Carrick Wealth further expands with launch of specialist fiduciary planning division

Leading South African wealth and investment advisory firm, Carrick Wealth, has further expanded its offering with specialist fiduciary and planning services under the banner of its newly launched Carrick Consult division.

Already one of the fastest growing wealth and investment advisory firms on the African continent, this multiple-award winning group has recently aggressively been enhancing and expanding its range of services. The latest development comes hot on the heels of Carrick earlier this year also adding an international property division, Carrick Property, to its portfolio.

“Part of Carrick’s business credo as a dynamic and progressive group is to consistently develop and further enhance our fully integrated wealth planning and management solutions for our clients. With this in mind, we decided to launch our new specialist division, Carrick Consult, which has its own team of highly qualified and experienced professionals and its own dedicated, interactive website to allow our clients easy access,” says Anthony Palmer, Carrick Group Commercial Director.

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“This is such a vitally important part of wealth planning and management but is so often neglected or postponed by people because it requires time, focus and above all, expertise. And if you don’t know exactly what you are dealing with, even with regard to just the basic fiduciary and financial planning requirements of housing, protecting and preserving your wealth, you could easily make very costly mistakes.”

So, in order to provide their clients with professional experts who can deliver and will always act with integrity, Carrick Consult was launched, he says.

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Team of specialists

Carrick Consult has assembled a team of well-qualified and experienced attorneys, accountants and tax practitioners who will tend to their clients’ needs. The team will make sure that all fiduciary and legal requirements and safeguards are met, that clients’ wealth is housed in the appropriate and properly constructed and managed vehicles, and that it is protected and preserved for their retirement or for the beneficiaries of their testament after they have passed on.

Palmer says the Carrick Consult team will provide all the professionalism and attention to detail clients may expect and will deliver according to their brief in a timely manner and at a reasonable cost.

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Value-adding services

These services, Palmer says, will add significant value for Carrick’s clients. The services include:   

  • Drafting of Wills (Local and International)
  • Estate Planning and Administration
  • Trust Formation and Administration
  • Deceased Estate Administration
  • Corporate Restructuring and Commercial Agreements
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Informative dedicated website

To underpin the new service offering, Carrick Consult has also launched its own dedicated website - a one-stop platform for interactive engagement between clients and the Carrick Consult team and services. Regular informative blogs covering a variety of topics on the kind of services Carrick Consult offers will also be posted on the website. A sample blog post can be read at, The Benefits of Putting a Will in Place, or the Blog page can be visited on the Carrick Consult website for more topics.

 

“Carrick Consult is a perfect fit within the larger Carrick Group and our mission of providing sustainable and relevant solutions with the greatest care and professionalism to ensure the longevity of our clients’ wealth,” says Palmer.

More information

For more information about Carrick Consult, the firm can be contacted by email at info@carrick-consult.com or visit the Carrick Consult website where a contact form can also be completed for an appointment with a Carrick specialist.