Past Events
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Aged Care – Preparing for Choice and Control
For some, ageing is difficult enough without having the added complexity of the funding of aged care. It can be very expensive and the options confusing.
Find out more »Home Care – Independent Living and In-Home Services
Maintaining independence and therefore remaining at home as long as possible is a strong desire for most people requiring care. However costs can be exorbitant and may lead to a bigger issue later so getting In-Home Care at affordable costs is very important.
Find out more »Palliative Care
Full event details coming soon.
Find out more »Investing Sanely in an Insane World
How to benefit from the lessons from Zimbabwe over the last 30 years. David Coltart was a member of Robert Mugabe’s government and responsible for eliminating runaway inflation and introducing some very innovative policies. He will be talking about what it was like living through that time and what investments would have been best.
Find out more »Common errors and considerations you must know about Wills
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 »Webinar: Don’t make your Will your last mistake
Due to popular demand we are running our recent seminar again as an online presentation. What you leave behind, your legacy, depends upon what is written in your Will. How will people remember you? How will your wishes be fulfilled? The subject of Wills is a delicate one, yet if you don't leave a Will, you leave great problems behind. But the right Will, the one that leaves a lasting, loving legacy can give you certainty and security, for you,…
Find out more »Family Wealth Transfer
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 »Research Forum
If you're a man aged 45-59, we want to know what you think, about... - The future - What success means - The problems of today - Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…
Find out more »Private event for Norths Rugby: Tackling Money
The season is nearly here and it's time to make sure you are ready off the field as well as on it. Getting FINANCIALLY FIT was the first and the next in the series will cover two topics: The rules and how to play the game You will learn how financial markets work, the consequences of getting things wrong and the roles of different players. Earn the right to attack Here we’ll teach you how to create a foundation, cater…
Find out more »Investment Seminar 15th March
"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…
Find out more »Investment Seminar 15th March Evening
"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…
Find out more »Families preparing for a GAP year
Are you thinking of taking a Gap Year? There’s a trend for families to consider taking a Gap Year holiday between the end of Primary School and the first year of High School. For some it could be a camping trip around Australia, for others it could be a major overseas holiday. But what are the barriers that get in the way? How do we plan these events? What are the concerns and issues that need answering? We would love…
Find out more »Top Travel Tips From The Experts
In our recent client survey, 76% of our clients indicated that they intended travelling in the near future. Although we know that many of our clients are confident international travellers, we thought that it doesn’t mean they know all of the tricks that a travel agent knows. To help you with your future travels we’ve asked a long-time client, Platinum Travel to give a wide-ranging “inside look” at the secrets of buying, booking and enjoying your international travels. In around 45…
Find out more »Top Travel Tips From The Experts
In our recent client survey, 76% of our clients indicated that they intended travelling in the near future. Although we know that many of our clients are confident international travellers, we thought that it doesn’t mean they know all of the tricks that a travel agent knows. To help you with your future travels we’ve asked a long-time client, Platinum Travel to give a wide-ranging “inside look” at the secrets of buying, booking and enjoying your international travels. In around 45…
Find out more »Investment Seminar 22nd March
"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…
Find out more »Investment Seminar 22nd March Evening
"May you live in interesting times" Confucius There is no doubt we are living in historic times from an investment perspective. Never have we seen such debt, interest rates at these levels and market disruption. But how does this affect investing especially at a time where asset prices in many sectors are highly inflated? Since the GFC, SentinelWealth has been developing and using an investment methodology to ensure that our clients' portfolios are robust. Improvements are on the way and…
Find out more »Research Forum
If you're a man aged 45-59, we want to know what you think, about... - The future - What success means - The problems of today - Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…
Find out more »Private event for Norths Rugby: Tackling Money
The season is nearly here and it's time to make sure you are ready off the field as well as on it. Getting FINANCIALLY FIT was the first and the next in the series will cover two topics: The rules and how to play the game You will learn how financial markets work, the consequences of getting things wrong and the roles of different players. Earn the right to attack Here we’ll teach you how to create a foundation, cater…
Find out more »Research Forum
If you're a man aged 45-59, we want to know what you think, about... - The future - What success means - The problems of today - Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…
Find out more »Retirement funding – downsize vs equity release
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 »Private Event for Norths Rugby: Tackling Money 3.0
You will learn about accumulating assets, investing, how to use debt and the common mistakes that can cost a fortune. The specific topics are: - How to score points - The difference between good players and the greats
Find out more »Centrelink, the family home and moving to Aged Care
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 »Research Forum
If you're a man aged 45-59, we want to know what you think, about... - The future - What success means - The problems of today - Relationships and whatever you have on your mind We don't want any personal information, we just want your opinions, undiluted. Because we have found that many men of your age aren't as happy or fulfilled as they should be and we want to know what could be the reasons for that. In return…
Find out more »Webinar: Retirement Villages – assisted, or independent?
Without regular research and time spent planning for the transition to aged care, for you or a family member, its arrival can be fraught with stress. As a large percentage of the population moves towards their retirement years, there is a greater need for facilities that provide a range of support services for older Australians. Retirement villages are a popular destination, but how should you evaluate the sort of option that will suit your, or your loved ones’, needs? Join Adam…
Find out more »