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Grow, protect, and preserve your wealth.

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

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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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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Carrick Wealth capitalises on complementary strengths

Cape Town, Wednesday, 03 July 2018 — Carrick Wealth announced the promotion of Mike Potts and Greg Stockton to the positions of Joint Managing Directors, a move seen as utilising their complementary strengths. The appointment is effective immediately. Carrick Wealth Chief Executive Officer Craig Featherby said the appointments would hasten the company’s growth and expansion.…

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Being in the business of service to our clients

By Kieron McRae, Director: Development and Brand, Carrick Wealth When selecting a financial advisory firm to manage your wealth and investments – or if you have already engaged the services of an advisory – a critically important test would be to ask yourself: what do they really offer me? How can they truly help me?…

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