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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Before signing any agreements going into an Aged Care Facility it is very important to understand what you are signing.
A well attended presentation held this week for Maintaining your independence & lifestyle in later years. Deborah Brown - Wealth 21, Janet Campbell - Land Lawyers and Jo & Yolanda from Bromilow.
We have seats available. If you haven't had a chance to RSVP, please let us know if you would to come. This seminar is particularly relevant for anyone who has parents who are aging or a couple who are in their retirement years. Lots of good ti...
Are you wondering what you need to know around downsizing, tips on organising finances for later years and how home care works? Join us for our free seminar.
Did you know that Wealth 21 now has access to software to help find the most suitable Aged Care Facility? Call us on 07 5445 3441 to see how easy it is to find a facility that meets your particular needs and your desired location.
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
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] .
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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.