Advice & Comments

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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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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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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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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