Sentinel provides specialist direct equities solutions which allow financial professionals to wholly or partly outsource their stockmarket investment requirements.
Outsourcing stockmarket activities is worth considering because:
- It allows the financial professional to remove the workload burdens of managing it themselves, resulting in more time to focus on more important aspects of their business like growing their client bases, attending to other asset classes and thereby increasing business scalability
- Financial professionals gain access to specialised skills, knowledge and resources that would not normally be available in house
- The stockmarket is constantly evolving and without the engagement of a specialist in the field, new and potentially crucial business opportunities may be missed
Sentinel's overriding objective is to make life easier and more efficient for the financial professional.
Sentinel has built its business around helping financial professionals access the stockmarket. It sources 99% of its new clients by referral from external professionals such as financial planners, accountants, lawyers and industry advisers.
The reason why financial professionals choose to refer their clients to Sentinel is because we deliver a solution which is effective, compliant and accountable. We also closely understand the needs and difficulties faced in running individual businesses so practicality in our service is key.
The level of activities outsourced to Sentinel is entirely up to each professional business. Services can range from the complete handling of all stockmarket and portfolio investments, to occasional contact for one-off assistance. Importantly, Sentinel is flexible enough to tailor a solution to meet the needs of each individual business.
We currently assist a wide range of businesses from some of Australia’s largest dealer groups, right through to individual licensees. Whatever your business needs, Sentinel is able to assist you.