Loading Events

← Back to Events

Sentinel Wealth Management

+ Google Map
56 Pitt Street, Level 24
Sydney, 2000
02 8908 5300

Upcoming Events

Events List Navigation

September 2017

Socially Responsible Investment

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

More and more investors wish to get good returns without supporting organisations which have a negative impact on society. However socially responsible investing is both very personal and can be confusing. In this session you will learn about the different methods of building a portfolio including the positive and negative filters and the use of various research organisations as well as how to apply these principles to other asset classes. Presenter: Justin Hooper  

Find out more »
October 2017

Common errors and considerations you must know about Wills

October 26 @ 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
+ Google Map
Free 30 spots left

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…

Find out more »
November 2017

Estate representation – Executor, Power of Attorney and Enduring Guardianship

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

Who you nominate to administer your wishes at death is a very important decision and we will discuss selection considerations and the executors function at death. However, the probability of experiencing mental incapacity ourselves or via a loved one is increasing dramatically. Therefore, the role of the POA and EG requires far more respect than historically given so it makes sense that we share a number of considerations for your own planning as well as awareness to help if ever…

Find out more »
February 2018

Family Wealth Transfer

February 22, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 spots left

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…

Find out more »
March 2018

Philanthropy – Choices for fulfilling wishes and maximizing your generosity

March 29, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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

Find out more »
April 2018

Retirement funding – downsize vs equity release

April 26, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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

Find out more »
May 2018

Centrelink, the family home and moving to Aged Care

May 31, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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

Find out more »
June 2018

Retirement Villages – Assisted or Independent

June 28, 2018 @ 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, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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, 2018 @ 12:00 pm - 1:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 spots left

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, 2018 @ 12:00 pm
Sentinel Wealth Management, 56 Pitt Street, Level 24
Sydney, 2000
+ Google Map
Free 30 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