Paul the finance executive who thinks he’ll never create enough wealth as an employee
When Paul and Sophie first came to us, they had some fairly common concerns.
About capadmin
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Entries by capadmin
Peter a partner of a large professional services firm, can’t stand the politics of change in management
May 30, 2016 in Case Studies /by capadminThe old management of the firm has now been replaced and Peter is not keen to ‘start the politics all over again’.
Cameron the lawyer who loves triathlons and is “not prepared to sacrifice his life for money”
May 30, 2016 in Case Studies /by capadminAfter changing careers and requalifying as a lawyer, Cameron joined a large firm.
Estate Planning
May 30, 2016 in Our Services /by capadminDo my existing estate arrangements fulfil my wishes in the optimal manner?
Insurance Advice
May 30, 2016 in Our Services /by capadminWhat is required to reduce and manage my risk exposure?
Intelligent Investor Framework
May 30, 2016 in Our Services /by capadminHow should the portfolio be invested to achieve my objectives?
Advisor Match™
May 30, 2016 in Our Services /by capadminSuccessful people in any sphere of life surround themselves with quality advice.
Visioning
May 30, 2016 in Our Services /by capadminWhat do I want for my future, where are am I now and what obstacles need to be overcome to ensure success?
WealthScan™
May 30, 2016 in Our Services /by capadminHow financially ‘healthy’ am I and what aspects need to be addressed?
Gavin Fineff
May 30, 2016 in Team Members /by capadmin
Sentinel Wealth Management Pty Ltd
ABN: 69 112 087 475
AFSL No. 336426
Phone: 02 8908 5300
Fax: 02 9285 0547
Email: info@sentinelwealth.com.au
Address:
Level 24, 56 Pitt Street,
Sydney, NSW 2000
Postal Address:
PO Box R683, Royal Exchange,
NSW 1225