Loading Events
Find Events

Event Views Navigation

Upcoming Events

Events List Navigation

June 2018

Retirement Villages – Assisted or Independent

June 28 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 spots left

The aging population in Australia is demanding a more diverse range of living options for those over 55. Having options is great, but to relocate at any stage of life is a complex decision from both lifestyle and financial perspectives. The considerations around Independent and Assisted living simply adds another layer of detail that can be daunting. In this session we will provide an overview of the market, the options and the trends in retirement living you should be aware…

Find out more »
July 2018

Financial planning for US citizens in Australia

July 26 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 28 spots left

Whether you're a new resident to Australia or been here for many years, this presentation provides an overview of key questions you must have answered. What are the U.S. tax reporting obligations? Do I really need to report back? What if I haven't been reporting? How are my super assets treated? How is my home treated? Can I bring my 401k/IRA to Australia? Where can I go for help? These answers will be discussed in the context of improving your…

Find out more »
August 2018

Making debt work for you

August 30 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free

Debt is an important tool in the accumulation of wealth. This has been particularly true over the last eight years when interest rates have been at their lowest levels in history. However as it is able to get up the accumulation of wealth, it is also able to get up risk and losses. In this session, you will be exposed to the different forms of debt and how to use it safely. Presenter: Justin Hooper

Find out more »
September 2018

How to Invest Your Cash More Effectively

September 27 @ 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 29 spots left

With interest rates at record lows and unlikely to change significantly in the next few years, investing cash in the most optimal way has become paramount to any portfolio. In this session, you will gain an understanding of how to construct a portfolio of defensive assets to maximize your return whilst controlling all risk. You will also be exposed to a number of new products providing liquidity and higher interest-rates with little increase in risk. Presenter: Justin Hooper

Find out more »
+ Export Events