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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
Premium Property In France Piques Investor Interest

Looking to expand your offshore property portfolio? If you want a stable, low-risk investment that gives you a fixed income on your money year after year, offshore real estate is still one of…

Advice & Comments
Never Panic in a Market Sell-off

Many private investors have made basic – and expensive – investment errors during market downturns. Here’s what they’re doing wrong, and how you can avoid the same mistake.  As an example, the COVID-19 pandemic played…

Advice & Comments
12 Tips to Help Your Children Purchase Their First Property

Investing in property is an opportunity for young adults to build future wealth and offers a tangible asset. The younger they start, the better the returns and they are more likely to purchase multiple properties if they start…

Advice & Comments
Week in Review: Bond Yields Rise

Major global equity markets pulled back sharply over the week in response to a steep rise in yields. Inflation worries and stronger-than-expected economic data, combined to push the yield on…

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#Budget2021: Budget Highlights

Finance Minister Tito Mboweni tabled the national budget in Parliament on Wednesday, 24 February, outlining South Africa’s spending, tax and borrowing plans for the next three years. There was good…

Advice & Comments
Going It Alone Vs Using An Advisor

Would you build your own home? Service your car? Or willingly home school your children? Probably not. After all, each requires specific and precise skills if you are hoping to achieve a masterful result. So…

Advice & Comments
Carrick Partners: Growing The Financial Industry

A franchise-oriented company that taps into the wealth of rural South Africa, Carrick Partners also offers a lifeline for smaller financial brokerages that can grow their practices with solid support and reduced risk.   When Carrick CEO…

Advice & Comments
Opportunities In The SA Bond Market

South African bonds were in high demand at the close of 2020. What is the opportunity for local private investors?  By almost any measure, 2020 was a stinker. Between the COVID-19…

Advice & Comments
Week in Review: U.S. Treasury Yields Touch One-Year High

U.S. inflation concerns captured the headlines this week as the prospect of another major fiscal stimulus package for the U.S. economy saw investors positively recalibrate their expectations for growth and…

Advice & Comments
Hot Offshore Property Developments

Carrick clients are showing a keen appetite for offshore property. If you’re in the market for a sound investment, there are very attractive new developments in London and Berlin that are now open to investors. While the global economy has taken a…

Advice & Comments
The What, Where And Whys Of International Pensions

High-net-worth individuals, globally-orientated executives and young professionals from across the African continent are increasingly being drawn to including international pensions in their wealth diversification strategies, both from a risk-mitigation perspective and to help build greater certainty into their…

Advice & Comments
The Missed Opportunity Of Your UK Pension

If you’ve ever worked and lived in the UK – whether for a few months a few years ago, or for many years until a few months ago – it’s likely that during that…