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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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Is your ‘offshore investment’ truly offshore?

A seven-minute read By Kieron McRae Much has been written and said in South Africa in recent years about diversifying one’s investment portfolio. One of those options is investing offshore to access international assets and as a hedge against rand-denominated and South African political risk. As an investor you may have followed this advice by…

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The essentials of estate planning

Estate planning is an inescapable fact of life but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries. Below are the considerations for estate planning, along with some very good reasons you shouldn’t leave it for a…

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Are you losing half your pension growth to high fees?

Many investors remain uncertain as to whether their investments are aligned with their retirement needs, and how much they are losing to high fees. Would you be able to give a conclusive answer if you had to explain the finer details of your offshore investment portfolio? • What are the fees charged on your portfolio,…

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Your UK pension fund may be at risk from the deficit crisis

As an expatriate with a UK pension you may be somewhat alarmed by the significant storm that has erupted in the British financial media around the ongoing pension funds deficit crisis and the potential consequences for members of defined benefit (DB) pension schemes, also known as final salary schemes. And rightly so you should be,…

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