Carrick Partners assists existing advisors and advisory firms in optimising their careers and businesses through access to our market-leading global product suite. We are Carrick Partners
Carrick Partners assists existing advisors and advisory firms in optimising their careers and businesses through access to our market-leading global product suite and by providing compliance and administrative s
upport. Carrick Partners consists of 3 fundamental pillars:
Increase revenue - by giving better advice to a bigger audience on a wider range of financial planning solutions. Carrick’s global approach to wealth planning means that every one of your clients, no matter where they live, will no longer be restricted to local markets and local product provision only. Simply put, spend more time doing what you want to be doing: meeting and advising your clients on better financial futures. Future-proof your future - by growing your book and business within an agreed “book buy-back” framework. Nothing gives you greater peace of mind than a secure financial future. About the Carrick Group
The Carrick Group is an authorised and fully licenced financial services provider specialising in financial planning, integrated wealth management and investment solutions for high-net-worth (HNW) clients in South Africa, across the African sub-continent and internationally. Carrick has its head office in Cape Town and additional offices in Johannesburg and Durban. We are also licensed in Zimbabwe and Malawi and hold three global licences in Mauritius. For the past four years, Carrick has won a number of prestigious international best practice awards as a financial and investment advisory. Most recently we were awarded International Adviser’s Best Practice Adviser Awards in the categories “Best Adviser Support Team” and “Excellence in Marketing”.
