Growth is never by mere chance; it is the result of forces working together.

– James Cash Penney

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Financial Advice

Build and protect your wealth, and prepare for retirement.

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Grow with Wealth 21

Wealth 21 is a specialist boutique financial planning company.

While we give financial advice, we don’t see it that way.
We help create lifestyle options and peace of mind by using smart and proven strategies that are tailored to suit.

The Value of Advice

When it comes to managing your money, there’s countless ways to invest – however it can be difficult, confusing and at times perplexing when considering which strategy is suitable for you and your family. That’s where financial advice can benefit you. Wealth 21 can guide you through the maze of financial products and investment options to find a solution and develop a plan for you.

Our expertise can help you – build a strategy, manage your risks and  invest and insure with discipline. We allow you to focus on enjoying  life – while we look after your financial future.

“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

Buderim

“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

Sunshine Beach

“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

Cooroy

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Professional Investment Services logoProfessional 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 (02) 9921 6900 or email [email protected]. Click here to view their website. Click http://www.centrepointalliance.com.au/fsg/ to view the FSG.

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