“The measure of success is not whether you have a tough problem to deal with, but whether it is the same problem you had last year.” – John Foster Dulles
At WellsFaber, our mission is simple: we want you to thrive. We want you to look back and be able to see just how far you’ve come.
For over three decades, we’ve been passionate about providing personalised financial advice that empowers our clients to live their best lives, regardless of their unique aspirations or circumstances.
We understand that managing financial wellness might not be everyone’s primary aspiration. However, it’s a crucial foundation for achieving the things that truly bring joy, fulfilment, and the ability to build a lasting legacy.
That’s why we consistently work to position ourselves as a dedicated financial partner.
Here are four hallmarks of our partnership that set us apart:
Embracing Your Individuality
We firmly believe that financial advice should never be a ‘one size fits all’ approach. Our team is committed to actively listening and understanding your unique identity, values, and goals. We recognise that thriving means different things to different people – whether it’s financial freedom, peace of mind, confidence, security, purpose, or something entirely unique to you.
Our conversations delve into your childhood dreams, upbringing, views on money, and spending habits. We explore what you truly want your money to do for you. This deep understanding allows us to craft a financial strategy that resonates with your personal definition of success.
Leveraging Decades of Experience
With over thirty years in the industry, we’ve gained invaluable insights and expertise. Our advisors each bring 10 to 30 years of experience to the table, ensuring that you receive high-quality, nuanced advice that can only come from years of navigating various financial landscapes.
This wealth of experience translates into confident, well-positioned strategies tailored to help you meet your goals. We’ve seen market ups and downs, changing regulations, and evolving financial products – all of which inform our advice to you.
Asking the Right Questions
Our experience has taught us that assumptions can be dangerous in financial planning. That’s why we prioritise asking questions over providing immediate answers, especially in our initial meetings. The more we understand about you, the better we can help you thrive.
By asking insightful, sometimes challenging questions, we piece together your unique ‘thrive-puzzle’. This approach ensures that our advice is truly tailored to your aspirations, empowering you with the confidence to pursue your goals.
We also pride ourselves on our long-term perspective. When we engage with you, we’re thinking about how your financial decisions today will impact your life 10, 20, or even 30 years from now. This commitment to enduring client relationships ensures that we always have the necessary context and up-to-date information to provide relevant, timely advice. It also allows us to celebrate your victories and help you navigate challenges along the way – one of the most rewarding aspects of our work.
At WellsFaber, we believe life is too short for mediocre financial advice. Your dreams, your goals, and your definition of thriving deserve a dedicated partner who sees you as an individual, brings decades of experience to the table, asks the right questions, and is committed to your long-term success.
We advise. You thrive.