Financial New Year’s Resolutions - 2023 - Carrick Wealth, Property and Consulting

Financial New Year’s Resolutions - 2024

I hereby authorise and give the FSP, and/or his/her/their representatives and/or relevant operators permission to process my personal information for the purposes mentioned in the Carrick Consent and Authorisation document or otherwise allowed for or required by law.

I authorise the FSP, and/or his/her/their representatives may contact me from time to time to offer additional services or solutions to me.

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Private Wealth Manager (Full Name)

First Name

Last Name

Contact Number

Email Address

Please answer the following questions:

Ensure my planning is in order should I pass away, contract an unforeseen illness or be unable to earn an income

Review your life cover, critical illness, and income disability benefits

Review your will and trust(s)

Provide a comprehensive succession audit and estate plan

Safeguard my assets from a negative 2024 SA Government election outcome, continued slow economic growth and Rand weakness

Mitigate risk by increasing your offshore investment/asset exposure

Review your current ownership structures (trusts, companies, endowments, retirement funds)

Understand ‘looping’ and setting up an offshore holding company/trading company for your business

Optimise my investment risks taken and returns received

Reassess your investment risk profile

360° portfolio review – both offshore and local

Reduce portfolio risk and create investment stability by utilising structured notes and guaranteed return solutions

Improve my offshore and local retirement planning strategies

Pre-retirement planning

‘At’ retirement planning (3 years to go)

Post-retirement planning

Leverage available tax and estate duty breaks

Review your tax and estate planning to ensure available tools and solutions are being maximised to your advantage

Provide my children and/or grandchildren with a financial head start in life

Start a tax free savings account (TFSA) for your children and/or grandchildren

Provide my child with an overseas education by utilising a direct offshore monthly savings solution

Bolster my local property portfolio with international property

Diversify into UK property

Leave South Africa to live in a safer and more stable jurisdiction

Explore options for a foreign passport / residence permit

Investigate applicable Reserve Bank and SARS processes and the implications of emigrating

Understand how your investments, retirement funds, and risk benefits will be treated

Any Further Comments

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