Who We Are
The SentinelWealth Story
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.
Managing Director,
In December 2004, with his partner Bob White, Justin 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 company’s 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.
“We set out to create a service that would surprise and empower our clients – a service that was 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.”
Their long held passion to offer a meaningful approach to wealth management culminated in the creation of a powerful integrated financial planning and management process called The Seantos Process™. This 6 step life-focussed process is specifically designed to assist clients to set themselves up for a future of quality, rather than ad hoc financial decisions - to help them precisely determine their personal, professional and family objectives.
By clarifying their values, organising their finances and optimising their investments around those values, clients are suddenly able to either see that they’re on track, or manoeuvre their situation until it is on track. This brings about the peace of mind and confidence to become active in areas of their life that previously seemed more like pipe dreams than achievable goals.
When individuals start operating from that sort of a platform, they’re building meaning into their lives and those of everyone around them. They’re building true wealth and the life they really want!
SentinelWealth define “wealth” as a lot more than money. Our clients know that our role is not only to provide optimal financial strategies, but also to help our clients incorporate their family, spirituality, creativity and community into their overall plan.
“We are proud of the value we provide, but we will never be complacent. There is nothing we recommend that we wouldn’t implement for ourselves. In fact it is a pre-requisite to be a member of the SentinelWealth team to have and be living your own financial life plan.”