We all have aspirations, some big, some small, some few and some many. Imagine uncovering them and having a pathway in order to achieve them.

 

Well, that’s what we do. Grounded by our years of experience in financial planning, we start by asking you the most important question,

 

“Why?”

For example, why do you do what you do?; why have you created the wealth you have today?, why work the hours you feel you must?, etc. Once you have answered this fundamental question; or perhaps uncovered the reason, then there will be a greater understanding of what drives you to achieve your aspirations.

 

For some, the aspiration may be building a home, or supporting their children and their journey; for others it will be providing security for their family, assisting in the wellbeing of their parents, experiencing broader cultures than our own through overseas travel; or even donating time to the community or leaving a financial legacy.

 

We see ourselves, therefore, at the intersection of your wealth, stage in life, skills, interests and crucially, your aspirations.

 

Utilising our knowledge, experience, and discipline we give you the confidence in the possibilities of not only tomorrow, but next year; the next decade; and beyond.

“A dream is just a dream. A goal is a dream with a plan and a deadline.”

Harvey MacKay

 
 
What We Do

Fulfilling one’s aspirations requires understanding, a strategy, knowledge to stay on track or deviate when necessary, plus perseverance when sometimes it doesn’t seem like anything is going to plan.

 

"A dream is just a dream. A goal is a dream with a plan and a deadline."

Harvey MacKay

 

You need a team that understands your dreams and aspirations, who can use their skills and experience to develop these into goals, with a plan to help you turn your dreams into reality.

 

We do this by providing:

By turning the often complex into elegant simplicity, our goal is to give you the Confidence to Achieve More.

Investment Managment

Ongoing
Project

Managment

Investment Portfolio

Advice

Strategic

Advice

 
How We Do It
 

The core of our service is to design and build financial pathways to solve the issues of money, planning and advice – all essential ingredients in the pursuit of meeting your aspirations.

Our methodology comprises four phases: 

Services

As you would expect, given our backgrounds, we provide a broad range of financial planning services which encompass the following:

  • Cash flow management and budgeting

  • Investment advice 

  • Debt management

  • Employee Share Scheme advice

  • Aged care advice

  • Wealth protection

  • Tax planning

  • Portfolio management and reporting

  • Superannuation

  • Self-managed super administration

  • Personal risk assessment and insurance

  • Estate planning

 

Sovereign Wealth Partners Pty Ltd

ABN 18 607 071 367

Corporate Authorised Representative (No. 001233909)

of Sovereign Capital Pty Ltd

ABN 44 164 127 833, AFSL 456235


Privacy Policy

Level 26, 20 Bond St

Sydney NSW 2000

Call Us

+61 2 8216 1777

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