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Sentinel Wealth Management

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56 Pitt Street, Level 24
Sydney, 2000
02 8908 5300

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March 2018

Research Forum

March 1 @ 12:30 pm - 2:00 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…

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Investment Seminar 14th March

March 14 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 30 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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Research Forum

March 14 @ 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 »

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 25 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 »

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 30 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 »

Investment Seminar 16th March

March 16 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 30 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 »

Investment Seminar 21st March

March 21 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 29 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 »

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 30 spots left

Many of our clients are confident international travellers. But that 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. As you know we have a “no persuasion” policy here at SentinelWealth, so there will be no obligation upon you of any kind. However in…

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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 30 spots left

Many of our clients are confident international travellers. But that 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. As you know we have a “no persuasion” policy here at SentinelWealth, so there will be no obligation upon you of any kind. However…

Find out more »

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 30 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 »

Investment Seminar 22nd March Evening

March 22 @ 5:30 pm - 7:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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 »

Investment Seminar 23rd March

March 23 @ 10:30 am - 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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
+ Google Map
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 »

Philanthropy – Choices for fulfilling wishes and maximizing your generosity

March 29 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 28 spots left

Researches have coined the "compassionate instinct" which might help explain most people's desire to voluntarily donate their "time, talent or treasure". It's a beautiful thing so it is our view that you should be entirely conscious about the why, what and how to enhance the outcome for everyone. We will be discussing considerations for you to maximise personal fulfillment as well as provide information in respect of the 'mechanics' - choices, tax, succession and costs. Presenter: Gavin Fineff

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April 2018

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 »

Retirement funding – downsize vs equity release

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

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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May 2018

Centrelink, the family home and moving to Aged Care

May 31 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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Free 29 spots left

Additional income provided by Centrelink is often critical to the maintenance of a lifestyle of choice. But how the family home should be utilized as an asset and the impact on Centrelink benefits can be complicated and confusing. The session will deal with the principles and methods to provide optimal outcomes to people in this situation. You will understand how to optimise your cash flow and assets and compare alternative strategies. Presenter: Adam Faulkner

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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
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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…

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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
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Free 29 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…

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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
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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

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September 2018

How to Invest Your Cash More Effectively

September 27 @ 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
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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

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