Our Workshops
SentinelWealth has designed a range of specialised workshops aimed at providing participants with a unique set of tools, processes and framework for understanding their relationship with money, making conscious financial choices, managing and building wealth and fulfilling legacy aspirations.
Click on the workshop link to download further information:
Foundation
Most money decisions are made on the run. They’re often speculative and based on very little knowledge or understanding of what they’re really trying to achieve.
Strategic Pathways
Providing methodology for individuals to consider their future possibilities and develop scenarios using cash flow models.
Intelligent Investors
"The average investor costs themselves up to 7% per annum." We show you how to develop a structured, targeted framework to help you maximise returns and avoid unrewarded risk.
Legacy Aspirations
60% of people don’t have a will let alone a comprehensive legacy plan. We provide you with a step by step approach to help you achieve your legacy aspirations.
The Meaning of Money
Over 70% of people identify money as the number one stressor in their lives, above areas like work, health and children. Providing an innovative approach to helping attendees resolve their attitudes to money, this workshop combines experiential therapy with nuts-and-bolts financial planning.
SentinelWealth has also developed a workshop series designed for Financial Advisers who are looking to offer their clients more than basic financial planning, who are looking to provide real service and engage their clients on a deeper level.
The Hidden Client (for Financial Advisers)
How to help the client uncover and understand their relationship with money, as well as what they really want out of their lives.