Having a sound investment strategy gives you confidence because you:
Your WellsFaber wealth manager helps you clarify and understand your financial goals and potential, as well as what you need to do to achieve this. By following this personalised approach, we have helped our clients thrive across market cycles, challenges and opportunities since 1987.
The earlier you start, the longer your money has to grow, which means you benefit from more powerful returns over the long term. We encourage you not to delay planning. We are here to help you and guide you.
When you partner with us you can have peace of mind that, if your situation changes or you have any concerns, you have personal support and our professional expertise to help you.
You are treated as an individual. This means that you will be confident that your investment strategy is suitable for you, because we first make sure that we have a thorough understanding of your circumstances, long-term goals, and how much risk you are willing to take.
You have access to a wide range of local and international investment solutions with different return objectives, risk exposures, and timeframes to cater for various investment needs.
As an independent wealth manager, we are not incentivised to recommend one solution over another. This means you will have the best solutions for you according to your specific goals and risk profile, because our recommendations are unbiased.
Your investments are structured in a tax-efficient manner to ensure the impact of taxes on the value of your investments over time is minimised.