WellsFaber has walked a long road with its clients, many of whom have been with us from the early years.
We have been together through the challenges of young families, business and career growth, happy and difficult family events, bull markets, bear markets, changes in legislation, emigration and achieving retirement goals.
Through all of these life changes and investment challenges, our client relationships have endured because we work hard to build trust and provide support every step of the way.
We act with integrity by listening attentively, delivering on time, being available and by giving advice that is not influenced by preferential arrangements with providers. We are mindful that being entrusted with a client’s financial life is a position of privilege and we honour that privilege with respect, humility and discretion.
We are not compelled nor incentivised to prefer any specific providers or solutions.
All our recommendations are based on our own independent, objective assessments on who or what we consider to be the best. We never propose a solution we would not invest in ourselves.
We are committed to ensuring that our advice is implemented through products and services that we are confident will deliver the results required to achieve the stated investment goals.
We continually conduct research on our existing and potential new providers, interrogating their processes and ensuring that we have an indepth understanding of their skills and services.