Our Wealth Generation Journey
At Wick Financial, we take our clients on a Wealth Generation Journey. A carefully designed pathway to build, protect, and transfer wealth across generations.
This journey begins with a strong foundation, progresses through active wealth building, and ultimately leads to our exclusive Family Office services, our flagship model for clients who require the highest level of personalised management, coordination, and legacy planning.
Legacy and Generational Wealth
Financial Freedom
Legacy and Generational Wealth
Financial Freedom
Our packages
This package is ideal for clients who are just beginning their financial journey. Design to build a foundation and get them started. It covers areas such as superannuation, insurance, and basic cashflow and budgeting.
Investment starts from $2,310 per annum / $3,465 per annum for a couple.
This package is designed for clients who are in the building assets phase. It includes services related to superannuation, insurance, non-super investments, complex cashflow and budgeting, and basic tax planning.
Starting from $3,630 per annum / $5,445 per annum for couple
The Achiever package offers a holistic and comprehensive suite of ongoing services to clients. It is suitable for those with more complex financial situations.
Starting from $5,610 per annum / $8,415 per annum for couple
Our Flagship Model – Family Office Services
For families who have achieved significant wealth, our Family Office services represent the pinnacle of personalised advice, strategic management, and intergenerational planning. We safeguard and grow your wealth while ensuring it is transferred seamlessly to future generations. Beyond financial stewardship, we educate, mentor, and equip the next generation with the knowledge, discipline, and leadership skills to thrive and uphold the values enshrined in your family charter.
Each Family Office tier is tailored to your net wealth level and the scope of services you require.
Each Family Office tier is tailored to your net wealth level and the scope of services you require.
Best suited for net wealth between $5 million – $35 million
For families seeking the benefits of a family office without the expense of a dedicated in-house team. This model delivers holistic wealth oversight while leveraging our existing infrastructure for efficiency.
Includes:
● Centralised management of all financial affairs
● Coordination between accountants, lawyers, lenders etc.
● Consolidated reporting and performance tracking
● Estate and succession planning support
From $17,325 p.a.
Best suited for net wealth between $25 million – $150 million
Ideal for families wanting the full capabilities of a family office while sharing resources with a small number of like-minded families. This model blends personalised attention with shared infrastructure to deliver cost efficiencies.
Includes:
● All Virtual Family Office services, plus:
● Access to exclusive investment opportunities
● Shared access to in-house specialists
● Networking and knowledge-sharing among participating families
Best suited for net wealth above $100 million
A fully customised, dedicated family office built exclusively for one family. This model offers the highest level of privacy, control, and tailored strategy, with all resources and staff dedicated solely to your family’s needs.
Includes:
● All Multi Family Office services, plus:
● Dedicated staff and infrastructure
● Bespoke investment strategy, deal sourcing, and due diligence
● Full intergenerational governance and family council support