Grow, protect, and preserve your wealth.
Because it’s what you have, after you have it all, that counts.
Integrated Wealth Management
At Carrick, we’re committed to helping you get the most from your wealth.
Understanding the power of money and how to turn it into lasting wealth requires specific strengths and skills. Successfully growing, protecting, and preserving wealth is the true test of any strong financial character.
We understand how hard you’ve worked for your money and as leaders in wealth and capital management, we see our role as a guide leading you towards achieving your financial goals. There is no one-size-fits-all and by truly understanding your dreams, ambitions, and goals we are able to provide you with a bespoke wealth plan to see you safely through life’s journey.
As an independent financial services advisory, we take our role of financial advisers seriously: to ensure your wealth grows, is protected, and is preserved.
Your wealth needs to work hard simply to retain its value.
Your financial plan should take into account the return you require from your investment portfolio to provide for the future needs of you and your family. Just as you are unique, with Carrick your financial plan will be tailor-made with strategies that meet your individual circumstances.
Is your wealth protected from the unpredictability of unexpected life events?
Planning for these situations mitigates risk and alleviates uncertainty. Being prepared will protect your investments and income by insuring against unpredictable circumstances.
You have dreamed, planned, invested, and grown your wealth. You have taken steps to protect it in order that it may continue to grow. Now you need to preserve your wealth for the long term.
By developing the right structures, you will preserve and pass on a legacy of personal and family wealth, and business assets.
Entrepreneurs should approach their personal financial and wealth plan the same way they plan a business venture
Entrepreneurs are not risk takers, they only take calculated risks. There’s a big difference, says Leonard C. Green, entrepreneur, author and teacher at Babson College, rated the top US business school for teaching entrepreneurs. With a business and financial plan in hand, they are also strongly focused on making the venture work, taking calculated risks,…Read More
It’s a strange but very true phenomenon in the corporate world that top executives often spend their lives steering their company and its financial fortunes to excellence but pay scant attention to their own personal financial plan. While they study their company’s balance sheet almost daily, their own lies tucked away somewhere in a drawer…Read More
Cape Town, Tuesday, 12 July 2018 – Carrick Wealth is proud to announce another benchmark-setting addition to its portfolio of bespoke financial advisory and management services. The establishment of a Family Office will cater to the unique needs of ultra-high net worth individuals that wish to take advantage of more effective offshore structured offerings available…Read More
Because it's what you have, after you have it all, that counts.