Our Clients

 

With Sovereign, our relationship with our clients doesn't mean a phone call or meeting once a year. We understand that every client seeks something different from their advisory journey.​ We offer opportunities for our clients to learn more about different issues in the industry from super to property investment and also hold events that support our philanthropic pursuits. 

By developing strong and enduring partnerships with our clients, we are able to deliver consistent, transparent advice and empower them with skills and assistance to turn their goals into a reality.

If you would like to talk to an existing client about their SWP experience, please contact us

Empowering you with the confidence to achieve more with your wealth

"Their professionalism and impressive experience in the financial advice sector have given me peace of mind in my financial security"

From our first meeting, I felt Chris and Jeffrey understood my financial circumstances and goals thoroughly; the results I continue to achieve in my investment portfolio, and superannuation reflect this understanding. 

 

At each step, they offer a thorough explanation of my options in an easy to comprehend and concise manner, allowing me to make confident decisions under their expert guidance.

 

The team members at Sovereign Wealth Partners (SWP) are warm, friendly and sincere. Their professionalism and impressive experience in the financial advice sector have given me peace of mind in my financial security. I enthusiastically recommend SWP to anyone seeking comprehensive financial advice.

Linda S

Terrigal, NSW

 

I have received advice from several Financial Advisors over many years and became a Sovereign Wealth Partners (SWP) client in 2015. The advisory services provided to me by SWP (Steve Thaxter and Nina Kazmierczak) over the last 2 years has been excellent and far superior to other advisors in my experience.

I have been very impressed with the personalised approach provided by the SWP team across a range of issues relating to the management of my Australian investments. As an offshore client, regular and effective communication is critical and Steve and Nina have been proactive in ensuring that communication is effective. Importantly the SWP team has consistently provided sound, insightful advice which has delivered excellent results over the last 2 years.

I have no hesitation in recommending Sovereign Wealth Partners and have previously recommended SWP to friends and family.

 

Robert K

Thailand

"The SWP team has consistently provided sound, insightful advice which has delivered excellent results"

"We have developed a confident, personal and successful professional relationship"

As farmers, our income can vary from season to season and from year to year. We sought an advisor who could understand the variance of farm income and provide sound advice for off farm investment.

Steve Thaxter at SWP has guided us through good and bad farming years. He is now an integral part of our business decisions and investments. We have developed a confident, personal and successful professional relationship. We trust Steve’s experience, recommendations and our mutual decision making.

 

We are well on the way to achieving our initial goals for the farm, succession planning and funding for our retirement.

We have highly recommended Steve to others seeking secure financial advice.

 

John and Kathryn K

Bannister, NSW

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


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Level 26, 20 Bond St

Sydney NSW 2000

Call Us

+61 2 8216 1777

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