General Interest

Setting goals that will make you financially independent

If you haven’t reviewed and set your financial goals for 2019 yet, you may be missing the boat to your personal financial success and well-being! Now would be a great time to get on board and do so. Financial goal-setting is vitally important for anyone’s peace of mind – it’s simple and doesn’t take much…

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Q&A with Anthony Palmer CA (SA) – Equities versus Fixed Income

In these uncertain times, many people are anxious about the markets and wrestle with deciding what their best investment options may be, especially when it comes to a choice between equities and income funds. Anthony Palmer, Director: Corporate and Client Solutions at Carrick Wealth, shares with us his views on the issue. It should, however,…

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Protect yourself and your business

Building a successful business requires much planning, often a lifetime of hard work, investment that may include your personal financial resources, and does not come without risk. And yet there is one area of proactive risk management that many business owners, partners or shareholders often overlook, or are even unaware of. These “hidden risks” are…

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Offshore diversification: a long-term strategy, not a kneejerk reaction

By Mike Fannin Managing Director: Home Office Carrick Wealth   Many South African investors are taking another look at offshore diversification as they watch rand weakness and political developments – especially the forthcoming elections – with much trepidation. Faced with so many uncertainties and potential risk, there’s no doubt that now may be a good…

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Carrick Wealth wins another prestigious International Adviser Best Practice Adviser Award

Carrick Wealth has done it again. For the third consecutive year, the Cape Town-based wealth management and investment advisory firm has won a prestigious International Adviser Best Practice Adviser Award, this time in the category for Excellence in Business Strategy. The annual awards are recognised as one of the international financial advisory industry’s most outstanding…

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Undecided about transferring money out of South Africa?

Many of us have been preoccupied lately thinking about the direction of the rand and how we can counter the effects of its movements and best protect the value of our wealth. With this in mind, you may have been weighing the pros and cons of moving some of your money offshore but are still…

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Another exclusive issue from Carrick and Absa – capital protected, fixed return, plus global growth

Great opportunities rarely repeat themselves. But there are exceptions. Following the outstanding success last month of an exclusive investment offering by Carrick Wealth in association with Absa Bank, another note has just been issued offering the same superb investment opportunity: invest in rands with your capital fully protected, receive a fixed return and benefit from…

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