EXCITING NEWS!

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 Financial Services and Insight Private Wealth to create a new single financial advice firm, Esencia Wealth.

Bringing together complementary skills, our desire is to evolve our service to meet the needs of our clients and their families, not only now but in the years to come. As investment markets and technology evolve, so must we.

Together we will have more than 100 years of experience and knowledge. Our combined expertise and resources will enable us to tackle challenges and seize opportunities in ways we never could alone. Together, we wish to continue and improve how we assist our clients make smarter, stronger, life-changing decisions with their wealth.

For those of you who are curious about the name, Esencia – it means essence, essential, substance, core and heart. We believe all of these have a very strong connection with ‘why we do what we do’ and what excellent financial advice should be to you!

 

Below are answers to some questions which may be top of mind:

1. Will the service and advice you’re currently receive change? No. We’ll keep advising you and looking after you as we always have. In time though, we want to improve our service and advice.

 

2. Will you continue to deal with the same people that you usually deal with at Sovereign Wealth Partners? Absolutely. The entire Sovereign team are continuing in the new company.

 

3. What about your fees, are they changing? No, your existing arrangements will remain in place. Like all businesses, over time we will continue to monitor the impact of inflation and regulatory levies on our cost base.

 

4. Will our investments or portfolio need to change? No. Other than the normal changes you may expect from us during our regular portfolio reviews or something which may stand out from time to time.

 

5. What will change? Along with our new name will come:

· a new brand

· a new website esenciawealth.com.au

· new email addresses:

  • jeffreyw@esenciawealth.com.au
  • chrisf@esenciawealth.com.au
  • ninak@esenciawealth.com.au
  • katea@esenciawealth.com.au

· a new office – since all three companies are in the Sydney CBD, we are bringing together the collective team into larger offices not far from 20 Bond Street.

We will be on:

Suite 21.02, Level 21, Governor Phillip Tower

One Farrer Place, Sydney NSW 2000

This will also be our future mailing address.

· a new office contact number- (02) 9188 2903

· Australian Financial Services Licence (AFSL) You may note on some paperwork that your adviser will change to be a representative of “Esencia Wealth Pty Ltd” which is simply a result of the rebranding of the business. We will be moving to the AFSL of one of our merger partners which will be known as “Esencia Wealth Partners”.

 

6. Who should I contact if I have questions or concerns? Feel free to contact your primary adviser directly.

 

In a sector known for its opportunism, we pride ourselves on providing long-term professional financial advice with integrity. We understand that true financial success isn’t about short-term gains – it’s about making smarter, more strategic and sustainable financial decisions, to enable our clients to focus on living the life they desire. We will continue this pursuit as Esencia Wealth.

Over time we wish to enhance our current expertise and explore additional services which fulfill our ambition of ‘financial advice for life’. Be that lending and mortgage broking services; aged care advice; cross-generational wealth advisory (i.e. boomers to zoomers); and financial advice for women by women.

 

Finally, we sincerely thank you for supporting Sovereign Wealth Partners over the last nine years. We look forward to this continuing for many years to come.

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