Archive for January 2018

Be the Change

Over the extended Christmas period I thought of many things, but the single biggest question I asked myself all holiday was: “What key issues should financial services businesses focus on to increase sales and profits in 2018?” Well, there is only one answer to that: our clients. That may sound glib, but the client was,…

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Save on tax with a Retirement Annuity before 28 February

The end of the tax year – 28 February – is fast approaching. If you as an investor or taxpayer have not done so already, now is the time to make use of a great government incentive that encourages people to save for their retirement in a tax-efficient retirement annuity (RA). Making use of this…

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Carrick appoints Rashay Makan to Board of Directors

CAPE TOWN – Carrick Wealth announced the appointment of Rashay Makan, Director of Strategic Projects, to the Board of Directors. Makan joined the company in 2014 and his duties recently included the position of Managing Director of the Carrick Development Academy. Chief Executive Officer Craig Featherby said the appointment reflected the high regard with which…

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Carrick appoints new head of international offices

CAPE TOWN, 03 January 2018 – Carrick Wealth Management today announced that Greg Stockton would head up all its international offices – Zimbabwe, Botswana, Malawi, and Mauritius – following his promotion to the Board of Directors. CEO Craig Featherby said Stockton was the ideal person for the post, pointing out that he had developed, nurtured,…

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