Who

“SentinelWealth define “wealth” as a lot more than money.
Our clients know that our role is not only to provide optimal financial strategies, but also to help them incorporate their family, spirituality, creativity and community into their overall plan.”

    SentinelWealth is the culmination of many years of life and financial experience. The founders have many years of experience dealing with clients through a number of extreme market conditions and under both small independently licensed firms and large institutions.

    As the changes have occurred in the financial planning industry, so the founders evolved their own way of thinking about the way in which financial planning should be done.

    What you will find in the Team at SentinelWealth is not only a detailed technical background and understanding, not only a strong service culture, but also an intense desire to make the world a better place by transforming the role of money.

    “We set out to create a service that would surprise and empower our clients – a service that is wonderful value-for-money and would be competitive to anything in the world. Simply, we set out to create a service that one day would revolutionise the standard of personal financial advice and ultimately be a legacy for the team that created it.”

    In December 2004, with his partner Bob White, Justin founded SentinelWealth, the culmination of a long held dream. Together they bring a wealth of expertise and experience to the new company and an impressive background working for major institutions from AMP to reputable financial planning companies such as ipac Securities. They are joined by a dynamic team who work with robust diagnostic processes and sound industry knowledge, to create a compelling financial planning and management service.

    SentinelWealth is privately owned, completely free of any conflicts of interest, and has a wealth strategy team whose entire existence is based on its ability to help clients optimise their wealth.

    Sentinel Wealth plays an active role in study groups both in Australia and internationally. We frequently attend conferences and training in the USA and have established relationships with some of the most reputable planning and wealth management firms in the USA, New Zealand, the UK and South Africa.

    This provides us with access to a significant number of other thinkers and allows us to quickly gauge the best and most appropriate strategies at any time. More

    Highest on our list of concerns is the management of risk.

    As a result, we do not take discretionary mandates and at no time accept client investment funds into our bank account.

    Contact Sentinel Wealth to find out more about our services.

     

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    “Justin’s style of investing gives clients a high probability that they will end up in the top 25 per cent of investors without the stress.”

    The late Simon McDowall
    Business consultant & former MD of Goodman Fielder