Respect tradition, Challenge convetion
What's In a Name? Everything
When it came to embarking on this business, the founding partners spent considerable time, selecting and deciding on name which they believed best represented the needs of clients.
So Sovereign Wealth Partners was born
"Sovereign" means acknowledged leader: execeptional quality; unlimited; and having independent authority. We feel all of these elements resonate with discerning clients in their search for the ideal professional wealth partner.
The strength, integrity and philosophy of the group as a partner, enhances our capability, rather than create conflicts of the interest which often resides with other financial service providers.
We have an autonomous mindset in the provision fo financial advice which we believe is essential in meeting the expectations of high net worth clients.
We trust this is what you would expect.
170
Happy clients
$200m
Happy clients
+75 years
executive experience
Our Journey
It started in July 2015 by four professional advisors with a vision to challenge conventional wisdom in financial services and provide a great financial advice experience for their clients.
The Start
The Goal
The very nature of financial or wealth advice should be personal. Not one person’s circumstances, needs, time frame or aspirations are the same, so nor can the advice you receive be identical to that or someone else. Let alone be produced simply by a computer or robot.
“Sovereign” means acknowledged leader; exceptional quality; unlimited; and having independent authority. We feel all of these elements resonate with discerning clients in their search for the ideal professional wealth partner. The strength, integrity and philosophy of the group as a partner, enhances our capability, rather than create conflicts of interest which often resides with other financial service providers.
We have an autonomous mindset in the provision of financial advice which we believe is essential in meeting the expectations of high net worth clients. We trust this is what you would expect.
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Trust – It’s the foundation of our business. We never take for granted the faith our clients have placed in us to help guide their financial future.
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Make tomorrow happen today - life is too short to put it off until tomorrow. We prioritise, focus and act, recognising that a sense of achievement it both rewarding and contagious.
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Be Extraordinary - while striving for the extraordinary is a challenge and requires perseverance, it’s far more satisfying than just being ordinary. Finding better, smarter and faster solutions benefits everyone.
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Empowerment - Opinions are often plentiful and of little substance. Through education translation and conviction, we aim to empower our clients and staff to have the confidence in their decisions
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Highest Standards - we take pride in our craft and believe our clients should receive first class service. To do so means the bar is set high. We expect a lot from ourselves and those with whom we rely on.
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Journey and destination - Both are important and deserve equal attention, since one without the other is a much poorer investment and life experience. All of us only have one life on this earth. Since time is precious and not infinite, we wish to help our clients make the most of their lives and be the best they can be. Not forgetting that it’s important to have some fun along the way.
Our Values
The Team
Together the founders have more than seventy-five years’ experience in wealth management, much of it, as colleagues in the development and growth of the Wealth Management practice of Macquarie Private Wealth.
Fundamentally, we are driven by the delight of clients when a personal goal or aspiration is met. Made possible through our help and guidance.
Meet the Team
Jeffrey Wrightson
Managing Partner &
Principal Adviser
Jeffrey's a Certified Financial Planner, holds a Bachelor of Business, a Graduate Diploma of Applied Finance, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Jeffrey is member of the Financial Planning Association of Australia, Fellow of CPA Australia (FCPA) and Fellow of Finsia (FFin) and has over 30 years’ experience in working in financial services.
Christopher Forrest
Senior Partner &
Principal Adviser
Christopher is a Certified Financial Planner, holds a Bachelor of Economics, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Christopher is a member of the Financial Planning Association of Australia and has over 20 years’ experience in working in financial services.
Stephen Thaxter
Senior Partner &
Principal Adviser
Stephen holds a Bachelor of Science (Hons) in Economics and Business Economics, a Diploma of Financial Planning and is accredited at Level 2 for derivatives trading. Stephen is a member of the Financial Planning Association of Australia and has over 27 years’ experience in working in financial services.
Nina Kazmierczak
Partner &
Principal Adviser
Nina is a Certified Financial Planner, holds a Bachelor of Business, a Diploma of Financial Services and is accredited at Level 1 for derivatives trading. Nina is a member of the Financial Planning Association of Australia and has over 14 years’ experience in working in financial services.