Masterclass for executives: Addressing International Corporate Pensions to Create Global Financial Independence and Freedom

Recent client interactions have made us aware that in addition to the traditional worry of improving revenue and profitability they are also looking for a long-term savings vehicle outside of the rigid South African pension system. It is safe to say that these executives seek the peace of mind of knowing that they will have…

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Carrick Wealth Durban Opens New Doors

New office. New opportunities. New possibilities.                                         Durban, South Africa: On August 28, Carrick Wealth’s Durban branch opened its new office in Umhlanga Ridge. The new office now boasts more than double the floor area and…

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Women in leadership: Secrets for success

Samantha Taylor-Bowen – Carrick’s Director of Client Servicing, Training and Development – shares her advice to succeed as a woman in the financial services industry.   We’re almost near the end of August, the month dedicated to recognising women and their achievements. What better way to celebrate it than empowering young women in the financial…

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5 investment essentials: Lessons taken from a transatlantic SUP Crossing

While storyboarding for our new brand video with our official Brand Ambassador, Chris Bertish (watch it here), I found myself reflecting. Throughout the entire process of both opening Carrick Wealth’s doors in 2014 and sponsoring Chris’s transatlantic SUP (Stand-Up Paddleboard) Crossing in 2017, something occurred to me. This is that there are indeed valuable lessons…

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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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