Entrepreneurs should approach their personal financial and wealth plan the same way they plan a business venture

Entrepreneur & Personal Wealth Management - Carrick Wealth

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

Mike Fannin, Managing Director: Family Office

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

Mike Potts & Greg Stockton - Carrick Wealth

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

Carrick Wealth on Business in Client Service

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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International property… an excellent addition to diversifying your investment

International Property - Carrick Wealth

A diversified investment portfolio is the tried and tested mantra of professional investment and wealth management specialists everywhere. But one area of investment strategy that is sometimes overlooked, is that of investing in international property. Investing in property in one of a growing number of attractive international markets can add significant value to one’s investment…

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Carrick Wealth Botswana appoints Ben Nevin to head business

Ben Nevin - Carrick Wealth

CAPE TOWN 21 May 2018 – Carrick Wealth today announced the appointment of Ben Nevin as Manager: Wealth Management and Advisory – Botswana. Ben Nevin showed his leadership strengths while working as a Wealth Specialist for Carrick Wealth in the Western Cape, where he was also a member of the company’s internationally recognised award-winning Client Servicing…

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Seven must-know financial facts for the expat teacher

International Teachers Retirement Plan for Expat Tutors

Teaching abroad provides a number of interesting and exciting opportunities, from travelling to exotic countries to building a nest egg, and from making a difference in the lives of your students to making connections through expat communities. While you are enjoying the benefits of an expat teacher, you should also consider the financial elements of…

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Is your ‘offshore investment’ truly offshore?

Truly Offshore Investment - Carrick Wealth

A seven-minute read By Kieron McRae Much has been written and said in South Africa in recent years about diversifying one’s investment portfolio. One of those options is investing offshore to access international assets and as a hedge against rand-denominated and South African political risk. As an investor you may have followed this advice by…

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The essentials of estate planning

Estate Planning Essentials - Carrick Wealth

Estate planning is an inescapable fact of life but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries. Below are the considerations for estate planning, along with some very good reasons you shouldn’t leave it for a…

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