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We see what others miss

Understanding, strategy & knowledge

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via one precision planning process

Design

We make the complex simple

We relish making the complex simple and

endeavour to distil our advice to 'one page'.

While your affairs may at times not seem overly

complicated, it is often a change in your circumstances, legislation, government policy

which creates complexity.

Navigation change and enabling you to be focussed on your goals with simple, but elegant solutions will always be a challenge, but a challenge we thrive on.

Seek

We search for opportunities

As all our clients have accumulated some wealth, investment management and returns are close to their heart, particulary as the means to fulfill some aspirations.

Being opportunistic with market timing and sourcing appealing and robust investments is part of our DNA, which we believe will make a difference in the pursuit of your goals.

Endure

We keep you on track

If you always knew what to do and did it, life would be easy.

As this doesn't tend to happen, we create action plans and use our professional advisers - accountants, lawyers, bankers are working in concert to help you meet your aspirations.

We work best with 5 areas

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Current & Retired Executives

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Small Business

Owners

Professionals

Charitable

Funds

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Individuals in

Relationship Breakdown

What Our

Clients

Say

...and the  right  expertise

Strategic Advice

Making the complex, simple

  • Ownership structures

  • Navigating legislation

  • Cash flow management and budgeting

  • Debt management

  • Employee Share Scheme advice

  • Aged care advice

  • Wealth protection

  • Tax planning and considerations

  • Personal risk assessment and insurance

  • Estate planning

  • Business succession/ small business buyout

  • Protecting income and assets

Portfolio Advice

Precision analysis of your situation.

  • Review and assessment of investment

  • Recommendations

  • Assessment of attaining goals/aspirations

  • Projections

  • Navigating financial markets

  • Portfolio construction

Investment Management

Fiding opportunity & managing risk.

  • Portfolio management and reporting

  • Investment advice 

  • Asset Allocation advice

  • Investment Strategy advice

  • Sophisticated investor opportunities

  • Investment philosophy

Ongoing Project Management

Managing matters to achieve an outcome.

  • Portfolio management and reporting

  • Investment advice 

  • Asset Allocation advice

  • Investment Strategy advice

  • Sophisticated investor opportunities

  • Investment philosophy

Super Annuation

Ensuring the detail is covered

  • Maximising contributions

  • Navigating legislation

  • Self-managed superannuation funds and administration

  • SMSF Investment Strategy advice

  • Transition to retirement income streams

  • Pensions

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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Call Us

+61 2 8216 1777

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