Where did that year go? It only seems like yesterday that we left Macquarie to establish our ‘start-up’, Sovereign Wealth Partners.
We certainly don’t feel like a start-up venture due to our years of experience, but we have consciously embarked on our exciting journey with a start-up mindset. One of approaching wealth advice with the fresh eyes and clever ideas necessary in today’s fast moving age.
We are extremely grateful for the fantastic support shown by many of our existing clients who followed us from Macquarie. Also to our new clients for placing their trust in us during our first year. Of course, there are many other supporters who have enabled us to prosper – not the least being our families and the Bennelong/Bangarra group. Together we’re very excited about the future.
For those clients of ours who remain with Macquarie Private Wealth, we miss working with you and hope that when the time is right you might explore with us how we may be of help.
The Team of Sovereign Wealth Partners