Blogs

Posted on: 2nd Nov 2021

Diversification is about more than investing

“A diverse mix of voices leads to better discussions, decisions, and outcomes for everyone.” – Sundar Pichai, CEO of Google Bringing a diversified team of people together seldom happens naturally. Differences can be challenging, and we naturally tend to gravitate towards those most similar to ourselves. Therefore, it is important to be aware of the […]
Read more
Posted on: 26th Oct 2021

Choices and Freedoms

Some of the public holidays that we celebrate and so many of our memorials and statues represent moments in history when people stood up for their rights and freedom to choose. Freedom of choice is a crucial basic human aspiration, whether it had to do with the right to live in a certain area, vote, […]
Read more
Posted on: 19th Oct 2021

The benefits of independent financial advice

Never before have we been surrounded by so much bias. Not only our internal bias, but the bias of financial interests from companies, corporations and politicians all vying for our support and endorsement. Sometimes this influenced information is helpful, but most of the time it simply overwhelms us and clutters our ability to make sound, […]
Read more
Posted on: 12th Oct 2021

Rebuilding your financial confidence

Trauma, misinformation, poor mental wellbeing and life experiences are all factors that erode our confidence. And a lack of confidence affects every area of our lives – from our personal relationships and quality of work, to health and our wealth. Here’s something that we’ve learnt about confidence: it’s not something we arrive at after future […]
Read more
Posted on: 7th Oct 2021

Private Assets: Protect and Grow your Capital

Do you ever feel that others have access to better investment opportunities than you?  You might be right – it’s certainly not a level playing field. But one investment strategy that family offices, pension funds, insurance companies and banks make extensive use of is private assets.  Private assets are investments bought and sold privately between […]
Read more
Posted on: 5th Oct 2021

The importance of seasons

Seasonal change is all around us, from mother nature’s colourful markers that delineate the year’s four quarters to the festive seasons accentuated by the kaleidoscope of marketing in our stores.  Whether man-made or man-followed, seasons are important. They help us plan for and navigate change. WellsFaber has been around long enough to advise our clients […]
Read more
Posted on: 28th Sep 2021

Cultivate cunning-investor habits

We’ve said it before; we’ll say it again: the markets don’t make us wealthy; our habits make us wealthy. Investment success is primarily due to behaviour – not luck. As you will probably know, one of the mature investment perspectives reminds us that it’s not so much about timing the markets as much as it’s […]
Read more
Posted on: 21st Sep 2021

Breast Cancer: Awareness is key

When it comes to financial planning, we acknowledge that we cannot avoid all risks, whether in the markets or in our daily lives. Although we can’t avoid risk, we can reduce our exposure (mitigate) to risk. When it comes to breast cancer, awareness is helpful for peace of mind and reducing our risk. October marks […]
Read more
Posted on: 14th Sep 2021

Investing in your forties & fifties

As with all stages in life, we experience change and growth. The way that we work with our money is different with each decade or each significant milestone. These changes impact our earning ability, budgeting behaviours and the way that we perceive and define value. When we’re young, the value of a robust financial portfolio […]
Read more
Posted on: 7th Sep 2021

Good habits help avoid bad debt

We’ve worked with countless clients who earn plenty of money and still struggle with debt. But how can this be?  When most of us look at other people, we make a judgement call on their wealth. We all do it. And the quickest perceivable solution is often: I just need to earn a little more […]
Read more

    AUTHORISED FINANCIAL SERVICE PROVIDER FSP 639

    We advise. You thrive.

    COPYRIGHT 2021. SITE BY MILK

    DOWNLOAD

    CONFLICT OF INTERESTS POLICY

    DOWNLOAD

    COMPLAINTS POLICY

    DOWNLOAD

    PAIA & POPIA MANUAL

    DOWNLOAD

    PRIVACY POLICY