Build a Confident Financial Future with Carricks

Financial & Investment Planning

At Carricks, we offer personalised investment and financial planning services to help you grow your wealth, prepare for retirement, and take control of your financial future. Whether you're just starting out, planning for retirement, or reviewing your current strategy, our expert financial advisers provide clear guidance tailored to your goals.

GET IN TOUCH TODAY

Why Financial Planning Matters

Financial planning is the foundation of long-term financial security. At Carricks, we work alongside you to help manage your money through tailored budgeting, investment strategies, and retirement planning.

By developing a clear, personalised plan, you can build wealth, stay in control of your finances, and reduce stress, setting yourself up for a more confident and comfortable future.

Why Financial Planning Matters

Financial planning is the foundation of long-term security. We help you manage your money through budgeting, investment strategies, and retirement planning so you can make confident financial decisions today and in the future.

Why it’s important:
- Build wealth and save for the lifestyle you want.
- Take control of your money with clear, actionable plans.
- Reduce financial stress and improve long-term outcomes.

Retirement Planning with Carricks

It’s never too early or too late to plan for retirement. Our advisers help you assess where you are now and build a sustainable strategy to grow your savings and generate income through KiwiSaver, investment portfolios, and smart budgeting.

Why it’s important:
- Maximise KiwiSaver and other investment options.
- Create a retirement income plan to suit your lifestyle.
- Prepare for financial independence in later life.

Investment Strategies Designed for You

Whether you're new to investing or looking to diversify, Carricks offers tailored investment advice to align with your financial goals and risk appetite. We’ll help you build a diversified portfolio designed for long-term success.

Why it’s important:
- Grow your savings through strategic asset allocation.
- Generate passive income over time.
- Balance risk and return with professional support.

Setting Financial Goals and Budgeting

Setting achievable goals and tracking your spending is the key to staying on course. Carricks works with you to develop a budget that supports both short-term wins and long-term success.

Why it’s important:
- Clarify your financial priorities.
- Maximise savings and reduce unnecessary expenses.
- Stay on track with a tailored, realistic plan.

Understanding Short-Term vs. Long-Term Investments

We’ll help you evaluate your investment timeframes to decide whether a short-term or long-term strategy, or a combination of both, is right for your goals.

Why it’s important:
- Long-term investments build wealth steadily.
- Short-term investments may offer quicker returns, but with higher volatility.
- Matching your investment type with your timeline improves outcomes.

Managing and Reviewing Your Plan

Life changes, and so should your financial plan. That’s why we offer regular reviews to ensure your strategy stays aligned with your goals, market conditions, and life events.

Why it’s important:
- Stay on track with proactive plan adjustments.
- Respond to market shifts and opportunities.
- Keep your financial goals in focus with ongoing support.

We are proud to work with the following providers:

Ready to Secure Your Financial Future?

Why Choose Carricks?

Local Expertise: Trusted local financial advisers.
Tailored Strategies: Your plan, your goals, your future.
Long-Term Support: We're with you every step of the way.

Contact Carricks today to create a personalised financial and investment plan that supports your goals. Whether you're investing for growth or planning for retirement, we’re here to help.

Talk to us today to get started