FAQ

We believe the first appointment is a great opportunity to determine if we’re the right fit for each other, which is why we often cover the cost of your initial meeting.

Depending on the service provided, a fee may apply, and we will confirm the cost with you before proceeding

We work with a diverse range of individuals, each at different stages of their lives and financial journeys.

At Carricks, we offer a broad range of services, and you will work with one or two advisers, depending on their area of expertise and your needs.

We have meeting rooms available at our office, but if you prefer, we are also happy to visit your home or business.

Alternatively, we can arrange a virtual meeting via Microsoft Teams or Zoom for your convenience.

As we are part of the Wealthpoint Network, we are able to offer both brokerage services and independent advisory services.

Wealthpoint Limited is a New Zealand-based financial services provider operating as a co-operative owned by a network of over 50 independent businesses.

With a team of nearly 150 advisers nationwide, Wealthpoint offers a comprehensive range of services, including investment planning, KiwiSaver, insurance, and mortgage solutions.

The company holds a Financial Advice Provider (FAP) license from the Financial Markets Authority and provides its members with the tools and support needed to grow their businesses, ensuring clients receive personalised and high-quality financial advice.