How We Work
Carrick’s philosophy and approach is deeply personal, providing clients with long-term success and differentiating us from other wealth management firms.
The Carrick Philosophy
At Carrick, we set our sights on your financial goals. Whether it’s sending your children to a globally recognised university, retiring to a seaside home, or funding an ambitious business idea, we pave the way to your desired financial future.
Our approach is personal and our investment solutions bespoke. We believe you should live a rich, meaningful life.
What to Expect
These five steps outline the initial process of creating a financial plan for a new client.
Meet with a Carrick Private Wealth Manager
Build a suitable financial plan
Our servicing commitment
Meet with a Private Wealth Manager
To meet with one of our experienced wealth advisors, select a day and time that suits you and we will be in touch to finalise your session.