Private wealth management, properly structured.
Your wealth should be organised around a plan, not assembled from products. We bring your investments, risk cover, tax position, business interests and estate into one coherent structure — reviewed as your life changes.
A single view of your financial position
We begin with a full picture: assets, liabilities, income, cover, business interests and long-term goals. Only then do we design a structure. Most clients discover overlaps they're paying for and gaps they didn't know existed.
Advice with the strength of Old Mutual behind it
Sentinel operates as an Old Mutual AFD. You get a personal adviser who knows your file, supported by the research, product range and governance of one of South Africa's most established financial institutions.
Ongoing stewardship, not a once-off sale
Wealth planning is a long game. We review your plan regularly, adjust for market and life changes, and keep the structure aligned with where you're actually going.
What this includes
- Full financial position analysis
- Investment and portfolio structuring
- Retirement funding strategy
- Risk and cover alignment
- Tax-efficiency review
- Estate and legacy structuring
- Business and personal wealth integration
- Scheduled ongoing reviews
Frequently asked
Do I need a minimum level of wealth?
No. We work with clients at different stages — from professionals building their first structured plan to established families preserving multi-generational wealth.
How is this different from buying a policy?
A policy solves one problem. Private wealth management coordinates every part of your financial position so the pieces work together.
Where do you work?
We advise clients across South Africa, in person and virtually.