Money and meaning are both important
Some believe that money leads to happiness; others that only spirituality is important. Both will have a crisis at some point. Money is necessary but not important.
Our Vision
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 privately owned 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.
“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.”
Our Journey
In December 2004, with his partner Bob White, Justin Hooper 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.
SentinelWealth 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. 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.
The Advisory Team
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.
Justin Hooper
MD, Financial Strategist, Speaker, Author
Over the past 30 years, Justin has advised over 2000 clients most of whom are financially successful. Through his non-judgmental, caring approach, he has been able to make a significant difference to most regardless of their situation.
Jon James
Senior Financial Planner
Following his decision to enter the wealth management field, Jon qualified as a Financial Planner and joined Sentinel Wealth, with a desire to capitalise on his business and financial expertise and to get back to his passion, which is working with clients to develop financial solutions to their needs.
Warren Dunne
Senior Financial Planner
Warren joined SW having spent 25 years in the banking and wealth management sectors. His expertise in implementing highly complex technical solutions for business is matched by his determination to truly understand the nature and needs of his individual clients.
Mike Miller
Financial Planner
Mike plays a strategic role, creating the technical preparation that underpins our strategic positions.
He has a thorough grounding in unconscious spending, habit change and what-if simulations - all aimed at removing the cash flow concerns for our clients.