Grow, protect, and preserve your wealth.

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

Holistic Financial 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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Discretionary fund managers and your financial strategy

Like almost every industry, financial services is undergoing enormous change. Despite the turbulence, Carrick Wealth continues to place its clients’ needs at the core of its business philosophy and implementing best practice that ensures the highest levels of financial advice are maintained. A crucial element in negotiating the changes has entailed advising and offering a…

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Continued global and domestic uncertainty calls for safeguarding of investments

Ongoing volatility in the South African domestic political theatre, shifting dynamics in other countries of the region and sudden volatility that rattled stocks and investors globally since last Friday, have one consequence in common: continued uncertainty. Uncertainty brings heightened risk that should inspire investors and high net worth individuals everywhere to take appropriate action: reassess,…

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Shaking off Blue Monday

The latest stumble on the US exchanges may have shaken the global market, but the unpublished statistics point to a brighter long-term forecast. The Dow Jones fell more than 1500 points at one stage on Monday, 5 February, the worst intraday rout in US market history, while the S&P 500 followed a similar trajectory, declining…

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