Sentry Financial Services

Our list of services and products

We provide the following types of financial adviser services:

Financial advice
Discretionary investment management services
Investment planning services

We provide financial adviser services in the following subject matters:

Cash management and budgeting
Retirement planning
Investment planning
General advice on Risk Management (insurance)*
General advice on asset protection and estate planning*
General advice on taxation relating to investments and insurance*

*Any specialist advice required is referred to the appropriate professional

We provide 'financial adviser services' in relation to the following types of financial products:

Risk Products	Savings and Investment Products
Life cover	Direct shares, direct bonds (listed and unlisted)
Accidental death cover	Managed funds including unit trusts, superannuation and KiwiSaver
Disability income protection	Hedge Funds
Trauma	Listed Property Trusts
Living insurance	Bank deposits and bonus bonds
Business overheads cover	Government stock
Mortgage protection insurance
Key person protection insurance
Medical insurance