Wealth Creation & Investing
Invest today for the life you want tomorrow. Drawing on our extensive and systematic research, we offer a range of services tailored to your specific needs.
When money realises that it’s in good hands, it wants to stay there and grow.
A disciplined wealth creation strategy is flexible enough to deal with life’s ongoing surprises, but will optimise your financial resources. Otherwise, poor financial outcomes are a likely consequence.
The amount of wealth you can accumulate will depend on the answers to a number of important questions, including:
- How soon can you begin?
- How much can you save?
- What is your mix of investments?
- What amount of tax will you pay?
We are experts in a vast range of investment options, from direct equities, exchange traded funds and managed funds, to investment bonds, property, cash and fixed interest. Depending on your situation, we tailor a strategy using a range of these options that best suits you.
From there, we stay with you through each step of life’s stages, and help you and your family approach every financial and investment challenge.
Wealth Creation
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Open Hours
Monday to Friday
8:00am to 5:00pm
Closed Public Holidays
Sentinel Wealth Unit Trust T/As Plus 1 Wealth Advisors (ABN:11 408 695 672) is an Authorised Representative of Sentinel Wealth Managers Pty Ltd
(ABN: 73 108 328 294) AFS Licence 322211 | Financial Services Guide