Free Online Financial Projector
With Sovereignty, YOU create your Grand Plan
Sovereignty is a free online calculator designed to help you assess the myriad of lifestyle choices, spending and trade-offs that may be feasible with the wealth you command.
Sovereignty gives you clarity and empowerment. Translate your wealth into a sustainable lifestyle. Embrace your values in a fulfilling and successful life. Strike the right balance between everything and everyone that's important to you.
The calculator uses generic return assumptions for your investment wealth. It doesn't give advice on the specific investments you hold nor predict their performance. For a specific assessment of your individual investments, it is recommended that you take advice from a licensed financial adviser. Sovereign Wealth Partners may be the ideal adviser for you.
Video Explainers - we recommend you watch them all!
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Two Fun Case Studies
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Why we built it
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Looking for Inspiration?
How to Find Purpose in Your Life
Dr Robert Quinn explains the benefits of finding your purpose and living a purpose-driven life. Reflect your own particular purpose in your Sovereignty.
Rethinking Positive Thinking
Gabriele Oettingen, Professor of Psychology at New York University and the University of Hamburg discusses how to increase your chances of achieving your goals. As you complete your Sovereignty, set the bar as high as you can to achieve all that's important to you.
Assess the impact of life events and estimate your spending to meet your wealth goals.
Your Sovereignty report
Once you have built your Grand Plan with Sovereignty, we will email you your Sovereignty report. Your Sovereignty report puts your Grand Plan into the context of your overall wealth management.
To view the sample Sovereignty reports from our video case study, click the icons below. Remember these are fictitious characters, you may find your ideal lifestyle sits somewhere in the middle.
This calculator may be suitable if you:
are an Australian resident for tax purposes
are aged between 40 and 80
have good financial literacy and numeracy
have adequate cash flow and liquidity in your investments
are unlikely to suffer financial hardship in the future
have moderate or no borrowings against your investments.