Carrick Wealth is a registered financial services advisory specialising in South African and international financial planning. Carrick is also licensed in Zimbabwe and Botswana and holds three global licences in Mauritius. Carrick at all times maintains its independence with regard to product providers and asset managers, providing bespoke risk assessment, financial planning, and other services to high net worth individuals (HNWI). Through our own qualified and experienced wealth specialists, as well as through partnerships with industry leaders, Carrick is able to provide the highest levels of service both offshore and domestic.
Our specialities: Investment Advice, Pensions Funds, Pension Transfers (QNUPS, QROPS, SIPPS), and Lump Sum Investment.