We provide personal, independent advice to
help our clients thrive
At WellsFaber, we see ourselves as your financial partner. By building a personal, long-term relationship with you, we provide expert advice and ongoing support. This includes all the aspects of personal and business financial planning: investing to grow your money, planning for retirement, protecting your personal wealth or business against unexpected events, and setting up your estate to provide for your loved ones when you pass away.
The goal of all our interactions with you and the recommendations we make, is to give you the confidence to achieve your goals and the peace of mind that accompanies having a plan in place to manage change and life’s uncertainties.
Our wealth managers provide advice to:
- Individuals and families from all walks of life – some young adults, and others approaching retirement or already retired
- Business owners
To us, these relationships – built across the different seasons of family, business growth and market conditions – are the strongest endorsement of the trust we treasure with our clients.
Our wealth managers have between ten and thirty years’ experience. We are all professionals who stay current with the latest industry insights and developments. But above all, we are passionate about providing personalised financial advice and helping our clients, regardless of their aspirations or circumstances.
Our history and company structure
