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Financial Services

Sentinel Wealth Partners
Address: 3106/485-501 Adelaide St, Brisbane City QLD
4000
Business Genre:
Short Business Description: Commission-free wealth coach/financial planner to help you build and protect your wealth.
Long Business Description:

Take control of your cash flow, superannuation and investments with Sentinel Wealth Partners.

Having the right wealth strategy is a lot like winning at the game of chess. As a key supporter of the social chess scene in Brisbane I live and breathe strategy on a daily basis, both in my financial planning work, and my personal life.

16 years’ experience (personal finance, capital markets, financial planning)
Results-focused advice
Commission-free adviser

I believe that anyone who’s serious about achieving financial freedom needs a plan and a method for getting there. Most successful people use coaches and professional advisers to grow their wealth. I have my own advisers and mentors to help me reach my own goals.

Protection should always come first and wealth creation second; the logic being that if we can’t secure our existing assets, how we can hope to accumulate additional wealth over time? Am therefore focused on ensuring our clients have a strong risk strategy in place to cover them for unforeseen circumstances. In chess, one of the reasons why Grandmasters are so effective at winning is that while 50% of their game is focused on their plan of attack, the other 50% is about considering how they can be defeated (defence/protection) and planning accordingly.

Call us today to arrange a complimentary financial review meeting to discuss your needs.

We provide advice in:

* Cash flow
* Superannuation
* Investments
* Personal insurances
* Debt management

Wealth Coach at Sentinel Wealth Partners

Business Website Address: Sentinel Wealth Partners
Business Phone Number: 07 3128 2555
Optimum Recoveries
Address: 5/67 Depot St, Banyo
4014
Business Genre:
Short Business Description: As you may have heard, 2020 marks a new milestone for me, as I have closed the doors of 3D Collections to merge my skills with the team from Optimum Recoveries.

I have been honoured to represent my clients over the years, and I am excited to be able to continue to provide strategic collection services with the addition of extra resources and a brilliant team of professionals.
Long Business Description:

Optimum Recoveries specialises in helping businesses by providing expert services in debt prevention, management and the collection of past due accounts. Known for their fresh and ethical approach to debt management, Optimum’s highly qualified team delivers sustainable cash flow results that help businesses succeed.

I will be based in their Brisbane office, but they also have Sydney and Melbourne branches and can offer a national reach. As an introductory offer to Optimum’s services, 3D Collection client’s existing commercial fee arrangement will stay unchanged for the next 12 months.

Please contact me or Angela if you have any questions, or would like to find out more about how the Optimum team and I can help alleviate the pain of debt collection.

Business Website Address: https://optimumrecoveries.com.au/2640-2
Business Phone Number: 07 3166 8888
Fundamental Business Finance
Address: PO BOX 2631
Ascot QLD
4007
Business Genre:
Short Business Description: Edward joined Fundamental after spending the last 3 years with the First Choice Finance Group in Brisbane, where he worked in new home lending, refinancing & equity swaps. He graduated from the University of Queensland with a degree in International Business Management, before furthering his studies into finance.
Long Business Description:

Edward’s vision, work ethic, and core values are perfectly aligned with ours at Fundamental. Since coming on board in May 2017, Edward has been able to utilise the wealth of mentorship available at Fundamental, in developing a stronger relationship with his emerging business network & client base throughout both Asia and Australia.

Business Phone Number: 0439 852 787