Financial Planning is about way more than just money. We specialise in Life Planning which is the human side of financial planning.
I will help you:
- Uncover your money beliefs and determine which are limiting and which are empowering you.
- Determine your deep motivators. These are the themes of your life you need to address and achieve in order to really feel happy and fulfilled.
- Develop your life vision - What the life you really want to live, looks like.
- Only then will we discuss your money.
- We will develop detailed cash flow scenarios to determine the most appropriate cash flow to facilitate your life vision.
- Your financial plan will then be developed to achieve this life vision.
This process ensures you are fully engaged with your money. Your goals really mean a lot to you on a depper level, they are not just superficial goals.
We are 100% fee based and will provide a quote based on the amount of work and time required to complete a clients project. Our initial discussion is free.
My wife and I recently completed the financial advice and planning process with Devan from Sentinel Wealth and we rave about it to all our friends. Their approach to start with your deep motivators and life aspirations first, and then design a financial plan around achieving that, meant that whatever strategy we formulated had strong alignment to our “why.” It was a top-down person-centred approach that really resonated with us. Devan is an excellent financial advisor. He is highly capable yes but what made the process special was that he listened and sought to understand first. He is patient, empathetic and was able to provide clarity and uncover areas of common ground we didn’t think existed. My wife and I are (for the first time!) on the same page with our finances and we couldn’t be happier with Devan and his advice.
Devan, always seems to have the time to listen an truly digest your questions, his broad way of taking in information is the key to his delivery of well thought through advice to his client. Robert O'Connor
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Ikigai Wealth45 Evans St
Balmain, NSW 2041
Synchron Advice Pty Ltd