Grow your business with us
When you become a Carrick Partner, you join a network of people driven to help you triple your existing business
Is Carrick Partners the right fit for you?
Apply to be a Carrick Partner
The Carrick Partners Value Proposition
Business Administration Support
Payroll
FSCA Business Compliance
Human Resources Services
Recruitment Services
Taxation
Product Suite
Property
Asset Management
Consult
Lead Generation
Corporate JV’s
Online Campaigns
Seminars/Webinars
Training
Advisory
Marketing
Product
Business Development
Carrick Prime
1-Page Global Valuations
Data Management Campaigns
Business Analytics Data
Servicing
Business Succession
Book Buyback
Terms of Business
International Market
South African Market
Marketing and Brand
Personalised
Marketing Strategies
Content Creation
Dedicated Award Winning Marketing Team
Advisor Administration Support
Pre-Sign-Up
(Information gathering, FNA and quotes)
Sign-Up
(Automated and paperless)
Post Sign-Up
(Advisory and compliance support, case workflow and servicing administration)
Increase Revenue, Assets Under Management and Client Experience
- Access to Carrick’s global wealth management offering and financial planning solutions, inclusive of offshore and onshore solutions
- Lead generation with defined return on investment parameters
- Market-leading, marketing and brand building support
- Bespoke training and development programs
Decrease Costs, Risk and Complexity
- Enhanced compliance support focused on practice management solution
- Access to Carrick Prime, a complete enterprise management software solution for advisors and clients
- Dedicated paraplanners and business administration support
Future-Proof Both You and Your Clients Future
- Client servicing structures ensuring your clients always receive best advice
- Carrick book buy back option to allowing for an efficient exit strategy
- Access to research and development on product, client trends and industry insights