Creating wealth is just the beginning

You’ve already achieved so much in life. Yet there’s so much more you can do. You may want to help your family. Fulfill your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement. Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.

Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.

Women & Investing

At Fickling Wealth Management we pride ourselves on the attention we pay to the special wealth needs of women.

This is what we’ve noticed:

 

  • Women have a low tolerance for technical jargon.
  • Women want explanations, not lectures.
  • Women look at their money in terms of life goals, not just buying power.

 

At Fickling Wealth Management we regard the capacity to listen as fundamental to the success our practice.

 

Business Owners & Fickling Wealth Management

We have developed considerable expertise in advising business owners about their succession and sale strategy.

 

Fact – Founding your business was the most important financial decision you ever made.

Fact – Preparing your business for succession or sale is the second most important.

Fact – Only 10% of business owners have written business succession or sale plan.

 

We will assist you to maximize your corporate assets, organize your company for sale to a third party, transfer it to a family member or members, or structure a management buy-out.

 

Contact us

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