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Rewrite
Your Script

You’re not just navigating your journey,

you’re building your future.

Money is power &
women need more of both.

Creating a financial plan for your future is much like crossing a bridge. Meaning you know where you want to get to and have taken all possible elements that might affect you getting there.  This plan needs to work regardless of where you are in life’s journey, or the life changing events you may be experiencing. And whilst it is true that women are invested in their financial well-being more than ever before, statistically women will tend not to have a carefully considered plan of how to get them where they are wanting to go on their financial journey.

Understand Where You Are

Wanting to retire early? Buy a property? Pay off debt? A consultation with a Carrick Athena Wealth specialist will take a look at your current financial situation and help define your next steps/ goals/ core values.

Plan For Where You Want To Be

What then? We create a customized plan that prioritizes your goals and practical next steps, whilst tracking progress. You’ve lived the first chapters. Now it’s time to write the rest: boldly, bravely, brilliantly.

Build Your Wealth With Intention

Quarterly follow ups with your personal Carrick Athena Wealth Specialist to track progress , updates and advice.

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Wealth Solutions for
Women by Women

What to expect?

Role of Carrick Athena

We don’t write your story for you. We empower you with the financial literacy, structure, and support to author the life you want on your terms.

All Women Financial Planning & Wealth specialists

Carrick Athena is more than advice, it’s your circle, your sisterhood, and your biggest cheerleader. We’ve been there. Our team of all women professionals will guide you through the next steps.

Structured Investing

It’s a journey to financial freedom. One step at a time. The investment strategy we create for you will be entirely tailored to you, your needs and will work to get you to where you want to be.

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Bringing you Only the Best

We partner with leading local and offshore providers, to offer you a wide range of the very best financial products.

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Seanagh has been my wealth manager for the past 6 years. What a gem! Seanagh has an awesome personality. Seanagh is charming, with a great sense of humour, is caring and empathetic. She is committed to her work as a wealth specialist and is detail-oriented, very punctual and very ambitious. She always puts the client’s interests first.
- Althea Mason
- Althea Mason
Recently my wife and I had discussions with Seanagh Fannin of Carrick Wealth relating to overseas investment. I would like to record my thanks for the way she professionally handled our inquiry, providing all the detailed information requite to make an informed decision. She did not try to pressurise us into making a quick decision and went out of her way to explain all that is involved in setting up an overseas facility suited to our needs. I can thoroughly recommend Seanagh to anyone wanting to investigate such an investment.
- Client
- Client
Seanagh is the first person who has helped me with my personal finances, and I could not have asked for anyone better. She has really helped me to see my financial choices and situation in a different, more positive light and has motivated me to take this more seriously. What seemed like a trail of unthinking and messy decisions has now been reframed into considered and careful choices and the decisions I have made and continue to make seem to make more sense, economically and socially.
- Client
- Client
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Seanagh has been my wealth manager for the past 6 years. What a gem! Seanagh has an awesome personality. Seanagh is charming, with a great sense of humour, is caring and empathetic. She is committed to her work as a wealth specialist and is detail-oriented, very punctual and very ambitious. She always puts the client’s interests first.
- Althea Mason
- Althea Mason
Recently my wife and I had discussions with Seanagh Fannin of Carrick Wealth relating to overseas investment. I would like to record my thanks for the way she professionally handled our inquiry, providing all the detailed information requite to make an informed decision. She did not try to pressurise us into making a quick decision and went out of her way to explain all that is involved in setting up an overseas facility suited to our needs. I can thoroughly recommend Seanagh to anyone wanting to investigate such an investment.
- Client
- Client
Seanagh is the first person who has helped me with my personal finances, and I could not have asked for anyone better. She has really helped me to see my financial choices and situation in a different, more positive light and has motivated me to take this more seriously. What seemed like a trail of unthinking and messy decisions has now been reframed into considered and careful choices and the decisions I have made and continue to make seem to make more sense, economically and socially.
- Client
- Client
Previous
Next

Plan Your Financial Future

Learn More

Seanagh Fannin

Founder and Managing Director of Carrick Athena

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.

Schedule a meeting with one our female Private Wealth Managers below. We look forward to getting to know you and your financial journey.