How can
we help you?
Wealth management solutions
truly tailored to your needs
Money is power
and 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.
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, whether that is to provide your child with a head start, better manage a departed love one’s wealth or regain your financial independence after divorce.
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. We have partnered with leading onshore providers to bring you a comprehensive range of local solutions; from investment and retirement planning to managing your personal or business risk.
Offshore wealth, currencies and properties
Diversify your financial portfolio to reap the rewards of offshore investments and foreign currencies. Our deep collective experience, international footprint and global partnerships offers you a range of options; internationally regulated platforms, offshore endowments, trusts, property investment in more stable economies, as well as pensions in hard currencies. Athena clients also have access to foreign tax clearance and currency transfer services.
Investing for impact
Carrick Impact is a philanthropic investment solution, which allows you to have a positive impact while you make a return. Our results-driven mechanism connects you directly with the impact you are making on people, the youth and the planet in Africa specifically. We strive to ensure that in one, five, or ten years from now, you can be confident that the investments we’ve made have contributed not just to feelings of generosity, but quantifiable progress and impact.
Financial consulting
Our team of highly experienced consultants offer personalised fiduciary and financial services to help optimise your financial portfolio and protect your assets. With a strong relationship orientation, grounded in integrity and transparency, our consultants walk the journey with you to ensure your financial success.
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.
Meet with Us
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.