Wealth Management : WellsFaber

WellsFaber: We Advise. You thrive.

OUR PARTNERSHIP WITH MAZARS

WellsFaber and Mazars have been in partnership since 2002 as joint shareholders in Mazars Financial Services. In 2015, WellsFaber and Mazars Financial Services merged under the name WellsFaber, with Mazars remaining as a shareholder in this merged entity.

What we do - we provide personal, independent advice to help you thrive.

A personal and long-term relationship with you is the foundation of our expert advice. With our ongoing support you will have:

  • Financial freedom and the confidence to live the life you want and achieve your goals
  • Peace of mind because you know that even if things don't go the way you hope, you will be financially prepared for life's uncertainties. 

As an independent wealth manager, we are not incentivised to recommend one solution over another.

This means our advice is focused on what's most suitable for your unique goals and aspirations.

Read more about who we are. 

We provide advice on all aspects of personal and business financial planning

  • Grow your money to build wealth and meet your goals through a sound investment strategy. We help you clarify and understand your financial goals and potential, and what you need to do to achieve this.
  • Plan for retirement so that you have peace of mind about your future. We provide guidance and support throughout your working life and into your retirement years. 
  • Protect your personal wealth and your business from the impact of unexpected events with prudent risk planning. Putting plans in place to manage the impact of things that are outside your control is an integral part of our advice process.
  • Make sure your loved ones continue to benefit from your financial plan when you're no longer here. We provide ongoing support to your family during and after the winding up of your estate. 

Our services in more detail 

Why choose WellsFaber as your financial partner?

Personalized advice We listen to whats important to you, instead of following a one-size-fits-all approach. 
Independent recommendations We are not incentivised to recommend one solution over another - we focus on whats most suitable for you.
Best-of-breed solutions We only recommend solutions that meet our stringent due diligence criteria, and that we would invest in ourselves
A complete offering for all your financial needs We help you meet all of your personal and business financial planning needs, from investments to insurance to estate planning. 

Read more about why to partner with us. 

Our highly experienced team is passionate about providing personalised financial advice.  

We have been advising clients and their families across generations since 1987. We dont take the task of providing financial advice lightly and each of our team members is personally invested in your success.

Our management team: 

Read more about the team 

Contact us 

If you would like to find out more about how we can help you meet your financial aspirations, please get in touch:

Tel: +27 87 295 0270

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