The underlying principle of our engagement as your financial advisers, is to bring together every aspect of your finances within an integrated and holistic plan. We refer to this as your Financial Master Plan which is fully documented and serves as the working basis for your ongoing financial planning.
Our services cover the provision of information, the implementation of your plans, and the ongoing monitoring of your Financial Master Plan
- We work with you to determine the best strategy to achieve your goals and needs
- We constantly monitor your debt position, investments, insurance and estate planning to keep your financial security on track
- We communicate with you on a regular basis, letting you know in advance of changes and trends that may affect your situation
- We are committed to helping you achieve financial security through achievable objectives
At Wellings & Associates we have been providing financial advice to our clients since 1975.