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

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

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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6 key questions to ask your financial adviser

Does your financial adviser tick all the right boxes? Financial advisory firms come in many shapes and sizes and by many names. On the surface they may all seem to generally offer the same services and advisory protocols. But if you delve a bit deeper, you are likely to find this is not entirely the…

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Retirement Strategy Options – SA and Offshore

Hope is a Poor Investment Strategy Hope or plan? We all dream about the perfect retirement plan: plenty of time to do what we love and sufficient resources to never stress about finances or meeting unexpected expenses. But what are you actually doing to make sure you realize your dream retirement? A surprising number of…

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Being in the business of service to our clients

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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Carrick Wealth to sponsor the Ambassadors Cup Polo Tournament

HARARE Friday, 01 June 2018 – Carrick Wealth announced that it would sponsor the prestigious Ambassadors Cup Polo Tournament, an annual event hosted by the Bushman Rock Polo Club. The event will take place on 7 July 2018 at Bushman Rock Safaris in Ruwa, 40 km from Harare. Andrew Moore, Carrick Wealth Zimbabwe Manager: Wealth Management…

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International property… an excellent addition to diversifying your investment

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

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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