Phone: (07) 929 4471
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Phone: (07) 929 4471

Welcome to Carricks Insurance and Investment

Our mission is to offer trusted advice you can depend on, and deliver lasting solutions that work.

We want to help. Help you to achieve your life goals and help make seemingly complex things simpler. Help you realise your individual needs, and help you to feel confidence in your financial choices.

Carricks is an intimate financial advisory business. We work alongside people who value advice and are wanting enduring relationships for their financial and insurance needs. We'll be there for you year after year.

 

Our Intentions

Our intention for you as our client

Because we know that it’s not always easy to ask for help and because we may not always clearly let you know our intentions for helping you, we thought you might appreciate us setting out our intentions to you as our client below:
  • It is our intention at Carricks that we help you over the long term to become more financially aware, and give you certainty and security during the time that we work together.
  • It is our intention that you can honestly say that we have helped you achieve your lifestyle goals through our advice and coaching and that we have had a positive impact on your life.
  • It is our intention that we earn the right to look after you for as long as we are involved in helping you have a better life
  • It is our intention that we let you know when you are doing things well.
  • It is our intention that we will be helping people a long time yet...
Our request is that you as the client do the following:
  • Be open to our recommendations and discussions
  • Be available for reviews
  • Approach Carricks first when you have a problem where you think we can assist
  • Let us know if we are not doing our job
  • Allow us to put anything right that may have gone wrong
  • Let other people know If we are doing a great job so that they have the opportunity of receiving our help

The annual re-weighting of the Trade-Weighted Index (TWI) takes effect on Wednesday 16 November 2016.

The TWI is a measure of the value of the New Zealand dollar relative to the currencies of New Zealand’s major trading partners. There are 17 currencies included in the TWI and each currency is weighted using the country’s bilateral trade with New Zealand.

The interesting thing is the reduction of our traditional business partners and increasing importance of the countries that you  may not have even wondered about

Click here for further information

An interesting article by Bevan Graham re Brazil – it’s economy, markets & of course the Olympics.

Read more

 

INSURANCE

Protect yourself, your family, and your business against unforeseen circumstances in life, and give yourself the peace of mind to concentrate on the important things.

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YOUR MONEY

Start planning for your future now. Sort out your money by setting personal and financial goals, and let us help you work out how to reach them - now that's financial planning!

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MORTGAGES

Secure a loan or mortgage with Carricks to get the house or object of your dreams. Get the help you need while being sure you are properly protected.

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COACHING

Need one on one help?
If you're a business owner or manager, choose to be coached by Paul Carrick and guarantee solid experience & sound advice.

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