Welcome

Having sound financial goals is as important in life as having career, sporting or family goals. Making money in your daily life and keeping some of it gets easier as you mature, but making money work for you and your future security requires careful planning and monitoring. Something most of us either don't have the time to do or don't feel equipped to do alone.

Sentry Financial Service's philosophy is to work alongside you to guide, nurture, plan and oversee your financial goals for long term financial security and success. We work with you to establish the right investments for you and we watch over your finances - so you can concentrate on other more important things, like business, family and friends.

We believe, as guardians of your financial plan, that we must be vigilant in our monitoring of your investments, responsive in our reporting to you, and ever-watchful of new opportunities as they arise. Hence our name, Sentry.

Sentry Financial Service's offers a free one-hour consultation with our advisers to discuss your wants and needs. A scope of service and associated costs will be discussed at the meeting. There is no obligation to utilise our services.

Please have a browse through our website and if you would like to know more about how we can assist you then feel free to contact us.

A Disclosure Statement for the financial advisers associated with Sentry Financial Services Limited is available on request and free of charge.

Our Mission Statement

"To provide a personal financial advice service tailored to clients' needs which always places the client's financial well-being first, in a friendly, professional manner; drawing on our experience and expertise, and appropriately utilisng current market information available to us.

To retain our client's confidence and trust by always acting with honesty and integrity."

 

 

Sentry Financial Services Limited is a member of the Institute of Financial Advisers.