It is quite common for dissatisfaction to creep into relationships where somebody is paying an expert for advice — whether the adviser is moving too fast or too slow, or the feeling that all contact will lead to some form of ‘sell’.
The transition to aged care comes with it a wide range of financial implications. Knowing in advance what the criteria are against which a person will be measured can help prepare for the future.
As the institutions move towards investment management, quality financial advisers will move more towards their clients.
The banking royal commission has resumed taking evidence recently. There is a lot to learn from what’s unfolding.
Sentinel Wealth Management Pty Ltd
ABN: 69 112 087 475
AFSL No. 336426
Phone: 02 8908 5300
Fax: 02 9285 0547
Email: info@sentinelwealth.com.au
Address:
Level 24, 56 Pitt Street,
Sydney, NSW 2000
Postal Address:
PO Box R683, Royal Exchange,
NSW 1225