Carricks—your financial partners for life.
Financial Advice, Insurance & Investment Support in Cambridge
Most people don’t come to us with a clear plan
Something’s usually changed. A baby on the way. A business growing faster than expected. Or a conversation that’s made them realise things probably should be looked at.
That’s usually where we start.
Our job isn’t to sell you a product. It’s to understand where you’re at, figure out what’s missing, and help you put the right things in place, in the right order.
Sometimes that means spotting an insurance gap you didn’t know existed. Sometimes it’s realising your KiwiSaver has been sitting in the wrong fund for years. Sometimes it’s as simple as saying that before the baby arrives, you really need a will.
The financial side matters. But so does the timing, the sequencing, and how everything fits around your actual life.
What we help with
You might be looking for help with insurance, KiwiSaver, investments, or financial advice. Our role is to step in, look at the bigger picture, and help you work through what matters most and what needs to happen first.
Money Matters
Helping you have a better tomorrow, through trusted and reliable financial and insurance advice.
Why Choose Carricks?
Local experts who listen – We build genuine relationships with our clients.
Personalised advice – No one-size-fits-all plans. Everything we do is tailored to your goals.
We grow with you – From starting out to stepping back, we're here at every stage of your journey.
Part of the Wealthpoint network – Access a wide range of providers with independent advice.
Meet the Team
We’re a proudly people-first business. Our team combines decades of experience across general insurance, financial planning, health, and investments, along with the kind of down-to-earth advice you'd expect from locals.
Ready to Talk?
Let’s chat and see how we can help. Whether you’re planning for the future or needing advice right now, we’re here to make things simple and stress-free.
The Carricks' office is based in Cambridge. We can meet at our office, your place, or online.
We are proud to work with the following providers:
07 929 4471
info@carricks.co.nz
Physical Address:
357 Racecourse Road, Cambridge, 3493
Postal Address:
PO Box 1150, Cambridge, 3450
Our Financial Advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider license.
