May 16, 2023
If cash ain’t trash it’s elastic
Steve Thaxter- Senior Partner and Principal Adviser Sovereign Wealth Partners Investing can be a brutal game that confounds even the...
May 16, 2023
Federal Budget 2023 – What it means for (some) individuals
Chris Forrest- Senior Partner and Principal Adviser Sovereign Wealth Partners The budget headline was dominated by a projected surplus of...
Feb 23, 2023
Lets talk about risk profile - yet again
There’s an exercise called risk profiling that you do in one of your initial adviser meetings. It’s like a personality test on investment...
Feb 23, 2023
A beacon of light - the Levy report
The financial advice industry in Australia continues to shrink at an alarming rate as it grapples with the shake-up of the Hayne Royal...
Nov 9, 2022
… he's arrived!
Maximilian Gavin Mahlberg was born on 18 October 2022. Congratulations to Nina and Gavin on their brilliant news, it’s fabulous to hear...
Nov 8, 2022
Surviving Bear Markets
Stephen Thaxter Senior Partner, Sovereign Wealth Partners 2022 has turned out to be a nasty year for investors. Almost every asset class...
Nov 8, 2022
Traditional monetary theory makes a comeback
Chris Forrest Senior Partner Recently we participated in an update by Chris Watling of Longview Economics. What caught our attention was...
Oct 12, 2022
Incoming!
We wish our partner, Nina Kazmierczak, all the best on her fast-approaching due date. Nina has just gone on maternity leave but will be...
Oct 12, 2022
Many more to qualify for the Commonwealth Seniors Health Care Card
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners There’s an attractive gift for self-funded retirees hidden...
Sep 14, 2022
Retirement tips – from those already retired
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners Retiring is a big deal for anyone and one thing we’ve...
