To arrange a call at a convenient time for you, chose this option. We will call you then.

This is the first meeting you have with a SentinelWealth adviser. The purpose is to understand your concerns, determine whether we can assist and agree the next steps.

There's no point in doing a financial plan unless you know what life you want. You and your adviser will explore the past to understand the present and contemplate the future to design your ideal life vision.

The Strategic Pathways meeting is the second meeting in our planning process. This is where the vision for your life is translated in cash flows and various scenarios tested.

After all the thinking and modelling it is time to produce the action plan.

This meeting is where we review the previous year and plan for the next.

For existing clients who want to meet in addition to the standard meeting cycle. Please provide your adviser with the topics you would like to discuss.