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Sovereign Wealth Management

Address: Level 36, Riparian Plaza, 71 Eagle St, Brisbane, QLD, 4000
Phone number: (07) 3121....
Mobile number: 0400 47....
Fax number: (07) 3121....
Email: Click to view
URL: http://www.sovereignwealth.com.au
Year Established: 2008
Trading/Opening 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: ---  

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.
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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

Service tags

Direct Shares | Financial Advice | Investment | Life Insurance | Self Managed Super Funds

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