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

Your Money


Your money is a reflection of you. Everyone manages their money differently, so understanding what is important to you is a great start to understanding how Carricks can help you to get the things you want in life.

Investing is a mindset - you don’t have to be rich to save, but you have to save to be rich. Before investing, you will have dreams, goals and aspirations. We can help you formalise these into a plan that you can work to.

Carricks' Qualified Adviser can assist with investing or saving for some goals, and we also have access to other specialists if you have specific requirements.

Carricks can help you to review your investments, savings goals, and progress, to ensure you keep on track. Talk to our team about your savings and investment needs today.

Explore our "Your Money" topics by following the links below:

KiwiSaver - Follow this link to learn more >

Retirement Planning - Follow this link to learn more >

Money Management - Follow this link to learn more >