
How to spend your hard-earned cash
Too many people spend money they haven’t earned, to buy things they don’t want, to impress people that they don’t like,” Will Rogers
We look forward to getting to know you
and your financial journey.
One of our wealth advisors will be in touch.
Whether you prefer reading articles over coffee, watching videos in between meetings, listening to podcasts during school runs or attending events with like-minded women, we have the content to get you inspired about wealth.
Are you truly planning, or just throwing a coin in a wishing well and hoping you get lucky? Welcome to The Wealthy-Her Podcast. A podcast designed to ignite inspiration and empowerment and promote a sense of community among women seeking financial and professional fulfillment…watch here
In this special episode, we are joined by Amber Fillary, the current world record holder for the longest underwater ice swim with just a single breath held in both the male and female categories. …watch here

Too many people spend money they haven’t earned, to buy things they don’t want, to impress people that they don’t like,” Will Rogers

The beach, bush or mountains are calling, but their cries may be drowning out your awareness of the costs that a trip to visit them demands.

Stocks, bonds, cash. You’ve likely heard the lingo, but do you really know how different types of investments work?

The reality is that investing only in a volatile currency – and hoping a pink unicorn gallops in to boost your returns – can be the greatest risk of all.

The reality is that investing only in a volatile currency – and hoping a pink unicorn gallops in to boost your returns – can be the greatest risk of all.

You’re splurging on weekends at the spa, even though your bank account is completely out of balance.

Guess what? Everyone is a bit rubbish at money.

Charge it! A cliché, perhaps, a reality, certainly.

Ever get the feeling that you missed the memo when it comes to making smart financial decisions?

Stocks, bonds, cash. You’ve likely heard the lingo, but do you really know how different types of investments work and whether they’re aligned with your investment strategy?

From branded clothing to the latest PlayStation console to tickets to Disneyland, our kids are bonafide experts when it comes to nagging for the best that money can buy.

The Real Housewives reality TV franchise may have us believe otherwise but women do not need to marry or sleep with rich men to attain wealth.
Are you truly planning, or just throwing a coin in a wishing well and hoping you get lucky? Welcome to The Wealthy-Her Podcast. A podcast designed to ignite inspiration and empowerment and promote a sense of community among women seeking financial and professional fulfillment…watch here
This second episode of the short course unpacks financial returns. How do you make R12 million out of R3 million? It all comes down to the return you earn on your investments over time.
Topics covered include;
The third episode of the @CarrickAthena #Investing101 short course applies the rule of 50% / 30% / 20% to wealth creation. How much do you really need to save to achieve your goal, whether it is paying for a child’s education, an overseas holiday or a comfortable retirement?
Topics covered include;
In this fourth episode of the @CarrickAthena #Investing101 short course, we uncover the most effective method for structuring your wealth as you transition into retirement. Seanagh Fannin, director at Carrick Athena, shares her tried and tested roadmap to financial freedom, optimising the benefits of on- and off-shore investment types.
Topics covered include;
Imagine crafting a will, believing you’ve secured a lasting financial legacy for your spouse and family. Yet, life’s unpredictable twists may leave you grappling with the harsh reality of insufficient funds if your spouse passes away. Just having a will saying you leave everything to your spouse is insufficient…
Divorce is such a painful experience, and statistically, women tend to be left undeniably worse off financially. If you are going through this process, we want you to know, we truly feel for you and the heartache. We also know that your biggest concerns will be around finances and how to navigate this going forward…
We often host events to share our thoughts on financial empowerment and create a safe space for like-minded women to meet and inspire one another. Click below to explore our upcoming seminars and webinars. We hope to see you there.
See the footage from some of our past events below to get you started…