Sentinel Advisory
981 North Road, Murrumbeena, Victoria 3163
About the Business
Welcome to Sentinel Advisory, a boutique business and financial advisory firm located in Murrumbeena, Australia. As a trusted establishment in the accounting and finance industry, we are dedicated to delivering sophisticated and tailored services to our clients.
At Sentinel Advisory, we believe in pro-active and close involvement with our clients, ensuring that we bring high-quality wealth solutions to families in the most affordable, cost-effective, and transparent way possible. Our goal is to provide you with the guidance and support you need to achieve your financial goals.
One of the exciting developments at Sentinel Advisory is our upcoming Sentinel CRM app. This modern, cloud-based platform offers a highly-secured system where clients can manage their own financial and taxation matters. The app also enables seamless integration with their financial adviser, accountant, bookkeeper, and other service providers, making it easier than ever to stay on top of your finances.
Led by our director, who is a financial advisor of Clarity Financial Services Pty Ltd (AFSL No. 276771), we offer full financial advisory and wealth creation services for individuals and businesses. Our specialized services cater to ambitious people in business, and we are passionate about education, adaptability, and innovation.
Our investment service is designed to deliver a scalable, consistent, yet individualized client experience. With a dedicated investment manager, we aim to reduce the complexity and costs associated with traditional investment management. Our investment portfolio covers a wide range of options to suit your specific needs.
In addition to our financial advisory services, we pride ourselves on providing comprehensive business advice. We understand that your business needs timely and relevant advice, which is why we establish a one-on-one relationship with each of our clients. Our flexible and adaptable approach ensures that we help you get the best results for your business.
We have also developed innovative client-focused services in auditing and accounting. Our team is committed to staying ahead of the curve and using the latest technology to provide you with the most efficient and effective solutions.
For those looking to take control of their retirement savings, we offer specialized services in Self-Managed Superannuation Funds (SMSFs). SMSFs provide Australians with the opportunity to build up wealth for their retirement while enjoying significant tax advantages. However, managing an SMSF requires appropriate administration, management, advice, and accounting to ensure compliance with complex legislation and annual audit requirements. Our team of experts is here to guide you through the process and help you make the most of your SMSF.
At Sentinel Advisory, we are committed to delivering exceptional service and helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you in your financial journey.
Contacts
981 North Road, Murrumbeena, Victoria 3163, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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