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Carrick House, The Forum, Northbank Lane, Century City, Cape Town, Western Cape

Company Size

100+ Employees
About Carrick Wealth
Carrick is a full service financial service advisory specialising in offshore investment structures. Our services range from all types of insurance, investments, and tax planning to pension transfers, education and retirement planning. Established in October 2014 Carrick is fully regulated in all the jurisdictions that we operate in. We have offices in Cape Town, Durban, Johannesburg, Harare (Zimbabwe), Gaborone (Botswana), Blantyre (Malawi) and Ebene (Mauritius) where we hold three global licences. Our Values We live the core values of integrity, transparency and professionalism, integrity. We are always looking for individuals who live out the qualities we admire. We believe that regardless of rank, each Carrick champion is considered a leader in his or her own way. Growing and cultivating a leadership culture throughout the business is a key focus. For us, this means that we need to lead by example. Carrick Development Academy - Graduate Development Programme Developing the next generation of financial advisers, the Academy attracts the best-in-class graduates. The action-packed 18 month paid internship provides graduates with an opportunity to work with and learn from the best. Successful graduates from the Academy will be deployed within the Carrick Group. Award Winning Advisory Carrick was awarded wins in the International Adviser Best Practice Adviser Awards 2017 in the categories of Excellence in Client Service and Excellence in Marketing and Client Engagement. These successes, in addition to the two awards received in 2016 for Excellence in Business Transformation and Excellence in Investment Planning, are a testament to Carrick’s dynamic impact on the financial services landscape and the sophistication of our financial services offering. Corporate Social Responsibility We are passionate about Africa and committed to making a real difference in the lives of disadvantaged communities. Our chosen CSI partner is Signature of Hope Trust.
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