Crafting Legacies, Building Generational Wealth
Our mission
Our mission is to help clients grow and protect their wealth so that their children and grandchildren can thrive without financial barriers. Through smart investing, tax strategies, and long-term planning, we ensure their success isn’t just sustained but passed down for generations. This is wealth with purpose. This is legacy, reimagined.
The Map Framework
We have found three critical things for financial success
Mindset
Some are unable to achieve success because of their own biases and psychological barriers. We use strategies and education to help clients overcome these barriers.
Action
Even if you have the right mindset without appropriate action you will not achieve your objective. We make the implementation and execution as seamless as possible.
Plan
A well-constructed plan will help to achieve the outcome sooner. As financial planners, this is a key part of our expertise. This is the final step to achieving a successful outcome.
Testimonials
What our valued clients say about us.
I had the fortunate luck of being introduced to Sheshan in 2020. On our first meeting I knew I was in good hands and he “got me”. I did not feel judged or just another client, and Sheshan was sympathetic to my financial situations. I was in a very difficult place in my life at age 53 with tax and financial issues and with solid communication and genuine care, guidance and immediate attention, he has resolved all my financial issues and has put in place all the tools I need to make my life a much better one. He has also recommended outside entities to manage refinancing my mortgage which has also changed my life for the better.
Sheshan communicates with me regularly, keeps me updated, and has never given up on me. I cannot thank him enough for getting the financial side of my life back in order. (BTW my partner is now one of his clients!).
L Cortis
I am undeniably pleased with the service that you provided us last year. It is really great to work with a financial adviser who is truly interested in their client’s needs, circumstances and requirements. The impressive part for me was the way you took the time to get full understanding of where I was at, your extensive knowledge, lateral thinking and your distinct method. Your professional ethics and caring approach elicits my trust and respect and I gladly recommend your services whenever or to whoever possible.
J Fernando
I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Your continual advice on financial planning issues has saved me a significant amount of money, especially with my Superannuation.
I am absolutely delighted with your service and I feel refreshed to work with a financial adviser who is truly interested in their client’s needs. I strongly believe a true financial advisor is one who genuinely cares for his clients, is knowledgeable and has the passion to achieve. You have truly impressed me with all your qualities and have gained my trust and respect for the sincere work you do.
S Joseph
Sheshan in my opinion is very client focused and is always looking for win-win situations even at the hardest of times. Sheshan came across a client who genuinely needed advice. Probably not the cream client a financial advisor would be after. But, sheshan after clearly listening to the client. came tor, discuss what we as a team achieve for her. Sheshan came up with a full plan to take the client out of a distress situation to a happy and healthy situation the client is in now after his ad. I have and would keep sending more clients to Sheshan as I value his advice personally.
S Rana
Latest insights
At Wick Financial, we believe that true financial success goes beyond just picking the right investments.
