Carrick Wealth

About

Carrick is a true leader in wealth & capital management. We guide high net worth individuals onward to real dominion over their financial future.

Description

Winners of the International Adviser Best Practice Adviser Awards 2016 for Excellence in Investment Planning and Excellence in Business Transformation.

Carrick is a true leader in wealth and capital management. We are stewards who guide high net worth individuals onward to real dominion over their financial future. Helping them to leave a lasting legacy of wealth.

The Carrick seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financial institutions.

Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.

Mission

Company Culture:

Carrick champions respect, integrity, professionalism, mentorship and character development. We seek out the people who display the qualities that we admire. From bottom to top, every Carrick champion is a leader in their own right.

Company Growth

We are always growing, yet never too big to learn. Never afraid to stay the course when called on to do so, but always ready to change the path to stay ahead. We take charge and act independently when required, but are always prepared to take another’s lead when the time is right. By standing on the shoulders of one another, we achieve the heights to which we aspire.

Transparency:

No matter how liquid your portfolio, trust is one thing that can never be purchased. It is something that compounds over time through strict adherence to an unquestionable code of conduct. Carrick not only complies with mandatory industry requirements and ethical practices. Trustworthiness is written into our constitution as a company.

Carrick Cares:

ur support of Signature of Hope Trust is one such pursuit that is making a difference. Signature of Hope Trust is an approved non-profit organisation that helps successful individuals and companies to uplift communities in Africa.

See more on how you can help:

http://carrick-wealth.com/carrick-cares/

Products

Offshore and local lump sum investments
Retirement and Pension Planning:

http://carrick-wealth.com/retirement-and-pension-planning-2/

Fiduciary and Estate Planning
Investments:

Wills
Trusts

http://carrick-wealth.com/fiduciary-and-estate-planning/

Investments:

Portfolio Management
Personal Portfolio Bonds
Investments

http://carrick-wealth.com/investments/

"At Carrick, we're dedicated to helping you get the most from your wealth.Money is transient by nature even when there's so much of it around. It takes a special kind of leader to understand the power of money and how to turn it into lasting wealth. Growing, protecting and preserving wealth is the true test of financial character.Carrick are leaders in wealth and capital management. And as leaders, we see our role as helping you achieve your goals by guiding you. We understand how hard you've worked for your money, and we keep it growing and keep it secure.As experienced Wealth Specialists, we understand the importance of wealth and believe that no one is better placed to help you grow wealth, protect it and preserve it."