
At Carrick Wealth, our offering extends beyond investment. We strive to provide additional essential solutions to diversify and grow your portfolio.

CARRICK INTERNATIONAL PROPERTY
Diversify your portfolio and explore investing in international property with access to secure, high-growth and developed property jurisdictions.

CARRICK FX
Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.

CARRICK CONSULT
Optimise and grow your investments with Private Wealth Managers dedicated to helping you get the most out of your wealth.

CARRICK GLOBAL WEALTH LIMITED
Comprehensive wealth management and financial advisory services, for British citizens and others currently working or residing in the UK.

CARRICK ATHENA
Join a community of like-minded women and take charge of your financial future by building goal-based investment plan.
ADVICE & COMMENTS, GENERAL INTEREST, LATEST ARTICLES, READ
Retirement Planning 101: Cover the basics now. Reap the benefits later.
Who among us hasn’t been prone to procrastination at one or another stage in our lives? (If you can’t relate… we’d like to do a feature on you.)
If there’s another thing we do know, it’s that many South Africans simply haven’t saved enough money to maintain their desired standard of living for their retirement years. Considering that the cost of living has become so high, retirement planning isn’t something to put off until later.
We asked Anthony Palmer, Carrick’s Director for Investments and Products, what his take on retirement planning would be if he was allowed only one sentence. His reply summarises it aptly.
“Instead of getting paralysed by trying to cover every possible aspect of retirement planning perfectly, rather break it up into simple, executable basics – then cover the basics excellently”.
Anthony Palmer
Here are our 4 tips for getting back to the basics of your daily finances and long-term financial planning.
We tell ourselves many things to serve our own needs for immediate gratification
No, retirement planning is the one area of your life where justifications just don’t cut it. You can be overweight, unfit and/or underperform on that test, but do you really want to spend your retirement full of worry and struggling to get by?
If you would like a review of your wealth portfolio, or assistance with your retirement planning, one of Carrick’s team members are available to assist you at wealthmanagement@carrick-wealth.com
Related Posts
Week in Review: Soft Economic Data Weighs on Investor Sentiment
U.S. indexes ended the week mixed, as fears of a recession weighed on investor sentiment. Investors interpreted weak U.S. economic data as bad news for equities, rather than a sign
Week in Review: U.S. Inflation Continues to Slow
2023 has started the year with equity markets rising, bond yields falling, and the U.S. dollar weakening, very different to the trends that prevailed in 2022. This week’s all important
Week in Review: U.S. Labour Market Remains Robust
Friday’s employment report in the United States turned sentiment back in a positive direction as investors weighed a renewed possibility of the Federal Reserve (Fed) achieving a soft landing. The