EXCITING NEWS!

29 May

Bigger... better... best!   We’re very excited to share news on a project we have been working on for some time. In our endeavour to grow our capabilities, we have merged with two other like-minded advice firms, Advice Wise...[Read More]

Monthly performance- July 2023

14 August

Sovereign Wealth Partners and InvestSense Pty Ltd Market Commentary July was a relatively strong month across the board for markets with almost all asset classes having made gains. Leading the way was emerging market equities, returning +4.9%...[Read More]

Navigating Market Dynamics: A Shift Towards Company News

12 August

Steve Thaxter- Senior Partner and Principal Adviser Sovereign Wealth Partners   What drives stock markets the most?  The macro (economic news) or the micro (stock specific news)?  According to Goldman Sachs, since COVID hit us in...[Read More]

Moving loved ones into Aged Care- Is it time?

10 August

Sovereign Wealth Partners and Feedsy Exclusive     Caring for someone in an aged care home can be a challenging and emotional experience, but it’s important to remember that you still have an essential role to play in supporting...[Read More]

3 economists walk into a bar… a discuss on Bull, Bear and Neutral market scenarios

9 August

InvestSense Pty Ltd   As a part of our preparation for the Portfolio Construction conference next week, we sat down (virtually) with three independent economists to devise 3 strategies aligned into Bull, Bear and Neutral...[Read More]

Monthly performance- May 2023

14 June

Sovereign Wealth Partners and InvestSense Pty Ltd   Market Commentary In markets, May 2023 was the month that the AI theme really broke cover in markets. Nvidia’s blow-out result at the end of the month seemed to cement the notion that...[Read More]

EoFY 2023- Things you should remember

13 June

Nina Kazmierczak, Partner and Principal Adviser Sovereign Wealth Partners   June 30 is fast approaching, and we all know what that means. Yes, it’s tax time. Unfortunately, filing taxes can be a laborious, frustrating,...[Read More]

Is one portfolio rebalance a year enough?

12 June

Steve Thaxter, Senior Partner and Principal Adviser Sovereign Wealth Partners     Spoiler alert (and breathe a sigh of relief) – the research says yes, if we do it carefully enough!   Traditional portfolio theory...[Read More]

Federal Budget 2023 – What it means for (some) individuals

12 May

Chris Forrest- Senior Partner and Principal Adviser Sovereign Wealth Partners   The budget headline was dominated by a projected surplus of $4 billion thanks to record low unemployment and higher than expected commodity revenue despite...[Read More]

A timely reminder- scammers are everywhere

10 May

Nina Kazmierczak- Partner and Principal Adviser Sovereign Wealth Partners   Last week’s Budget allocated $58 million in funding to the Australian Competition and Consumer Commission (ACCC) to complete the setup of the National...[Read More]

Monthly Performance – February 2023

13 March

Sovereign Wealth Partners and InvestSense Pty Ltd   Market Commentary   Markets have increasingly acknowledged residual inflationary pressures in the US, which became apparent throughout February. This leads to the follow-on...[Read More]

Proposed $3m Superannuation Tax – the short story

10 March

  Stephen Thaxter, Senior Partner, Sovereign Wealth Partners The Federal Government is proposing an additional 15% tax on the income and growth of any individual’s total superannuation balance (including pensions) which exceeds...[Read More]

Monthly Performance – January 2023

13 February

Sovereign Wealth Partners and InvestSense Pty Ltd     Market Commentary   Buoyant markets returned throughout January with most major equity markets up 5-10% for the month. So far this year, the dominant (and very positive)...[Read More]

A beacon of light – the Levy Report

12 February

Stephen Thaxter, Senior Partner, Sovereign Wealth Partners    The financial advice industry in Australia continues to shrink at an alarming rate as it grapples with the shake-up of the Hayne Royal Commission and a raft of new...[Read More]

Let’s talk about that risk profile – yet again

11 February

Stephen Thaxter, Senior Partner, Sovereign Wealth Partners   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 risk, so the eventual portfolio we...[Read More]