- 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...
- May 9, 2022
EoFY 2022 – What you need to consider… NOW
Nina Kazmierczak- Partner and Principal Adviser Sovereign Wealth Partners It’s like Christmas without the gifts, just the work. However,...
- May 9, 2022
Interest rate predictions and potential impacts on the residential property market
After 11 years, the RBA raised the official cash rate to 0.35% last week, there has been much discussion surrounding what this and...
- Feb 7, 2022
How to replace your financial adviser
There are usually only two times you’ll need to replace your adviser. Either They’re out, for example when your adviser is leaving the...
- Feb 7, 2022
Should we be selling out?
Steve Thaxter- Senior Partner and Principal Adviser Sovereign Wealth Partners If we’re fully invested it’s only natural to feel very...
- Nov 8, 2021
When will the cycle turn for the Sydney housing market?
10 November 2021 Steve Thaxter- Senior Partner and Principal Adviser Sovereign Wealth Partners How close are we to the top of the house...
- Sep 13, 2021
Surviving the great abandonment
Steve Thaxter- Senior Partner and Principal Adviser Learn why financial advisers are leaving the industry and, for those who’ve been...
