts, just the work. However, good planning pays dividends. Here are...
- May 18, 2021
2021 Federal Budget summary- How it may impact you?
The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his second Federal Budget on 11 May 2021. This budget’s focus is firmly on...
- May 18, 2021
Downsize to upsize your Super – Budget 2021
Retired or retiring Australians have been resistant to the idea of downsizing the family home. There are a number of reasons behind this,...
- May 18, 2021
How will my kids buy a home?
There are a number of options, many focused on fast tracking the required deposit and borrowing the rest from the bank. And what is the...
