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.”
“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.”
“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.”
“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.”
“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.”
Wealth 21 on Facebook
This is a great starting list of items to check before the end of 30 June 2019. However, before you act, always check with your accountant or financial planner that the information is correct and appropriate for your particular situation.
Please check with your own superannuation and your family's superannuation that they are aware that there is a risk that they could lose their Life, TPD and Income Protection insurances, if they have not contacted their Superannuation Fund. Make ...
The Reserve Bank of Australia lowered the cash rate by 0.25% on Tuesday this week to a new record low of 1.25% - as widely expected. It is the first cut in borrowing cost since August 2016. This chart shows the pathway of interest rate movements ...
As May comes to a close, only a handful of large US companies are set to post gains for the month — reflecting of the US-China trade war’s effect on Wall Street. The two companies with the largest revenue exposure to China are Intel (down 14%)...
Some great lessons in this list. #investment
A reminder on the various types of super contributions you can make. Please seek advice if you need guidance on adding super contributions before 30 June 2019. #superannuation #retirement
I can't agree more to the words "Choose Wisely". These same concepts apply to choosing an Executor to an Estate to also choosing your Financial Power of Attorney.
Professional Investment Services (ABN 11 074 608 558) is a holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products. Contact Professional Investment services via phone on 1300 557 598 or email [email protected] .
Click here to view their website.
Click http://www.centrepointalliance.com.au/fsg/ to view the FSG. Paul Brown (ARN 244684) and Deb Brown (ARN 313863) are Authorised Representatives of Professional Investment Services. Wealth 21 Pty Ltd (CARN 428491) is a Corporate Authorised Representative of Professional Investment Services. Click here for information about lodging a complaint.
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions as a result of you acting upon such information.