Archive for July 2017

Don’t put your estate in the hands of the state

When it comes to looking after their money, a remarkable number of people ignore the single most important factor: what will happen to your wealth when you pass away? For young couples, this is an almost taboo subject. Who thinks of mortality in the bloom of life?   In conversations with clients and with colleagues,…

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Going offshore: Are you really sorted for retirement?

A reasonably common response when discussing international investments with prospective clients, is that they are “already sorted”. Understandably, people are apprehensive when disclosing their finances to a relatively unknown adviser. Often, they don’t have the inclination to dedicate the necessary time to ensure they have a sound international investment plan.   The uncomfortable truth, though,…

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Dual citizenship: Freeing you from geographical constraints

Daily, technological advancements and social networks remind me of how small and connected the world has become. We’re all just a phone call, email or Skype chat away. Long before this global lifestyle became the norm, Marshall McLuhan coined the term ‘global village’ to describe how our world would be increasingly “shrunk” by modern advances…

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A tale of many cities: Street-smart international property investments

A three-minute read   The news — fake or otherwise — bombards us with reports of global economic and political risk and the accompanying volatile climate. The savvy investor doesn’t allow this uncertainty to cloud their decision-making abilities. Instead, they remain level-headed, looking for ways to strengthen their investment portfolios to better insulate them from…

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Indecisive ANC policy conference necessitates forward planning

The National Policy Conference of South Africa’s governing party, the African National Congress (ANC), has come and gone, and the skies have not fallen. But in the weeks preceding it, many people were seriously concerned over what might emerge from it, and quite rightly so. For the talk in ANC circles became increasingly radical and…

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One thousand days — and counting

CAPE TOWN, Thursday, 6 July 2017 — Carrick Wealth reaches significant milestone on the road to redefining wealth management and helps re-charter the map of the financial services industry.   One thousand days to the day since launching, Carrick Wealth has gone from a start-up of six people to a successful company with more than…

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How to connect with millennials

Some joker said that pitching a financial plan to a Millennial (also known as Gen Y) needed to be done in 140 characters and involve at least four emojis. Like all jokes, there is a GIF of truth in it. But today’s Millennials are tomorrow’s clients. They  think differently about a lot of things, such…

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7 Top tips and tactics for young investors

Discuss the topic of investing with a group of young adults, and you’ll find most of us will agree that in our twenties and thirties, we’re often so absorbed in the here-and-now that it’s hard to picture a date far ahead in the future. However, “one day” when our retirement years start inching closer, we’ll…

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