- Feb 23, 2023
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...
- Jul 17, 2020
Why growth stocks are whacking value stocks
A vexed question in the markets right now is that growth stocks are going through the roof while value stocks are going nowhere. ...
- Jul 14, 2020
Sovereign Wealth Partners turns 5
Sovereign Wealth Partners officially was registered as a company on this day 5 years ago- 14th July 2015. We are extremely grateful for...
- Jul 12, 2020
Portfolio value dropped significantly in July? Not all is as it appears…
The new financial year has begun and financial markets do appear to be somewhat disconnected from the realities of the post-COVID world,...
- Jul 11, 2020
Do I still have enough??
As uncertainty over future asset values continues, Multinational consultant Capgemini estimates that the net worth of wealthy individuals...
- Jul 11, 2020
The value of Advice- Superannuation Nominations
The value of obtaining financial advice is not necessarily all about the investment returns achieved on portfolios. The system of...