Posts Tagged ‘financial services’

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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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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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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