Creating 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 and certainty around your financial future.
At the heart of WealthSpan™ is the principle that we work as a partnership. The Wells Gibson team travels alongside you, at the heart of your financial affairs, building a long-term relationship. We’re always on hand to answer questions and ensure you only ever make the right decisions, at the right time.
And with every decision, our goal is to see you take another step towards the fulfilling life you want to live — whatever that means to you and your family, and wherever you are on your journey.
The big questions
WealthSpan™ is designed to help you answer the big questions, such as…
- How much do we need to be financially independent?
- Can we afford private education?
- How much can we give our children or grandchildren?
- Can we buy a holiday home?
- How can we invest safely and sensibly?
The right strategies
These are the six key WealthSpan™ financial planning areas we focus on…
Cash flow
Making sure you’re never living beyond your means
Borrowing
Ensuring debt does not choke your financial future
Risk
Protecting you against the unexpected, such as illness
Tax
Paying what you should, but no more
Legacy
Providing for those most important to you
Giving
Sharing your wealth to make a difference
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…
- Ensuring it is deeply diversified
- Letting the capital markets do the heavy return lifting
- Holding on to investment returns
- Undertaking regular rebalancing
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.
