Only take risk you need to take.

Financial planning and investing is ultimately about producing the cash flow required at the time it is required. We calculate the required return and risk to achieve this objective and create strategies to do so whilst taking the least possible risk. There is no logic to taking more risk than needed.

Our Services

Our process is designed to first uncover our clients conscious areas of financial distraction, then the areas which aren’t obvious, scope the work/services which will resolve them and after approval, go ahead and solve them. Within a short time these concerns are resolved.

Click on the links below to view more information on each of our specialised service.

Estate Planning

Do my existing estate arrangements fulfil my wishes in the optimal manner?

Insurance Advice

What is required to reduce and manage my risk exposure?

Intelligent Investor Framework

How should the portfolio be invested to achieve my objectives?

Advisor Match™

Successful people in any sphere of life surround themselves with quality advice.

Visioning

What do I want for my future, where are am I now and what obstacles need to be overcome to ensure success?

WealthScan™

How financially ‘healthy’ am I and what aspects need to be addressed?

Money and Meaning

If we understood the true role of money in our lives, writes philosopher Jacob Needleman, we would not think simply in terms of spending it or saving it. Money exerts a deep emotional influence on who we are and what we tell ourselves we can never have. Our long unwillingness to understand the emotional and spiritual effects of money on us is at the heart of why we have come to know the price of everything, and the value of nothing.

Feeling Trapped

Viktor Frankl, born in 1905, was a neurologist and psychiatrist as well as a Holocaust survivor. His best-selling book Man’s Search for Meaning chronicles his experiences as a concentration camp inmate and describes his psycho-therapeutic method of finding meaning in all forms of existence, even the most sordid ones, and thus a reason to continue living.

Whilst the lives of many people may look great on the outside, for all their financial success they feel purposeless and unfulfilled. They spend great energy pursuing material goals, and sometimes feel trapped in jobs, relationships or lifestyles, even though they yearn for a different way of life. Many are intelligent, self-aware individuals but all too often their wish for change is immobilised by the relentless pressures of the material world. A devotion to a frantic, endlessly busy life conceals their relationship with money.

It’s a world of quiet desperation.

A Small Contribution

In his book A Richer Life (2006) Justin Hooper wrote: “I’m vitally concerned with the way many of today’s corporations have lost their way ethically and have a negative impact on the environment and society as a whole. I see this as a short-term earnings focus…and this drives management decisions and actions.

“…when today’s leaders start taking a more values-based, longer term view of their own finances, they are far more likely to do the same with the way they manage the corporations which have such an impact on our world at large.”

By providing a simple but effective process for bringing together money and meaning for people of influence, we believe that our contribution will have far greater positive consequences than the obvious.

Download Chapter 5 or contact SentinelWealth to order a full copy of A Richer Life.

Integration

We believe that the ‘interior’ of money (i.e. the way you relate to money) is as important as the ‘exterior’ of money (i.e. the mechanics of money).

As a result we have developed a seamless approach to lead clients to solutions which will not only be strategically sound but will also feel more comfortable and will therefore be more sustainable.

By integrating interior and exterior aspects of money, and evaluating alternative courses of action, your plan will not only be about accumulating and managing money. You will effectively turn money into the enabler it should be and allow yourself to make conscious choices rather than financial transactions.

InteriorExterior
Future (Possibilities) Dreams
Deep motivators
Consciousness
Authentic goals
Retirement
Projections
Estate planning
Stated goals
Present (Practical) Authenticity
Clarity
Abundance
Awareness
Balance Sheet
Cash flow
Statements
Insurance
Past (Problem) Beliefs
Emotions
Stories
Sub-consciousness
Historical
Financial data
Tax returns

Scenario Planning

By integrating the mechanics of money with how you relate to money through a process of scenario planning, we help you to make conscious choices not only about your money, but about your life.

According to Viktor Frankl “Those prisoners who had the highest chance of survival were oriented to the future”. The interior and exterior aspects of money are integrated through the process of scenario planning. Scenario planning allows you to break free from the constraints of everyday ‘acceptable’ thinking and enjoy the non-threatening world of the future. They’re not about predicting the future but rather preparing for it.

Based on a clear understanding of beliefs and deep motivators, this is the process by which you choose your future. There are two ways to think about the future:

  • Passive — you let the future happen to you
  • Active — you select the future you want to happen and do
    everything you can to bring it about

At Sentinel Wealth, we’re all about active futures. We will show you the options for your future and together formulate strategies to make it come true.

We work through different scenarios, identifying potential obstacles to your plan and offering innovative solutions. By looking at these scenarios, we are able to contemplate uncertainty and realise that no matter what happens, we will be equiped to deal with it.

From the seemingly mundane to the profound, the process can move clients from financial pain to financial freedom.

This allows us to live more in the present.

Specialisation + Research

We continually aim to be specialists rather than generalists – To be experts in providing solutions for specific groups of people.

By conducting research into different demographics, we’re able to identify unique areas of pain around money and tailor solutions to address their needs.

Our current research project is outlined below:

“Prime of Life” Research

Did you know 40-59 year old men are the least satisfied and most anxious among all the age groups?

How can this be? Surely we should all be living the dream…

SentinelWealth is conducting research into the experiences, aspirations and challenges of 45-59 year old males so that we can assess how best to support this group achieving their “best life”.

We need your help

We are running regular research groups and are currently looking for more participants to help us with this important research.

Suitable participants will be in or close to this age group and or have relevant experience and insight.

What’s in it for you?

In return you will receive –

  • A simple meal and refreshments
  • A chance to meet some interesting guys
  • Your choice of “Life Planning For You” by George Kinder or a personal WealthScan assessment.
  • A report that will be the outcome of this discussion, which will be led by a qualified professional.

Proposed Agenda
Refreshments and introductions – 30 mins
Guided discussion – 1hr 15mins
Wrap up – 15 mins.

Please note that no personal information will be sought.

Interested?

Thank you. Please register at http://sentinelwealth.com.au/event/research-forum or contact us on 02 8908 5300 for more information.

We look forward to hearing from you.

How can we help?

Call us for a chat about your requirements.