We all have aspirations, some big, some small and some downright audacious. But what if audacious was possible? Do you have a clear perspective of the potential your wealth represents?
Sovereignty, our purpose built modelling software, has been in design and development for a year and a streamlined online version is soon to be launched for our clients. Naturally, we believe it is far superior to many of the simplistic projectors available on the web.
We’ve built this wealth planning software ourselves, specifically for our clients. Typically our clients have many priorities, multiple options, busy lives, generous hearts and fulfilling aspirations. This can make for lumpy and complex cash flows but in developing the modeller we’ve been able to incorporate the most important features you asked for.
The streamlined online version will be something you can use in your own time to create a vision of the future. This then extends to the more comprehensive version which is best utilised in a meeting with you to explore scenarios in more detail.
Over the years we’ve observed that sometimes the busier and more successful people become, the more their responsibilities and priorities grow until it’s not clear whether their wealth is sustainable in the long term. Conversely, a lack of perspective on what’s affordable often holds people back from deploying wealth towards the more important things in their lives until it’s too late.
Sovereignty gives perspective with the aim to provide clarity and confidence to help you make smart decisions. Decisions, which with our help, will optimise your wealth.
Disclosure Statement: This communication has been approved and issued by Sovereign Wealth Partners Pty Ltd ABN 18 607 071 367 Corporate Authorised Representative (No. 001233909) of Bennelong Wealth Partners Pty Ltd ABN 44 164 127 833, AFSL 456235.
General Advice Warning: Any advice included in this article and associated links is general in nature and does not take into account your objectives, financial situation or needs. If a product we recommend has a Product Disclosure Statement (PDS), you should read it before making a decision. Past performance is not a reliable indicator of future performance. We do not endorse any information from research providers that we provide to you, unless we specifically say so.