“Your money will follow where your heart and habits lead.“
When it comes to financial health and creating your wealthspace, we don’t simply consider income, investments and returns. Our WellsFaber team have always believed that lasting financial wellbeing starts with something deeper: understanding yourself.
Because money doesn’t exist in isolation, it’s woven into every part of your life; your choices, your relationships, your sense of security, even your identity. The way you approach it is influenced by both your past experiences and your hopes for the future.
When you take the time to understand your own story, you can make decisions that feel not just smart, but truly meaningful.
Our beliefs about money, the habits we’ve developed, the goals we dream about, and the daily pressures we feel all shape the way we earn, spend, save, and give. No two people carry the same story, which is why no two financial plans should look the same.
Over the years, we’ve seen how often people feel disconnected from their financial plans. They may have a portfolio of investments or a list of goals, but if those plans don’t reflect who they really are, they can feel more like obligations than opportunities. When we start with a new client, we always try to address this as early as possible.
We believe good financial planning begins with listening — not just to the numbers, but to you.
We often ask clients to reflect on questions like:
– What does financial freedom look like for you?
– What moments in life have shaped your attitudes about money?
– When you think about the future, what excites you — and what worries you?
These conversations help reveal the unspoken values behind your choices. Maybe you’re driven by a desire to create security because you grew up with very little. Or maybe you prioritise experiences over possessions because those memories mean more to you than material things.
Whatever your story, uncovering it is not just enlightening… it’s empowering! It gives you clarity about where you are today, and confidence about where you’re going tomorrow.
It also allows us, as your advisors, to craft a plan and portfolio that truly fits you. A plan that supports not just your financial goals but your sense of self-worth, your relationships, and your peace of mind.
Financial health isn’t a destination you arrive at; it’s a journey you walk, one that grows and evolves as you do. Along the way, knowing yourself, your habits, your dreams, your values, is your greatest advantage.
If you’d like to take the next step in your own journey of financial health, we’d be honoured to walk it with you.
We advise, you thrive.