Real Value

Mutually rewarding relationship
Without our clients we have nothing. Your goals are our goals. We take time to clearly understand what’s important to you.

Right from the start we focus on you, your needs and how we will deliver value. Before engaging our services you will be presented with a proposal outlining the objectives of the project, where we understand you want value, what we will do and how, as well as all the proposed fees and costs.

You will find great value in having someone with technical and strategic knowledge who is completely on your side and seeking to establish a long-term win/win relationship.

Improved focus
Our clients have a much clearer focus on what they need to achieve because through our process they become clear on the ‘why?’ They have a very specific purpose and find that the burden of having to constantly worry about money has been lifted.

In addition both you and we will be clear on exactly what our respective deliverables are.

Better investment returns and lower risk
Optimising investment performance is essential to financial freedom. We are driven to squeeze the maximum return from your investment for the amount of risk you can tolerate. We continually search for more reliable ways to increase return or reduce risk.

The SentinelWealth Intelligent Investors Framework provides a probability-based approach to making investment decisions. We produce a process for you to use to both capture the rewarded risk and eliminate unnecessary costs and we help you to understand and control your investment emotions.

By following this approach you put yourself in a position to be in the top 25% of investors every year and make yourself a long-term successful investor.

Reduce the level of anxiety about financial decisions
You will be put in a position to make conscious choices rather than financial decisions. ‘Conscious’ means having a clear understanding of your money beliefs and how they impact your emotions around money, and being clear about what’s important in your life. ‘Choices’ relate to knowing that you have evaluated all possible alternatives.

Making ‘conscious choices’ eliminates any feelings of regret.

We often earn our fees more when we stop clients doing what they want to do. The mix of the media, financial services industry and human nature can at times create a formula for poor decision making. It’s your money but we are not afraid to provide clear unfettered advice.

A valuable sounding board
Your circumstances will change, the markets change and your strategic planning will need constant updating. At the same time, it’s great to have someone who has strong technical knowledge, knows your situation intimately and who has absolutely no conflicts of interest to be your sounding board.

Knowing that every decision you make has a sound logic and is congruent with your overall financial life plan is enormously comforting.

Through our process we will be able to answer the question how much is enough for you?

You will have the peace of mind that comes with knowing there’s a catastrophe plan in place for any eventuality.

Reduced Costs
A key part of our role is to represent our clients’ interests when dealing with outsourced providers. We are usually able to negotiate significantly reduced administration, funds management, legal and other fees. Coupled with the fact that we do not accept commissions generally results in our clients paying significantly less fees in total for these services.

By confirming your debt structure is optimised, checking your insurance and any other fees and costs being paid on your investments and superannuation, and constantly evaluating your spending pattern, we are able to provide you with the certainty that every dollar that you earn is being well used.

Implementation

For busy people knowing what to do is the first part of the solution, doing it is often another story completely.

By working with you to agree the strategies, tactics and tools to be used we are then able to implement these in a timely and efficient manner.