What do you want yours to do for you?
Together we’ll get you there.
As women we tend to be goal-based investors and think differently how our finances should work for us. Whilst statistically we are likely to outlive our male counterparts, our pivotal life moments are likely to affect us differently too, meaning we will need to plan our finance journey differently and support ourselves for longer. 74% of women die single. Re-write your script. Become the author of your financial story. It’s not just about planning the next steps; it’s about claiming the pen. And the power.Â
The team of female wealth specialists at Carrick Athena understand that controlling and understanding your wealth is essential to achieving your goals. We create investment solutions powerful enough to ensure you live the life you want and personal enough to align with who you are, where you are in life and what matters most.Â
Your investment journey starts here… the beginning of something new. A shift in how you think about investments, finances, and what it makes possible.Â
I work with women at all stages of life. Some know a lump sum is coming their way; whether through inheritance or life changes. Others are sitting on funds they don’t yet recognise as powerful. The truth is: your money, collectively, can change your future.Â
This isn’t about starting small and seeing how it goes. It’s about making sure all your life’s investments are working together for you. You deserve clarity and a plan that reflects your full financial picture. Our women-led team of wealth specialists thinks differently about money walking alongside you to futureproof your financial journey, ensuring your money empowers your dreams, whether they are for independence, power, opportunity or the benefit of loved ones.Â
Your investment journey starts here… the beginning of something new. A shift in how you think about investments, finances, and what it makes possible.Â
I work with women at all stages of life. Some know a lump sum is coming their way; whether through inheritance or life changes. Others are sitting on funds they don’t yet recognise as powerful. The truth is: your money, collectively, can change your future.Â
This isn’t about starting small and seeing how it goes. It’s about making sure all your life’s investments are working together for you. You deserve clarity and a plan that reflects your full financial picture. Our women-led team of wealth specialists thinks differently about money walking alongside you to futureproof your financial journey, ensuring your money empowers your dreams, whether they are for independence, power, opportunity or the benefit of loved ones.Â
In answer to our clients’ questions, we constantly produce resources and host events which help women take control of their wealth. Explore, stay informed and be inspired by our content. We would love to see you at the next Carrick Athena event, or keep you up to date as a subscriber.
At Carrick Athena we are mindful of the pivotal moments that women experience and the financial impact that this will have on them. These podcasts are aimed at equipping you with the knowledge and tools you need so that you can be prepared, take the next steps and write our next chapter boldly, bravely and brilliantly
A free short course on the fundamentals of investing, offered in the form of videos covering key topics, all designed to help women take a more prominent seat at the financial decision making table.
Stock, bonds, ash. You’ve likely heard the lingo, but do you really know how differetn types of investments work?
Our team of Private Wealth Managers is here to guide you through your investment journey with expert advice and unrivalled experience. We believe in building strong relationships with our clients and partners. As a result, we are consistently ranked among the top advisory firms in South Africa, and are able to provide an unmatched offshore investment offering through our global partners.
