Posts by Carrick Wealth

Another exclusive issue from Carrick and Absa – capital protected, fixed return, plus global growth

Great opportunities rarely repeat themselves. But there are exceptions. Following the outstanding success last month of an exclusive investment offering by Carrick Wealth in association with Absa Bank, another note has just been issued offering the same superb investment opportunity: invest in rands with your capital fully protected, receive a fixed return and benefit from…

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Be wise, be protected against the risk of unforeseen life events

Two unpleasant issues that most of us like to avoid thinking about, are death and critical or debilitating illness, with resultant potentially disastrous consequences for our continued financial wellbeing and welfare of our families. However, with good financial planning and investing in the appropriate risk cover, the negative financial consequences so often associated with such…

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The vital importance of having an up-to-date Will

The final contract or legal document of your lifetime will be your Will if you have one. It is also the expression of your final wishes of what should happen to all that you have worked so hard for during your life. A legally valid Will should therefore be the cornerstone document of your estate…

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

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 strengthens onshore financial division

Cape Town, Friday, 27 July 2018 — The Carrick Group today announced the appointment of Paul de Waal to head the company’s new local (onshore) division. This follows his promotion to the position of Director: Wealth and Advisory. Carrick, an independent financial advisory service, is renowned for providing its clients with specialist financial advice in…

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Politics, your wealth and your investments

For some years now the political situation in South Africa has been quite unstable and uncertain, with adverse knock-on effects for the economy that impact on the financial wellbeing of every person, from the ultra-high net worth individual to the very poor. In February Cyril Ramaphosa became the new president, providing for some relief and…

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