Posts Tagged ‘finance’

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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Be wise, be protected against the risk of unforeseen life events

Two unpleasant issues that most of us like to avoid thinking about, are death and critical or debilitating illness, with resultant potentially disastrous consequences for our continued financial wellbeing and welfare of our families. However, with good financial planning and investing in the appropriate risk cover, the negative financial consequences so often associated with such…

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The vital importance of having an up-to-date Will

The final contract or legal document of your lifetime will be your Will if you have one. It is also the expression of your final wishes of what should happen to all that you have worked so hard for during your life. A legally valid Will should therefore be the cornerstone document of your estate…

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Carrick strengthens onshore financial division

Cape Town, Friday, 27 July 2018 — The Carrick Group today announced the appointment of Paul de Waal to head the company’s new local (onshore) division. This follows his promotion to the position of Director: Wealth and Advisory. Carrick, an independent financial advisory service, is renowned for providing its clients with specialist financial advice in…

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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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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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