Invest like a goddess.
After almost a year of research, we understood that women think differently about money. We understood that women have different needs depending on where they are in their lives. We understood that these will be different to our male clients. That the investment gap between women and men is a real scenario and that the financial industry does not cater for women in the same way it caters for men.
Take a woman who goes on maternity leave for 6 months, with half day work for another 4 months after that. She will lose out on a year’s worth of investment opportunities… and when compounded this can have a devasting impact on her retirement years. We understood that this has to change.
Women think differently about money and so do our wealth specialists. Our women-led team understands that building trust is what matters most if you want a relationship to thrive. We were inspired by the idea of coming alongside powerful women to futureproof your financial journey. We know that it’s not just about today, it’s about the nurturer in you and where you will be tomorrow based on the decisions you have made.
Women… your significant “her”, be it your mother, your sister, your girlfriend, your daughter or … you… and her affinity for the little things that matter not just the big, an affinity for not taking anything for granted, we celebrate you. And we celebrate how you see things differently, including your money and what you want it to do for you. And, with the knowledge of the dedication it takes to build something from nothing and an affinity for the perfect solution, we will do everything in our power to secure your financial future no matter what path you find yourself on.
Our founder, Seanagh Fannin, has built a bridge between the old way of financial advising to an inclusive life goal model bound for greatness and, with an affinity to hear and see each one of her clients for who they really are, what makes her stand out is the assurance that she’s an active part of reaching their dreams and goals. Athena was the Greek goddess of wisdom and the warrior spirit… we want to inspire you to take your power back. After all, who doesn't want to be a goddess?
NO SHORTCUTS TO SUCCESS
The greatest of leaders will attest to the fact that there are no shortcuts to success. Wealth management is never a single step, but a life-long voyage, driven by sound financial principles.
GUIDED BY EXPERTS
Guided by insight, rationalised by market research, and supported by rigorous due diligence, our team of Private Wealth Managers help navigate long-term wealth.
UNPARALLELED CODE OF CONDUCT
Trust is the foundation of our client relationships. We cultivate solid, long-term client relationships founded on the sound principles of transparency, honesty, and professionalism.
Money is power, and women need more of both.
Carrick Athena is a community of like-minded women who are taking charge of their financial future by talking openly and freely about their relationship with money. We know that women think differently about money. So do our wealth specialists. Our women led team understands that building trust is what matters most if you want a relationship to thrive.
But let’s face it, Money is Power.
Money gives you the power and freedom to make choices for yourself and those you care about. The reality is that money talk is still a taboo subject and many women are extremely uncomfortable or often too embarrassed to talk about anything finance related, even to their closest friends or family. When faced with a life change, such as the loss of a partner, divorce, retrenchment or illness many women have few support structures and often feel disempowered, alone and frightened. When faced with making difficult financial decisions, this is when it is imperative to have a trusted relationship with a like-minded advisor that you can honestly talk to about your financial situation and how best to plan for the future.
At Carrick Athena, we focus on providing women with the financial support, power and security needed to make informed decisions. We understand that by expanding your knowledge, we hand the power over to you, so that you can reach your investment goals and have the confidence to make choices that fit your evolving life plan. While it’s true that women are more invested in their financial well-being than ever before, without the right knowledge and professional advice it can be difficult to make financially sound decisions and set realistic goals. Whether you’re just starting out, looking for your Plan B, facing a life change or are at the top of the investment ladder, there is always more to learn about how you can make your money work for you and how best to reach your financial goals.
Carrick Athena wants to give women the power to take charge of their own money. It’s time for women to talk freely and confidently about their wealth and money. We believe that striving for abundance and wealth is a life choice and every woman’s right. Lets’ start conversations about wealth and celebrate your money success stories.
Join the Carrick Athena community and take charge of your financial future.
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