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March 2017

Super Changes: Take Control Of Your Future

March 15, 2017 @ 5:30 pm - 7:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

SentinelWealth is bringing you this first super seminar aimed at anyone who wants a quick rundown of how the rules will work, and direction as to what you need to do before 30 June 2017.

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April 2017

Aged Care – Preparing for Choice and Control

April 26, 2017 @ 10:30 am - 12:00 pm
|Recurring Event (See all)
Or 5.30 pm - 7.00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

For some, ageing is difficult enough without having the added complexity of the funding of aged care. It can be very expensive and the options confusing.

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May 2017

Home Care – Independent Living and In-Home Services

May 25, 2017 @ 11:30 am - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

Maintaining independence and therefore remaining at home as long as possible is a strong desire for most people requiring care. However costs can be exorbitant and may lead to a bigger issue later so getting In-Home Care at affordable costs is very important.

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June 2017

Palliative Care

June 22, 2017 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Full event details coming soon.

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August 2017

Investing Sanely in an Insane World

August 10, 2017 @ 12:30 pm - 2:30 pm
The Establishment Ballroom, Level 2, 252 George St
Sydney , NSW 2000 Australia
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Free 24 spots left

How to benefit from the lessons from Zimbabwe over the last 30 years. David Coltart was a member of Robert Mugabe’s government and responsible for eliminating runaway inflation and introducing some very innovative policies. He will be talking about what it was like living through that time and what investments would have been best.

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October 2017

Common errors and considerations you must know about Wills

October 26, 2017 @ 12:00 pm - 1:00 pm
|Recurring Event (See all)

An event every day that begins at 6:00pm, repeating indefinitely

Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

Statistics suggest that it is one thing to have a will but something entirely different to have a will that does what you intend. Due to topic sensitivity, many want it "simple" or avoid it all together which often causes additional costs, unfair provision of assets, loss of control, significant administration hurdles and family disputes. We will spend 45 minutes going through many of the common errors and considerations that we hope will help optimise estate planning for you and…

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November 2017

Webinar: Don’t make your Will your last mistake

November 16, 2017 @ 12:30 pm - 1:30 pm
Free

Due to popular demand we are running our recent seminar again as an online presentation. What you leave behind, your legacy, depends upon what is written in your Will. How will people remember you? How will your wishes be fulfilled? The subject of Wills is a delicate one, yet if you don't leave a Will, you leave great problems behind. But the right Will, the one that leaves a lasting, loving legacy can give you certainty and security, for you,…

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February 2018

Family Wealth Transfer

February 22 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

You've heard it before, "shirtsleeves to shirtsleeves in three generations". The challenges of transitioning wealth across family generations is reflected in the statistics - 70% of wealth transitions fail. This will be explored in the context of understanding some of the frustrations of the wealthy as well as a number of causes of wealth transfer failure. Most importantly, we will discuss the elements required to significantly improve the probability of wealth (and legacy) preservation beyond the third generation. Presenter: Gavin…

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March 2018

Research Forum

March 14 @ 12:30 pm - 2:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 7 spots left

If you're a man aged 45-59, we want to know what you think, about... -  The future -  What success means -  The problems of today -  Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…

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Private event for Norths Rugby: Tackling Money

March 14 @ 6:00 pm - 7:30 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

The season is nearly here and it's time to make sure you are ready off the field as well as on it. Getting FINANCIALLY FIT was the first and the next in the series will cover two topics: The rules and how to play the game You will learn how financial markets work, the consequences of getting things wrong and the roles of different players. Earn the right to attack Here we’ll teach you how to create a foundation, cater…

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Investment Seminar 15th March

March 15 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…

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Investment Seminar 15th March Evening

March 15 @ 5:30 pm - 7:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 18 spots left

"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…

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Families preparing for a GAP year

March 20
Norths Club, 12 Abbott Street
Cammeray, NSW 2062 Australia
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Free 90 spots left

Are you thinking of taking a Gap Year? There’s a trend for families to consider taking a Gap Year holiday between the end of Primary School and the first year of High School. For some it could be a camping trip around Australia, for others it could be a major overseas holiday. But what are the barriers that get in the way? How do we plan these events? What are the concerns and issues that need answering? We would love…

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Top Travel Tips From The Experts

March 21 @ 1:00 pm - 2:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 15 spots left

In our recent client survey, 76% of our clients indicated that they intended travelling in the near future. Although we know that many of our clients are confident international travellers, we thought that it doesn’t mean they know all of the tricks that a travel agent knows. To help you with your future travels we’ve asked a long-time client, Platinum Travel to give a wide-ranging “inside look” at the secrets of buying, booking and enjoying your international travels. In around 45…

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Top Travel Tips From The Experts

March 21 @ 5:30 pm - 6:30 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 16 spots left

In our recent client survey, 76% of our clients indicated that they intended travelling in the near future. Although we know that many of our clients are confident international travellers, we thought that it doesn’t mean they know all of the tricks that a travel agent knows. To help you with your future travels we’ve asked a long-time client, Platinum Travel to give a wide-ranging “inside look” at the secrets of buying, booking and enjoying your international travels. In around 45…

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Investment Seminar 22nd March

March 22 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free Sold out

"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…

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Investment Seminar 22nd March Evening

March 22 @ 5:30 pm - 7:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 10 spots left

"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…

Find out more »

Research Forum

March 28 @ 12:30 pm - 2:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

If you're a man aged 45-59, we want to know what you think, about... -  The future -  What success means -  The problems of today -  Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…

Find out more »
April 2018

Private event for Norths Rugby: Tackling Money

April 4 @ 6:00 pm - 7:00 pm
Free

The season is nearly here and it's time to make sure you are ready off the field as well as on it. Getting FINANCIALLY FIT was the first and the next in the series will cover two topics: The rules and how to play the game You will learn how financial markets work, the consequences of getting things wrong and the roles of different players. Earn the right to attack Here we’ll teach you how to create a foundation, cater…

Find out more »

Research Forum

April 12 @ 5:30 pm - 7:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 10 spots left

If you're a man aged 45-59, we want to know what you think, about... -  The future -  What success means -  The problems of today -  Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…

Find out more »
May 2018

Retirement funding – downsize vs equity release

May 3 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free

Having less than 20 times your annual expenses almost always results in a need for additional capital at some point. This session will evaluate the options including staying in your home and downsizing. You will not only understand the probability of needing extra capital, but also when it will be needed and all of the options of providing it. Presenter: Adam Faulkner

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Private Event for Norths Rugby: Tackling Money 3.0

May 16 @ 6:00 pm - 7:30 pm
Union Hotel, 271 Pacific Highway
North Sydney, NSW 2060 Australia
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Free 31 spots left

You will learn about accumulating assets, investing, how to use debt and the common mistakes that can cost a fortune.   The specific topics are: - How to score points - The difference between good players and the greats

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