Archive for Jun 2018

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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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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