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…
- How much is enough?
- Can we afford private education?
- How much do I need to sell my business for?
- Can we afford to retire now?
- How much can we afford to withdraw from our pensions and investments?
- Can we afford to give to our children?
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…
- 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.
