One of the greatest motivators to grow and protect your money is to be able to provide for your family and loved ones – both during and after your lifetime. The benefits of having a financial plan therefore does not end when you pass away.
We provide a specialist estate planning service that ensures your financial plan continues to benefit your loved ones, by ensuring a smooth transition of your assets on your death and providing ongoing, personalised advice.
Your WellsFaber wealth manager will provide support to your loved ones throughout the process of winding up your estate. This means your family and loved ones will have the necessary support. They will know who to talk to if they have any questions about financial matters and decisions they have to make, and will be comfortable enough to do so because they know they can trust our advice. Even if your spouse or loved one weren’t involved in the household finances at all – which can be overwhelming when they must suddenly make decisions – they will have the benefit of a trusted partner to guide them.