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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Carrick appoints Director of Acquisitions

Carrick Wealth today announced the appointment of Steve Brooks as Director of Acquisitions, effective immediately. Brooks will be based in the Johannesburg office. Carrick Wealth has appointed Steve Brooks to the newly created position of Director of Acquisitions. The post was created to complement the company’s already impressive organic growth and expand its AUM. Carrick…

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Concerned about the land expropriation debate? International property offers a good alternative

Politics, it seems, these days mostly involves the art of creating turmoil and uncertainty, certainly in South Africa, although other examples around the world also abound. Here however, anxiety levels have recently been rising around the controversial debate on expropriation of land without compensation and how that might in future affect your property rights, or…

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