Designing Your Financial Future

WealthSpan™

WealthSpan™ is Wells Gibson’s personal wealth planning service, uniquely designed to bring together all aspects of your life so that you have full clarity, contentment, and certainty around your financial future…

  • Clarity – Visualise your financial future and options.
  • Contentment – Feel less anxious about tomorrow.
  • Certainty – Know you can secure all that you value.

With Wells Gibson, you will have a reliable and experienced person you can contact, someone who will act as a sounding board and provide impartial second opinions.  Importantly, we will seek to help you avoid making the wrong decisions, at the wrong time, for the wrong reasons.

The big questions

WealthSpan™ will help answer your big questions, such as…

The right strategies

WealthSpan™  focuses on 7 key financial planning areas…

Cash flow

Avoiding living beyond your means

Borrowing

Ensuring debt does not choke your family’s financial future

Risk

Protecting you against the unexpected, such as illness

Investing

Enjoying a successful investment experience

Tax

Paying what you should, but not a penny more

Legacy

Providing for those most important to you

The right foundation

Using WealthSpan™ as the foundation helps deliver a more rewarding investment experience, and your Wells Gibson team will build the portfolio that best meets your needs by…

There is of course also a lot more to WealthSpan™ and that’s why it’s become the financial planning centrepiece that underpins every Wells Gibson client’s investment portfolio.