At Fickling Wealth Management, we follow a rigorous eight (8) step investigative process for every client in whose interests we act.

Our objective is to go beyond the obvious and the routine. We search out frequently ignored or overlooked aspects of client financial expectations, hopes and dreams. Our process is forensic, exhaustive, and effective.

  1. Discovery – We develop a deep understanding of your goals, both personal and financial.

  2. Investment Policy Statement (IPS) – This is the blueprint for your investment strategy.

  3. Investment Proposal – This is your recommended investment plan, approved by you.

  4. Financial Planning – We undertake a forensic analysis of your total financial situation.

  5. Insurance Analysis – We help you protect what you have worked hard to build.

  6. Will & Estate Review – We probe and resolve your estate planning concerns and goals.

  7. Tracking – We monitor portfolio performance and give you timely updates.

  8. Reviews & Re-Balancing – As your needs and markets evolve, we adjust your plan accordingly.

As part of our investment and wealth building process you will receive detailed account statements, portfolio review statements, portfolio transaction updates, and tax reports.