Wills Financial Group PTY Ltd. is a financial advisory firm founded in 1989 by Janet Wills with a commitment to providing objective advice and personalized support to individuals and families. The firm operates on a fiduciary, fee-based foundation, prioritizing clients’ needs and long-term financial goals over commissions and product-driven approaches. With a focus on building wealth that spans generations, Wills Financial Group offers tailored investing experiences customized to clients’ needs and priorities.
At Wills Financial Group, clients benefit from a full team of professionals who unite their individual skills and expertise to provide caring support for today and across generations. The firm’s investment strategy is built around large-cap, blue-chip stocks with a history of growing dividends, emphasizing a consistent philosophy that has been implemented for over 25 years. By taking a long-term view of clients’ goals and investments, the team aims to help preserve wealth, generate income, and minimize unnecessary expenses and taxable events.
With a focus on detailed, personalized support akin to fine artisans, Wills Financial Group strives to connect the intricate details of clients’ financial lives into a timeless legacy. The firm’s commitment to providing enduring success through a balance of time-tested knowledge, proactive perspectives, and disciplined craftsmanship sets it apart in the constantly evolving financial services industry. Through every service provided, Wills Financial Group aims to combine an adaptable investment strategy with meticulous attention to clients’ specific needs and goals.