About Us
At Sentier Financial Planning, we embark on a journey with you – a pathway to financial prosperity designed around your unique goals.
We understand that wealth accumulation is not just about numbers; it's about crafting personalised options for your financial goals.
Our name, "Sentier," meaning Pathway, encapsulates our commitment to guiding you through every twist and turn on your wealth journey.
Why Choose Sentier Financial Planning?
Personalised Approach
We take the time to delve into your individual needs, objectives, and current financial position. Your goals become our compass.
Holistic Understanding
Whether you're an individual looking to secure your future or a business owner aiming for financial milestones, we comprehensively grasp your unique circumstances.
Accessibility
No matter where you are on your pathway, we're there for you – available for in-person consultations in Perth or virtually, ensuring our services align with your convenience.
Our Passion: Nurturing Your Financial Success
At the heart of Sentier Financial Planning is a passion for empowering individuals and business owners to flourish financially. We thrive on the fulfillment of assisting our clients in navigating their wealth pathway, ensuring they are well-prepared for the next chapter of their lives.
Our Vision: Navigating Your Wealth Pathway
Sentier Financial Planning envisions a world where financial planning is a seamless journey, not a daunting task. We believe in building lasting relationships grounded in trust, transparency, and a shared commitment to your financial success.
Our Commitment to You:
Understanding Your Goals: We prioritise understanding your financial objectives, tailoring strategies that align with your dreams.
Dedicated Guidance: Our team is committed to providing dedicated guidance, ensuring you have a reliable partner on your wealth journey.
Flexible Solutions: Life is dynamic, and so are our financial plans. We offer flexible solutions that adapt to your evolving needs.
Choose Sentier Financial Planning – where your pathway to financial success begins. Let's navigate your wealth journey together.
Meet Andrew
The Driving Force Behind Sentier Financial Planning
As the visionary founder and driving force behind Sentier Financial Planning, Andrew Grace brings a wealth of experience and a heartfelt commitment to making a difference in both the financial planning landscape and the lives of the individuals and businesses he serves.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.
Andrew's Journey: A Passion for Financial Planning
Andrew has a remarkable career spanning over 30 years in the finance industry. He is passionate and dedicated to financial planning and making a positive impact on his clients' lives. For Andrew, it's not just about numbers on a balance sheet, but crafting meaningful financial pathways tailored to the unique goals of each client.
Balancing Work and Family Life
Based in Perth, Andrew finds inspiration in the vibrant city's natural beauty. He shares his life with his wife, three boys, and their newest addition – a lively Ridgeback puppy. Beyond the world of finance, Andrew cherishes family time and the great outdoors, often exploring the picturesque landscapes that Perth has to offer.
A Personal Connection to Your Journey
Andrew's commitment goes beyond professional expertise; he genuinely cares about the stories and goals that shape your financial journey. By choosing Sentier Financial Planning, you're not just getting a financial advisor – you're gaining a partner dedicated to understanding your unique position in life.
“Before meeting and discussing our retirement options with Andrew and Sentier, we were unsure if we had enough to retire, how our funds were invested, and the returns we were receiving on our funds. This can be quite a scary position to be in and we felt somewhat unsure and nervous about the future. Now we have a diverse portfolio linked to our risk profile and enough funds to live comfortably now we have retired. We enjoy our life without financial stress. Taking this burden away means so much to us and our family. Thank you, Andrew. “
Steve & Jacinta
Andrew's Promise to You
Passion-Driven Expertise
Andrew's passion for financial planning is the driving force behind Sentier Financial Planning, ensuring a personalised and dedicated approach to your financial success.
Experience You Can Trust
With a solid foundation in the finance industry, Andrew brings a wealth of knowledge to guide you through the intricacies of financial planning.
A Family Man at Heart
Andrew understands the importance of balancing financial goals with family priorities, providing insights that resonate with the diverse aspects of your life.
“At Sentier, we believe in taking the time to truly understand your needs, goals, and where you are on your wealth journey.”
— Andrew Grace