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Carrick Wealth: The Best Adviser Firm in South Africa

South African wealth management and investment firm Carrick Wealth has just been announced as the winner in the prestigious International Adviser Best Practice Adviser Awards 2020 as the Best Adviser…

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Advice & Comments
Building Greatness

At the Carrick Virtual Conference held on 14th January 2021, CEO Craig Featherby and his team outlined the strategy behind Carrick 2.0: The Next Chapter. When Carrick Wealth launched in 2014, it set about changing the face…

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Advice & Comments
The Psychology Of Wealth

Everybody thinks they want to be rich but what most people are really after is wealth. The main difference between being rich and wealthy is how sustainable your wealth is.    A rich person might only have…

Advice & Comments
Making Your Money Last During Retirement

Your golden years are the time when you want to do all the things you didn’t do when you were younger, travel, learn a new skill, play golf, fish, or simply spoil your grandchildren.   However, to ensure that your investments and retirement savings can stretch, for potentially 20…

Advice & Comments
Emigration: What Are Your Options?

An ancestral visa isn’t your only ticket to emigration. South Africans who are looking to relocate overseas can also seek residency – and possibly citizenship – through investment.   “It is a sad…

Advice & Comments
Week in Review: Growth vs Inflation Weighs on Sentiment

The August producer prices index released on Friday, had its biggest advance on record since 2010, with wholesale costs for businesses rising by 8.3% on an annualised basis and 0.7%…

Advice & Comments
When It Comes To Wealth Management, Is Bigger Better?

A mega wealth management firm with a value of about US$4.3 billion – roughly the same amount that Portuguese football star Ronaldo wiped off Coca-Cola’s value when he snubbed the drink during a press conference…

Advice & Comments
The First Steps Of Your Wealth Journey

Ready to invest, but don’t know where or how to start? Cover these basics first.   You don’t have to be an MBA graduate or a financial wiz to start investing.…

Advice & Comments
Factor Investing: What Do You Need To Know?

When you invest with a particular goal in mind, you require a strategy that fits your expectations. Like any good recipe, the best place to start is by assembling the ingredients and…

Advice & Comments
Week in Review: US Hiring Slows

Major US indices retreated on Friday after the August jobs report came in short of expectations with the U.S. economy creating 235,000 jobs in August, a sharp deceleration from previous…

Advice & Comments
International Pensions: Your Right to Protect and Preserve Your Financial Future

At Carrick we are committed to helping our clients to keep their wealth safe and maintain global buying power which is why we encourage them to invest offshore.  “South Africans are allowed legally to externalise up…

Advice & Comments
A Retirement Plan For Every Decade

How to save and invest in your 20s, 30s, 40s, 50s, 60s and beyond.  From the day you start working, you’re working towards the day you stop working. Strange as…

Advice & Comments
Week in Review: Business-as-usual at Jackson Hole

Headlines swung squarely to Federal Reserve policy and geopolitical uncertainties this week, with investors anticipating Fed Chair, Jerome Powell’s Jackson Hole conference speech on Friday. Whilst market participants hoped that…

Advice & Comments
How to Diversify Like a Billionaire

How do billionaires become billionaires? If you had a rand for every person worldwide who has asked that question, then you would quickly attain these dizzying heights. Leaving aside inherited wealth or…