Sovereign Advisors

Specialised financial advice that protects and grows your wealth

As a doctor running a medical practice, you face unique challenges – long hours, intense yet rewarding work and the constant pressure to achieve entrepreneurial success. When you’re so busy, it’s easy to miss out on what’s really important in life – spending time with family and friends and enjoying the rewards of your hard work.

As specialist advisors to medical professionals, Sovereign understands these universal challenges doctors face. We also know that you have unique circumstances and dreams for yourself and your family.

We take the time to understand you and your goals. We will work with you to create a tailored financial strategy and portfolio of investments to help you achieve them. With the right plan in place to protect and grow the wealth of your family and practice, you’ll have more time to spend on what really matters to you.

You Stay in control

Whether you’re setting up your practice, growing your practice or planning for business succession, our team also has the experience to guide through the business and investment decisions you will face along the way, so you stay organised and in control.

Sovereign has been a trusted financial adviser for doctors in private practice for decades. We think of client relationships as long-term partnerships, built on trust, with our advice both relevant and transparent. We also explain complex situations simply.

Get in touch with us today to create your blueprint for financial freedom and life-long security for your family.

Live More. Work Less

A good financial plan creates more than long-term wealth – it also gives you more time. Time to spend with your family, on your hobbies or creating life-long memories. Our role as a specialist financial adviser to doctors is to give you the financial control you need to successfully run your practice and have more time to spend on your other priorities in life.

At Sovereign, you have a wide breadth of services and specialists available under one roof – from financial advice to insurance and superannuation. This lets us create for you an integrated financial plan that simplifies wealth generation and saves you time. It allows you to turn your income into capital without spending anxious hours on investment decisions or administrative tasks like taxation.

Why Sovereign

We understand Doctors

From what our clients tell us the only constant in the career of a medical professional is an unwavering dedication to patient care. Everything else is in a constant state of flux – learning to run a practice, earning higher incomes, acquiring bigger homes and debts, more responsibilities and complexity. That’s why your financial strategy needs to evolve with you.

Advice on your Terms….

We understand your life

Making considered decisions early can ensure your high income is optimised throughout your career. Many of our medical professional clients benefit from advice on tax-effective ways to convert their income into growing capital, how to protect their family and assets, getting their practice ready for sale and managing their super so they can carry their current lifestyle into retirement.

We understand the shifting challenges you face as a medical professional – whether you’re commencing your practice, at your career peak or preparing for life after work. A tailored financial strategy that builds and protects your wealth takes time and planning. But the benefits can be significant and life changing – and Sovereign would be happy to help you.

Earning your Trust

Trust is earned, every day.

From what our clients tell us

Sovereign was established in 2016 and the culture it created from the start was putting clients first – this is what makes Sovereign unique.
We have been earning the trust of our clients and pride ourselves on our long-standing client relationships.

Your Journey

The Early Years

Whether you’re a recent fellow or already setting up your practice, the early stages of your career are an exciting time. The decisions you make now can make a big difference in the future. At this stage of your career, here are some of the Sovereign services which have helped doctors like you:

Your Growing Practice

Tax obligations go hand in hand with running a small business. While there’s the tax you should pay, many doctors who run their own practice pay more than they need to. This isn’t surprising, as finding the right strategy to minimise your tax bill can be complex and time-consuming

Moving into Retirement

Highly ambitious individuals don’t work one day and retire the next. However, your priorities will change as you move through career.

Specialist Advice – Medical professionals