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...
Jul 17, 2020
Why growth stocks are whacking value stocks
A vexed question in the markets right now is that growth stocks are going through the roof while value stocks are going nowhere. ...
Jul 14, 2020
Sovereign Wealth Partners turns 5
Sovereign Wealth Partners officially was registered as a company on this day 5 years ago- 14th July 2015. We are extremely grateful for...
Jul 12, 2020
Portfolio value dropped significantly in July? Not all is as it appears…
The new financial year has begun and financial markets do appear to be somewhat disconnected from the realities of the post-COVID world,...
Jul 11, 2020
Do I still have enough??
As uncertainty over future asset values continues, Multinational consultant Capgemini estimates that the net worth of wealthy individuals...
Jul 11, 2020
The value of Advice- Superannuation Nominations
The value of obtaining financial advice is not necessarily all about the investment returns achieved on portfolios. The system of...
Jun 6, 2020
Negative Rates- What it really means
Last week there was some speculation surrounding Governor Lowe moving the official RBA Cash rate into negative territory. And before we...
May 8, 2020
End of financial year checklist – 2020
2020 is turning out to be the year we couldn’t plan for, and suddenly we find that we’re only 7 weeks away from the end of the financial...
May 6, 2020
Where to from here- Sell in May and go away?
There’s a somewhat worn out saying in finance that one ought to sell in May and go away. May is the month that’s historically delivered...
Apr 14, 2020
Australian Government Financial Support – what you need to know
The Australian Government has approved massive spending of $320 billion to support the economy during the COVID-19 shutdown. This...
