Carricks—your financial partners for life.
Financial Advice, Insurance & Investment Support in Cambridge
Most people don’t come to us with a clear plan.
Something’s usually changed. A baby on the way. A business growing faster than expected. Or a conversation that’s made them realise things probably should be looked at.
That’s usually where we start.
Our job isn’t to sell you a product. It’s to understand where you’re at, figure out what’s missing, and help you put the right things in place, in the right order.
Sometimes that means spotting an insurance gap you didn’t know existed. Sometimes it’s realising your KiwiSaver has been sitting in the wrong fund for years. Sometimes it’s as simple as saying that before the baby arrives, you really need a will.
The financial side matters. But so does the timing, the sequencing, and how everything fits around your actual life.
What we help with
You might be looking for help with insurance, KiwiSaver, investments, or financial advice. Our role is to step in, look at the bigger picture, and help you work out what matters most and what needs to happen first.
Money Matters
Helping you have a better tomorrow, through trusted and reliable financial and insurance advice.
Why Carricks?
Most people don’t come to us because they need another product. They come to us because something’s changed, or because things have started to feel a bit unclear.
That’s where we come in.
Our role is to understand where you’re at, work out what’s missing, and help you put the right things in place, in the right order.
We look at how everything fits together, what needs attention now, and what can wait. And we stay across it, so things don’t drift or get missed as life moves on.
Who we work with
We work with people at all kinds of stages. Young families just getting started, farming couples building something, tradies, and a range of business owners.
What they tend to have in common is that life is busy.
They don’t necessarily want to stay across every detail. They just want to know it’s being looked after properly.
We keep an eye on the things that need watching, flag what needs to change before it becomes a problem, and stay involved, not just when it’s time to renew something.
Common Questions
Do I need financial advice if things seem to be working fine?
A lot of things can look fine on the surface. The gaps tend to show up when something changes, or when you actually take the time to look closely.
How often should things be reviewed?
Usually when something changes. Business, income, family, assets. Even without that, it’s worth checking in from time to time.
Is this just about insurance or investments?
No. Those are part of it, but the bigger picture is how everything fits together and what needs to happen when.
Where are you based, and do you work with clients outside Cambridge?
We’re based in Cambridge and work with clients across the Waikato, Bay of Plenty, and other parts of New Zealand.
Location isn’t really a barrier.
Meet the team at Carricks
Carricks is a small, experienced team based in Cambridge.
We’ve been doing this for a long time, across insurance, investments, and financial advice. We’ve seen how things play out over time, what works, what gets missed, and where people tend to come unstuck..
We work closely with our clients and stay involved. It’s not about handing something over and stepping back.
Most of the time, it’s ongoing. Being available when things change and making sure things stay on track.
Ready to Talk?
Let’s chat and see how we can help. Whether you’re planning for the future or needing advice right now, we’re here to make things simpler.
The Carricks office is based in Cambridge. We can meet at our office, your place, or online.
We are proud to work with the following providers:
07 929 4471
info@carricks.co.nz
Physical Address:
357 Racecourse Road, Cambridge, 3493
Postal Address:
PO Box 1150, Cambridge, 3450
Our Financial Advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider license.
