Tracey the business owner who sold to a bigger entity and now wants to either get out or buy more
A 45 year old fund manager with 3 children, Tracey would admit that to some extent she has had her fair share of luck.
Nigel the fund manager who wants ‘the good life’ and believes ‘you can never have enough money or status’
/in Case Studies /by capadminA 45 year old fund manager with 3 children, Nigel would admit that to some extent he has had his fair share of luck.
Paul the finance executive who thinks he’ll never create enough wealth as an employee
/in Case Studies /by capadminWhen Paul and Sophie first came to us, they had some fairly common concerns.
Peter a partner of a large professional services firm, can’t stand the politics of change in management
/in Case Studies /by capadminThe old management of the firm has now been replaced and Peter is not keen to ‘start the politics all over again’.
Cameron the lawyer who loves triathlons and is “not prepared to sacrifice his life for money”
/in Case Studies /by capadminAfter changing careers and requalifying as a lawyer, Cameron joined a large firm.
Steve the Banker who’s bored with his current role and wants a new challenge
/in Case Studies /by capadminSteve works for a bank in their investment banking division and is a property specialist.
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