MONEY IS
Security Independence Opportunity Thriving Freedom Power
What do you want yours to do for you?
Together we’ll get you there.
Money is power and women need more of both.
Navigating life’s often unexpected changes can seem daunting. But with the right plan and support, one can step into a new life-chapter confidently and empowered. How can your money help you get there? Whether it’s securing your financial future, taking care of your family, funding your next move, or ensuring a comfortable retirement, partnering with a wealth advisor who understands you and your unique financial goals is the first step.
Wealth Solutions for
Women by Women
When partnering with our women-led team of experienced private wealth managers, you can expect a bespoke wealth plan designed for your unique financial goals, from wills and offshore retirement policies, to estate and intergenerational wealth planning.
South African (onshore) wealth
Establish the pillars of your financial wellbeing within South Africa to maximise local growth, preservation and protection of your hard-earned money.
Offshore wealth
and properties
Diversify your financial portfolio to reap the rewards of offshore investments, including International Retirement Plans (IRPs), foreign currencies and property.
Financial
consulting
Our team of highly experienced consultants offer personalised fiduciary and financial services to help optimise your financial portfolio and protect your assets.
Investing
for impact
Carrick Impact is a philanthropic investment solution, which allows you to have a positive impact while you make a return.
Take Control of Your Wealth
Leave a message to get in touch with one of our Private Wealth Managers. We look forward to getting to know you and your financial journey.
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.
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.
Too Soon to Commit?
Empower Yourself in Your Own Time.
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.
The Wealthy Her Podcast is intended to ignite inspiration, empowerment, and promote a sense of community among women seeking financial and professional fulfillment.
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.
