Investment Planning

Grow your money to build wealth and meet your goals

Having a sound investment strategy gives you confidence because you:

  • Know what you need to reach your goals¬†
  • Have specific plans in place to reach these goals, instead of just hoping it will work out

We have the expertise and experience to help you thrive

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.

Be confident about your goals with a personalised strategy

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.

Get access to a wide range of solutions

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.

Optimise your returns with best-of-breed solutions

  • You will be confident that all the products in your portfolio are the best in the market. Our Investment Committee researches and assesses investment providers and products according to a rigorous set of criteria before we recommend them to you.
  • Whatever happens in the markets, you will be confident that you will be invested optimally at all times. Our Investment Committee continuously monitors the performance of the investment solutions our clients are invested in, taking into consideration the macroeconomic and market conditions.

Know you have access to the best solutions because our advice is unbiased

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.

Minimise the impact of taxes on your returns

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.

AUTHORISED FINANCIAL SERVICE PROVIDER FSP 639

We advise. You thrive.