Blogs

Posted on: 23rd December 2024

Diversification beyond the conventional

“Know what you own, and know why you own it.” – Peter Lynch One of the things we enjoy most in our team is having the freedom to choose how we help our clients invest their money. We don’t simply have a ‘menu’ that everyone else uses; we strategically investigate a diverse range of options […]
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Posted on: 16th December 2024

Family Wealth Succession Planning

“Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence.” – Sheryl Sandberg Managing wealth is not only about asking ourselves if we will ‘be okay’. It slowly becomes more complicated as we begin to ask, “Will our kids be okay?”. We have found […]
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Posted on: 9th December 2024

The season of giving

“Philanthropy is not about money, it’s about feeling the pain of others and caring enough about their needs to help.” – Timothy Pina We often have the privilege of working with clients who have reached a point where their wealth not only opens doors to personal opportunities but also bears the potential to enact significant […]
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Posted on: 2nd December 2024

The art of controlled relaxation

“Precision in archery comes from the art of controlled relaxation. The same can be said about managing our financial lives.” — Inspired by Maurice Thompson Modern life often stretches us thin, much like a bow drawn tight. This state holds immense potential, yet is fraught with tension. The key lies not just in the strength […]
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Posted on: 25th November 2024

Do you choose happiness?

“Decide to be happy; it is good for your health.” — Voltaire At WellsFaber, we believe that happiness is an active choice, especially when it comes to managing your finances. Abraham Lincoln once noted that people are generally as happy as they decide to be, implying that our well-being hinges not just on external circumstances […]
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Posted on: 18th November 2024

Unlocking what freedom means for you

“Financial freedom is not a single goal, but a series of choices leading towards a life unbound.” — Unknown For many, the concept of financial freedom evokes images of a bird soaring high in the sky — free, untethered, and full of potential. Conversely, money can sometimes feel like a weight or a cage, limiting […]
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Posted on: 11th November 2024

Your family’s financial health

“Patience and time do more than strength or passion.” — Jean de La Fontaine At WellsFaber, we’ve had the privilege of guiding many families through the evolving seasons of life. In a world that often prioritises instant results, the natural progression of seasons teaches us a valuable lesson about growth and patience. Understanding and planning […]
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Posted on: 4th November 2024

Do you command your wealth?

“If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.” — Edmund Burke True wealth is not just about accumulation, but about mastery and control of our choices. It’s about making our money work for us in alignment with our deepest values and aspirations, transforming […]
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Posted on: 28th October 2024

Clarity and purpose under pressure

“The ability to continue moving when you are feeling scared, fearful or lazy is the sign of true mental strength.” – Matthew Donnelly Success in the corporate arena often mirrors high-stakes athletics: both demand unwavering focus, strategic thinking, and most crucially, mental toughness. Yet while executives routinely invest in skills training, business acumen and strategic […]
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Posted on: 21st October 2024

Simplify. Streamline.

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci In a world where complexity and overwhelm often cloud our judgement, applying the principles of simplicity to our financial lives can be transformative. While the concept of minimalism often conjures images of sparse living spaces or capsule wardrobes, its core philosophy—removing the unnecessary to make room […]
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