Advice & Comments

Navigating foreign exchange as an essential element of offshore diversification

The many uncertainties of our times demand meticulous planning and sophisticated investment strategies to protect and grow one’s wealth. The key has always been diversification of one’s investment portfolio, which prudently should include a substantial offshore investment allocation. This immediately also brings to mind the complexities of the foreign exchange environment and finding efficient foreign…

Read More

Political uncertainty, volatility SA’s biggest enemy

Political uncertainty and its twin, instability, are currently South Africa’s public enemy number one. And the consequential impacts are largely economic.   The really bad news is that it is also the enemy of any serious investor, or anyone trying to plan their own financial future.   Foreign direct investment is not coming anywhere near…

Read More

Airways to close pension scheme – UK pension crisis continues

The decision to close a defined benefit pension scheme will hit tens of thousands of hard-working people in the UK — and it may not be limited to the employees of British Airways.   On Thursday [today], British Airways (BA) announced plans to shut down future contributions to its New Airways Pension Scheme (NAPS). The…

Read More

Protect your wealth

  Warren Buffet reputedly said that it takes twenty years to build a reputation and five minutes to lose it. The same could be said of wealth: it takes time to build but it can be lost in an instant. Your overarching principle should be to protect what you have built in order that it…

Read More

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…

Read More

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…

Read More