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Well planned. Well lived.

Independent wealth management and financial planning for individuals, businesses and families making clear, long-term decisions about their wealth.

We focus on clear thinking, disciplined decision-making and long-term relationships. Our approach is built on independence, experience and a strong sense of responsibility in managing, structuring and preserving our clients’ wealth over time.

We work across the core areas of wealth management and financial planning, bringing structure, clarity and coordination to the financial decisions that shape, grow and preserve wealth over time.

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Clear advice.
Structured for life.

We provide advice across the main areas of financial planning. Each part works together to support clear decisions and a long-term plan.

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Advisory team

Our wealth managers, directors and operations team work together to provide thoughtful advice, strong governance and ongoing support.

Meet our team

Jan van Niekerk
Chairman

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Wright Theunissen
Director, CFO & COO

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Greg Olbe
Executive Director & Wealth Manager

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Mike Moore
Wealth Manager

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Kevin Dolley
Wealth Manager

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Leonard van Heerden
Wealth Manager

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Laurens Smit
Wealth Manager

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JoĢvan Snyman
Short-term Insurance Advisor

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Well guided, wherever life takes you

Financial planning that moves with your life. We listen first, advise second, and build relationships that last.

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Explore Wealth Management
Explore Family Office
Explore Protect
Explore Connect

Latest insights

Insights, articles and podcasts to help you think more clearly about your finances and stay informed over time.

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Perspective for what matters most

Financial planning that moves with your life. We listen first, advise second, and build relationships that last.

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Jan van Niekerk

Chairman

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Jan is the chairman of WellsFaber. He brings senior leadership experience and supports the firm with strategic oversight, continuity and a long-term perspective.

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Wright Theunissen

Director, CFO & COO

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Wright is COO and a director of WellsFaber. He leads the firmā€™s operations and helps ensure the business runs with consistency, discipline and care.

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Greg Olbe

Executive Director & Wealth Manager

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Greg is a senior advisor in the wealth team and a director of WellsFaber. He works with clients across local and global investments, estate planning and broader financial planning. He brings long experience, sound judgement and a steady long-term perspective to complex decisions, while staying grounded in what matters most to each client and their family. He holds a BCom in Law and Business Management, a BSc in Statistics and Computer Science, a Higher Certificate in Financial Markets and Instruments, the CFPĀ® designation, and an Advanced CFPĀ® qualification in Portfolio Planning and Management.

He serves on the WellsFaber Investment Committee and contributes to the firmā€™s overall investment approach.

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Mike Moore

Wealth Manager

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Mike leads WellsFaber Family Office. He works with clients whose affairs span multiple countries, structures and investment arrangements, taking responsibility for the overall strategy and helping bring different parts of their financial lives into a more coordinated, well-managed whole.Ā He works with trusted specialists in South Africa and abroad where needed, while retaining oversight so that advice and service remain aligned with each clientā€™s interests.

Beyond the technical, he supports clients and their families as responsibilities evolve over time, helping them navigate important decisions with clarity and confidence. Mike also chairs WellsFaberā€™s Investment Committee.

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Kevin Dolley

Wealth Manager

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Kevin is a senior advisor in the wealth team. He advises clients across investments, tax, estate planning and insurance, combining strong technical knowledge with a practical understanding of how financial decisions play out in real life. He helps clients make clear, considered decisions over time.ā€Ø

He is also a member of the WellsFaber Investment Committee and contributes to the firmā€™s investment thinking.

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Leonard van Heerden

Wealth Manager

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Leonard leads WellsFaber Connect. He brings decades of experience in financial services, with a background in investment management and consultative wealth planning. His approach is practical, steady and straightforward ā€” helping clients understand where they stand, deal with what needs attention, and take manageable next steps with confidence.

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Laurens Smit

Wealth Manager

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Laurens is part of the advisory team and supports clients across investment management, retirement planning and short-term insurance. He brings energy, care and a strong grounding in the day-to-day work of financial planning. He is building his experience within the firm while contributing to clear, practical advice for clients.

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JoĢvan Snyman

Short-term Insurance Advisor

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JoĢvan leads WellsFaber Protect. He advises clients across personal, commercial and agricultural short-term insurance, helping individuals, families and businesses protect what they have built while planning for the future.Ā His approach is straightforward and relationship-driven, combining technical insight with practical understanding to make insurance decisions clear and manageable over time.

He works closely with clients as their needs change, helping ensure their cover remains relevant, well-structured and fit for purpose.

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WellsFaber Wealth

Personal Wealth Advice. Thoughtful financial advice for individuals and families making important decisions over time.

We work with individuals and families who want advice across investments, retirement, tax, estate planning and insurance. The goal is not only to create a sound plan, but to help clients make good decisions over time, as lifeā€™s circumstances change.

Our work often extends beyond the technical. We support clients through career decisions, business changes, retirement, global moves and periods of family transition. We bring clarity, judgement and continuity as important decisions arise.

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WellsFaber Family Office

Families and individuals with more complex financial lives. Lead advice for clients managing wealth across jurisdictions, structures and a range of investments and assets.

WellsFaber Family Office is for clients whose affairs span multiple jurisdictions, structures and investment arrangements. We take responsibility for the overall strategy, helping coordinate decisions across providers while keeping advice aligned with the clientā€™s interests.ā€Ø

We work with trusted specialists in South Africa and abroad where needed, including in Switzerland, the UAE, Mauritius and the Channel Islands. We engage these providers where appropriate, while retaining oversight so that advice, structure and service remain aligned with the clientā€™s interests.ā€Ø
Our approach is independent. We select providers based on the strength of their advice and service and hold them accountable on behalf of our clients.

We stay closely involved over time, bringing clarity, responsiveness and continuity as needs evolve.

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WellsFaber Protect

Individuals, families and businesses who need short-term insurance that is clear, practical and properly managed.

Short-term insurance advice that stays relevant as your circumstances change.
WellsFaber Protect works with individuals, families and businesses to put the right short-term insurance in place.

We help clients purchase cover that fits their life ā€” practical, responsive and easy to understand. As circumstances change, we stay involved, reviewing and refining protection so it remains relevant, well-structured and fit for purpose.

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WellsFaber Connect

Clients getting started or looking to get organised. Practical financial guidance for people who want clarity, structure and someone to turn to when decisions need to be made.

Connect is for clients who want support to stay on top of their financial lives. Some are starting out. Others have existing investments that have not been reviewed in some time, or feel unsure how to move things forward. We help you understand your current position, deal with the decisions that need attention, and put the right basics in place. Our approach is structured and straightforward, focused on what matters most without adding unnecessary complexity.

You receive regular communication to help you stay engaged, along with clear guidance when decisions arise. And when you need to talk something through, there is a real person available to help you move forward with confidence.

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