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British Desk

When talking about important matters such as your wealth management as an UK expat living abroad, you’d want to talk to an expert who fully understands where you are coming from. Talk to our team of highly experienced financial planning experts.


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South African Desk

When talking about important matters such as your wealth management as a South African expat living abroad, you’d want to talk to an expert who fully understands where you are coming from. Talk to our team of highly experienced financial planning experts.


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Anwesenheit in Deutsch

Sprechen Sie mit uns in ihrer Sprache
Wenn sie über wichtige Themen wie zum Beispiel ihre Vermögensverwaltung sprechen möchten Sie das in ihrer Muttersprache tun oder in der Sprache in der Sie sich am wohlsten fühlen. Wenn sie Deutsch sprechend sind, dann wählen sie unseren professionellen Vermögensexperten, der ihre Sprache spricht.


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Praat met ons in jou eie taal

Wanneer u praat oor belangrike sake soos die bestuur van u welvaart, wil u dit doen in u moedertaal of, in die taal waarmee u die meeste gemaklik is. As u Afrikaanssprekend is, kies ons professionele welvaart-spesialiste wat u taal praat.


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Fale conosco na sua língua

Quando falamos sobre assuntos importantes, tais como a gestão de património, você quer fazê-lo na sua língua materna ou na língua com a qual se sente mais à vontade. Se você fala português, então selecione os nossos especialistas em gestão de património que falam na


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Hable con nosotros en su idioma

Cuando se trata de asuntos importantes, como la gestión de su patrimonio, y quiere hacerlo en su lengua materna o en el idioma con el que se sienta más cómodo, seleccione a nuestros especialistas con experiencia profesional que hablen su idioma.


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Integrated Wealth Management

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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.

GROW

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.

Protect

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.

Preserve

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.

Latest News

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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,…

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Why don’t corporate executives pay enough attention to their personal financial affairs?

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…

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Carrick Wealth announces new Family Office providing niche service to the ultra-wealthy

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…

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Because it's what you have, after you have it all, that counts.