Our Services
What sets us apart
At Sentier Financial Planning, we take pride in offering a diverse range of comprehensive financial services designed to empower you on your unique wealth pathway. Our commitment extends beyond conventional financial planning – we strive to create a personalised experience that understands, addresses, and nurtures your financial objectives.
A Pathway to Financial Excellence
Embark on a journey with us as we navigate the intricate landscape of your financial future. Our services encompass a holistic approach, covering everything from meticulous financial assessments to tailored strategies for wealth accumulation, retirement planning, and beyond.
Your financial goals become our mission, and our seasoned experts are here to guide you at every step.
Your Convenience, Our Priority
Recognising the importance of flexibility, we offer the convenience of both virtual and in-person meetings. Whether you prefer the comfort of your home or a face-to-face discussion, our adaptive approach ensures that you have access to our expertise on your terms. Your financial well-being should fit seamlessly into your lifestyle, and our diverse meeting options are a testament to that commitment.
Tailoring Solutions for Your Journey
We understand that financial goals vary, and we pride ourselves on delivering services that cater to the unique needs of both individuals and business owners. Whether you're on a personal quest for financial security or driving your wealth accumulation toward prosperity, our tailored solutions are crafted to align with your distinct objectives. Your pathway is exclusive to you, and so are our services.
At Sentier Financial Planning, we go beyond conventional financial services. We become your partners in navigating the complexities of wealth management, offering a roadmap that reflects your individuality and guides you towards financial excellence. Explore our services, and let's embark on your wealth journey together.
"Choosing Sentier Financial Planning for investment advice was a game-changer. Their in-depth market knowledge and tailored approach aligned perfectly with my financial goals. The diversified investment portfolio they recommended has not only protected my assets but has also yielded impressive returns. When you speak to someone like Andrew and get to benefit from his extensive and proven knowledge, you just know that you are on to something good. "
Matt
Our Services
Cashflow Advice
Involves analysing, budgeting, strategising, and implementing personalised solutions to optimise income and expenses, fostering financial stability and long-term planning.
Super and Retirement Advice
Strategic guidance on optimising superannuation contributions, investment choices, and planning for a secure and comfortable retirement, aligning with individual financial goals. Regularly revisiting and updating your plan as your life circumstances change.
Investment Advice
All investments come with risk, and past performance is not indicative of future results. It’s crucial to do you own research or consult with a financial professional before making any investment decisions.
Estate Planning
Estate planning, with a financial planner's expertise, encompasses the strategic arrangement of assets, wills, and trusts to ensure a smooth transfer and protection of wealth for future generations. Periodically reviewed and updated to reflect changes in personal circumstances, tax laws, and financial situations.
Wholesale Funding Options
A service advising businesses on accessing capital at favorable terms through institutional channels and optimising financial strategies for sustainable growth and success.
Personal/Risk Insurance
Comprehensive review to identify and evaluate an individual's insurance needs, ensuring adequate coverage for life, health, and potential risks
Self Managed Super Funds (SMSFs)
Guiding clients through Self Managed Super Funds (SMSF’s) by providing expertise in setup, investment strategy, compliance, and ongoing management, tailoring solutions to align with individual financial goals and retirement plans.