Our team brings together experience across wealth management, financial planning, employee benefits and insurance. We each have different areas of focus, but we work as one firm ā combining personal accountability with shared thinking, long-term continuity and independent advice.
Our support team works across administration, portfolio implementation, client servicing and office operations to ensure that every client experience is seamless.
Jan is the chairman of WellsFaber. He brings senior leadership experience and supports the firm with strategic oversight, continuity and a long-term perspective.
Wright is COO and a director of WellsFaber. He leads the firmās operations and helps ensure the business runs with consistency, discipline and care.
Greg is a senior advisor in the wealth team and a director of WellsFaber. He works with clients across local and global investments, estate planning and broader financial planning. He brings long experience, sound judgement and a steady long-term perspective to complex decisions, while staying grounded in what matters most to each client and their family. He holds a BCom in Law and Business Management, a BSc in Statistics and Computer Science, a Higher Certificate in Financial Markets and Instruments, the CFPĀ® designation, and an Advanced CFPĀ® qualification in Portfolio Planning and Management.
He serves on the WellsFaber Investment Committee and contributes to the firmās overall investment approach.
Mike leads WellsFaber Family Office. He works with clients whose affairs span multiple countries, structures and investment arrangements, taking responsibility for the overall strategy and helping bring different parts of their financial lives into a more coordinated, well-managed whole.Ā He works with trusted specialists in South Africa and abroad where needed, while retaining oversight so that advice and service remain aligned with each clientās interests.
Beyond the technical, he supports clients and their families as responsibilities evolve over time, helping them navigate important decisions with clarity and confidence. Mike also chairs WellsFaberās Investment Committee.
Kevin is a senior advisor in the wealth team. He advises clients across investments, tax, estate planning and insurance, combining strong technical knowledge with a practical understanding of how financial decisions play out in real life. He helps clients make clear, considered decisions over time.āØ
He is also a member of the WellsFaber Investment Committee and contributes to the firmās investment thinking.
Leonard leads WellsFaber Connect. He brings decades of experience in financial services, with a background in investment management and consultative wealth planning. His approach is practical, steady and straightforward ā helping clients understand where they stand, deal with what needs attention, and take manageable next steps with confidence.
Laurens is part of the advisory team and supports clients across investment management, retirement planning and short-term insurance. He brings energy, care and a strong grounding in the day-to-day work of financial planning. He is building his experience within the firm while contributing to clear, practical advice for clients.
JoĢvan leads WellsFaber Protect. He advises clients across personal, commercial and agricultural short-term insurance, helping individuals, families and businesses protect what they have built while planning for the future.Ā His approach is straightforward and relationship-driven, combining technical insight with practical understanding to make insurance decisions clear and manageable over time.
He works closely with clients as their needs change, helping ensure their cover remains relevant, well-structured and fit for purpose.
