Locally owned and operated, Carricks has been present in Waikato for over 30 years. With a team built on the foundation of family, we now have 2 generations of professional advisors and the 3rd generation of clients. Here at Carricks, it's all about family, it's all about helping you sing in the rain. It's about making sure when times are tough you are properly covered.
Carricks was started by Paul Carrick with the belief he could make a difference in the lives of others. He has been passionate about helping people manage their money and themselves. He believes that if people can do this, it makes them feel better, and this, in turn, has a positive impact on their life. Families sometimes don’t talk about money, death, disability, life insurance, or even values. But not having money at the right time, can severely impact decisions that are made and how life progresses.
We have wide-ranging discussions with our clients and their families, to reach their desired outcomes and goals. Our roles often fall more as both life and financial coach. We stand behind our advice and value doing the right thing for our clients over the long term. We have conversations that are backed by knowledge from many years of experience and understanding.
Packed with experience the Carricks 'family' is one of the best. A mix of certified financial advisors and other key staff, we are all consistently strengthening skills and knowledge for our clients benefit.
People often think issues are linear and straight where in fact invariably they are non-linear with an array of different options. So we work tirelessly to assist in choosing the right direction. Helping clients be ok with where they are at in life... Sometimes creating wealth and sometimes spending wealth but ultimately, it's about having a financial partner for life.
Carricks – our own family name as well as business name means we can’t hide behind a brand and with Nick now following in dads footsteps, Carricks is not going anywhere. We take interest in our clients lives and have the broader conversations that often lead to wider reaching results. We are proud of what we offer and the difference we have made and continue to make.
The best thing about Carricks is that you get to talk to the same people, and not get lost in amongst a call centre. Our clients are an important part of our family and are treated as such. We are just a phone call away for all your financial needs. Here at Carricks we offer a range of covers from a range of providers with the sole aim to keep you and your family covered, protected and happy.
Our mission is to offer trusted advice you can depend on, and deliver lasting solutions that work. We work alongside those who value advice and are wanting enduring relationships for their financial and insurance needs. Rather than trying to navigate the mine field of insurance yourself, benefit from independent help, we are your financial partners for life, we'll be there for you year after year.
"Fabulous working with Carricks. I have been able to review my insurance policies. I loved the experience and knowledge. Highly recommend."
"An amazing financial service, they have looked after me with my insurance for many years now and take care of me just like i was family to them."
"I have been dealing with Carricks for my personal & business insurances for over 5 years & always find them easy to deal with & very trustworthy."
Our Financial Advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider license.
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