Personal Wealth Advice. Thoughtful financial advice for individuals and families making important decisions over time.
We work with individuals and families who want advice across investments, retirement, tax, estate planning and insurance. The goal is not only to create a sound plan, but to help clients make good decisions over time, as life’s circumstances change.
Our work often extends beyond the technical. We support clients through career decisions, business changes, retirement, global moves and periods of family transition. We bring clarity, judgement and continuity as important decisions arise.
Families and individuals with more complex financial lives. Lead advice for clients managing wealth across jurisdictions, structures and a range of investments and assets.
WellsFaber Family Office is for clients whose affairs span multiple jurisdictions, structures and investment arrangements. We take responsibility for the overall strategy, helping coordinate decisions across providers while keeping advice aligned with the client’s interests.
We work with trusted specialists in South Africa and abroad where needed, including in Switzerland, the UAE, Mauritius and the Channel Islands. We engage these providers where appropriate, while retaining oversight so that advice, structure and service remain aligned with the client’s interests.
Our approach is independent. We select providers based on the strength of their advice and service and hold them accountable on behalf of our clients.
We stay closely involved over time, bringing clarity, responsiveness and continuity as needs evolve.
Individuals, families and businesses who need short-term insurance that is clear, practical and properly managed.
Short-term insurance advice that stays relevant as your circumstances change.
WellsFaber Protect works with individuals, families and businesses to put the right short-term insurance in place.
We help clients purchase cover that fits their life — practical, responsive and easy to understand. As circumstances change, we stay involved, reviewing and refining protection so it remains relevant, well-structured and fit for purpose.
Clients getting started or looking to get organised. Practical financial guidance for people who want clarity, structure and someone to turn to when decisions need to be made.
Connect is for clients who want support to stay on top of their financial lives. Some are starting out. Others have existing investments that have not been reviewed in some time, or feel unsure how to move things forward. We help you understand your current position, deal with the decisions that need attention, and put the right basics in place. Our approach is structured and straightforward, focused on what matters most without adding unnecessary complexity.
You receive regular communication to help you stay engaged, along with clear guidance when decisions arise. And when you need to talk something through, there is a real person available to help you move forward with confidence.
