WE SEEK TO PROVIDE OUR CUSTOMERS WITH A HOLISTIC SOLUTION IN MEETING THEIR WEALTH MANAGEMENT NEEDS.
We work with you to identify your financial goals and to develop a roadmap to achieve those goals throughout your life. We provide a risk profiling solution to ensure we implement the correct investment strategies to align and manage your goals.
With people living longer, retirement planning is becoming an imperative part of everyone’s financial planning strategy. It is never too early to ensure that you have sufficient funds for retirement and we work closely with our clients to implement a formalised plan to achieve this.
When it comes to passing on your wealth to the next generation, we work with you to ensure the simplest, most tax efficient solution. We do not view a will as a document to be placed in the bottom drawer and forgotten. It needs to be regularly reviewed to ensure it is still relevant and up to date with regulatory changes. When last did you review your will?
We look at all aspects of your personal and business life to ensure that you are best equipped to deal with any eventuality.
THE WHOLE IS GREATER THAN THE SUM OF THE PARTS.
We are committed to offering our clients advice on all aspects of their financial planning. Time and again by working diligently through every aspect of our client’s financial needs, the end solution is more powerful than having considered one or two areas in isolation.
Personal flair within a solid framework
No two advisors are the same and we encourage personal advisory flair. We do, however, have a consistent framework to ensure our clients are advised thoroughly and consistently.
Good advice relies on seamless implementation
Advice is what we do but implementing the advice seamlessly is paramount. WellsFaber has thrived due to the standard and consistency of our client service and support. Our administration team is an integral part of our business, and has the proven ability to support our advice with personalised service.