Carrick Wealth’s new financial services website sets high standard for satisfying client experiences

In the fast-changing world of today, there’s much value for any business and the client relationship in having an innovative, easily accessible and navigable website. Not only does it showcase the business and what it offers but it also provides a handy first point of contact and entry and can serve as an ongoing tool for maintaining a sound relationship with clients.

So, as an integral part of its holistic, client-centric approach to providing integrated financial planning, leading financial services group Carrick Wealth has just launched its innovative and exciting new website.

In step with the changing times and challenges, the new website raises the bar and sets a high new standard for client servicing satisfaction and an enjoyable experience in the financial services industry. It offers clients and other visitors an unparalleled experience with fingertip access to everything from the company’s people to services, group companies, the business process, news and information, and much more.

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Meeting Changing Demands and Challenges

“Living in these demanding times with new challenges arising all the time, the vastly improved and modernised Carrick website meets these challenges head-on. At the same time, it fully reflects our proud service tradition of providing a superb holistic, integrated and client-centric experience,” says Craig Featherby, Founder and CEO of Carrick, a multiple award-winning financial services group with offices in South Africa, Zimbabwe, Malawi and Mauritius.

“Our new central website serves as a user-friendly, single platform of information and guidance, with easy access, usability and navigation built in to assist our clients with Carrick’s integrated approach to financial planning. We have also been mindful to avoid industry jargon and complicated language, sticking to easy-to-understand financial terminology. Now, anyone visiting the website can easily navigate their way around all that Carrick has to offer in meeting their financial planning needs and goals. And they can do so without even leaving the comfort of their home or office.”

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Carrick’s Threefold Offering

The website has been structured around Carrick’s threefold offering, namely:

Being leading experts in Offshore Wealth Management Solutions

Being well-established across Southern Africa and expanding

And providing a holistic approach to integrated planning solutions

Clients and other visitors to the new website can learn everything about the Group’s full business process and services, thus empowering them by allowing them to know exactly what to expect up front.

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Carrick Companies and Solutions

The website allows individual visitors access to all the various group offerings. Here they can learn more about how to optimise and diversify their Offshore Wealth Solutions as well as how they can ensure that their South African Wealth Solutions provide a sound foundation for maximum growth, preservation and protection of their wealth.

Visitors can also find out more about how Carrick Property can enhance their financial freedom through international property investment. Together with trusted currency experts, Carrick FX can assist clients with foreign tax clearance and currency transfers. And Carrick Consult provides personalised fiduciary and financial services for optimal growth and protection.

to view Carrick's Companies and Solutions.

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Where Carrick’s People and Clients Meet

Featherby says that because of the Carrick philosophy that people are the biggest asset of any business and the foundation of any business relationship, special attention was paid to this aspect.

“We want our clients to engage with an adviser with whom they feel comfortable in building a long-term relationship. We also want them to know the faces behind the different facets of our operation. So, to this end we have provided informative profiles of all our people on the website, including everyone from our executive leadership, management and operations teams to our advisors and wealth managers,” says Featherby.

to view our People.

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News and Information

Featherby says that because of the Carrick philosophy that people are the biggest asset of any business and the foundation of any business relationship, special attention was paid to this aspect.

“We want our clients to engage with an adviser with whom they feel comfortable in building a long-term relationship. We also want them to know the faces behind the different facets of our operation. So, to this end we have provided informative profiles of all our people on the website, including everyone from our executive leadership, management and operations teams to our advisors and wealth managers,” says Featherby.

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to view the latest news.

For assistance or more information, contact your Carrick Wealth Specialist directly or alternatively contact us at

[email protected].

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