Sovereign Wealth Management

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You are here: Home > Finance and Insurance > Financial Planning Services > QLD: Brisbane > Brisbane > Sovereign Wealth Management

Sovereign Wealth Management  

Address: Level 36, Riparian Plaza, 71 Eagle St, Brisbane, QLD, 4000

Phone number: (07) 31213217

Fax number: (07) 31213030

Mobile Number: 0400 478 463

URL: http://www.sovereignwealth.com.au

Year Established: 2008

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About

Sovereign Wealth Management provides expert advice and wealth solutions to professionals and small business owners. Our primary aim is to ensure our clients achieve their financial and lifestyle goals. This is our passion and how we measure our success.

We understand the needs of professionals, executives and small business owners. We know and understand our clients personal situation in detail and provide them with a high level of tailored, personalised service.

We see our role as that of a personal wealth manager, one who has a detailed understanding of your personal situation with the expertise to guide you through all the financial and investment decisions you need to make.

We work in with your busy schedule, are centrally located in the Brisbane CBD for your convenience, and take as much work out of your hands as possible to save you time. While you focus on your career, your lifestyle and your family - we'll focus on ensuring your financial and lifestyle goals are being achieved.
(more)

Specialties

Strategic Financial Advice
Self Managed Superannuation
Investment Strategies
Professionally Managed Direct Share Portfolios
Wealth Protection Strategies (Life, TPD, Critical Illness, Income Protection)
Wealth Management
Superannuation

trading hours

Mon: 9:00am - 6:00pm

Tue: 9:00am - 6:00pm

Wed: 9:00am - 6:00pm

Thu: 9:00am - 6:00pm

Fri: 9:00am - 6:00pm

Sat: ---

Sun: ---

Public Hols: ---

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