Growth is never by mere chance; it is the result of forces working together.
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
“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
Wealth 21 on Facebook
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
Short video from Richard Murphy (CEO XTB) on balancing risk and return. The importance of defensive and growth assets - with the proportion depending upon your tolerance to risk or volatility of returns. #InvestmentStrategy #RiskReturnTradeOff
Many different opinions on how best to use "Exchange Traded Funds" or ETFs in portfolios. This article provides a great overview of the different types of ETFs. "Active, rules-based and passive strategies can be used in conjunction with one anothe...
Advice is all about helping you get past all the complexity and providing peace of mind with your financial affairs.
Today is RUOK? Day. We do understand that dealing with money & investments can sometimes be over-whelming. The financial world can seem complex. Please don't hesitate to ask for help if you need to chat through any concerns. Give us a call - or m...
"Although supporting your kids during hard times might be second nature for you as a parent, it’s very important to foster financial independence in your kids, whether they’re living with you or not."
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.