Growth is never by mere chance; it is the result of forces working together.
Peace of mind with Wealth 21
While we provide financial advice, we don’t see it that way. We enjoy seeing people find strategies that meet their goals and create the life they want to lead.
The Value of Advice
In these busy times, with increasing complexity, it can be difficult to make good decisions with our finances both in the short and longer term. It is important to remember, that the decisions we make now, can make an impact as to how easy or hard our future is, or if it indeed reflects the dreams that we have.
No matter what phase of life you are in – early working years, later working years, retirement, aged care – Wealth 21 can guide you and allow you to focus on enjoying life.
“As business owners we find ourselves so consumed by our business at hand that we don’t have the time or ability to manage our investment portfolio. This is where a trusted financial manager like yourself is important to us. Thank you Paul, for looking after our financial affairs over the period of the last 12 years. Thank you for keeping us up to date with our portfolio and the world market influences on our investments. We appreciate the investment strategy you put into place to meet our comfort levels.”Mr & Mrs Drane
“Typically, we paid scant attention to our superannuation strategies in earlier years and have not always made the best calls. Paul Brown took over our portfolio and it has performed brilliantly under his professional care. So much so, we are looking at an earlier retirement than expected. We would recommend the services of Wealth 21 to anybody looking to build wealth for retirement.”Mr & Mrs Chellingworth
“My husband and I have been clients of Wealth 21 since 2012. In the last year, Deborah Brown has guided our family through the difficult an emotional phase of Aged Care. I have always found Deborah to be most empathetic and professional. She has patiently guided our family through financial decisions, cashflow management, Centrelink and estate planning. I would happily recommend her to anyone seeking advice and guidance in the complex area of Aged Care.”Mrs J Burton
“I have found Paul Brown to be a financial adviser of great integrity and diligence. His advice is measured and backed by strong research – and under his guidance, my portfolio has survived surprisingly well in these difficult times. I would happily recommend him to anyone.”Mr D Williamson
“We have been clients of Paul Brown for nearly 10 years. In the beginning, Paul was very careful to find out our joint and separate attitudes to the risks of investing our Super Fund assets. Although we began rather conservatively, with Paul’s advice we began to see the benefits of actively controlling our investments. Through planned diversification we have been able to establish a robust yet still conservative fund which has survived through a series of market downturns. We particularly appreciate the close personal contact we have had with Paul and his team. His weekly updates and regular reviews of our fund help us to feel confident and aware of our current financial situation.”Mr & Mrs Andersen
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Best wishes for Christmas to you and your families. We hope you enjoy the festive season and wish you a happy & prosperous New Year.
This area can be complex and Wealth 21 can help run through your options.
Next Steps for Getting into Aged Care
More excellent tips - it is also Important to have an Advanced Health Directive in place
This is a great introductory video on considerations for Aged Care.
Morningstar regularly publishes studies showing retail investors underperform the professionals by around 2%. Carl Richards calls this the "behavior gap". When markets wobble, retail investors tend to sell or sit on their cash. When markets hav...
At Wealth 21, we assist people who seek advice & do wish to exercise choice in their investment approach. It is really important to exercise that choice wisely - and sometimes the wise choice is to stay on course & do nothing. "As behavioural econ...
Interesting article providing a comparison of asset performance over time periods of 5/10/20 years for the main asset classes - via Cuffelinks. #Investments #Diversification
Interesting chart of the split of global GDP of around $80 trillion - including Austalia at 1.67% of the global economy. The top 10 countries account for around two-thirds of the global economy. #economics #GDP
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