About Carricks - Financial Partners for Life
Carricks is an intimate financial advisory business.
Started by Paul & Sally Carrick in March 2010; Carricks - Financial Partners for Life is trading under Cornerstone Financial Advisors Limited
Our mission is to offer trusted financial advice you can depend on, and deliver lasting solutions that work.
From left to right: Margaret Cameron, Sally Carrick and Paul Carrick
Paul Carrick – Owner
Paul loves to help people to be better sorted financially, meaning they can live life more fully. He enjoys ongoing learning and improvement and has a philosophy that every day is a day to make something happen.
He has a broad range of interests around business and people, and gets a thrill when the plans that people put in place many years ago turn to reality, and can feel that he has helped them achieve those goals.
Over the years Paul has completed two Business Diplomas and also holds the positions of Certified Financial Planner Practitioner and Chartered Life Underwriter. He is also an Authorised Financial Adviser, which allows him to provide a broad range of insurance and investment advice. Paul has held directorship and management roles in a number of advisory businesses.
Paul can be a bit of a perfectionist and, according to Sally, is always right (much to her dismay). He loves spending his spare time with family, and also enjoys cycling and fixing things that are broken.
Sally Carrick – Owner
Sally is all about relationships with her clients and is passionate about searching for the right solutions to meet their needs. She is always helping friends, clients and family.
Sally has been involved in general and medical health insurance advice since about 2007 and now looks after all our clients’ needs in this area. Sally has studied and holds the ANZIIF Associate and IBANZ membership, and is also a Registered Financial Adviser.
When not at work, Sally tries to keep fit and enjoys the outdoors, whether it be by bike or on foot. She also enjoys being in the garden, and cooking for friends and family when she has time!
Margaret Cameron – Administration
Margaret joined the Carricks team in September 2011 and is the ‘go to person’ of the team. Margaret’s role at Carricks is varied, from answering the telephone, attending to general administration duties, to assisting clients with their insurance queries. Margaret supports Paul and Sally in their respective roles and everything in between.
Margaret works closely with Paul and Sally to ensure their clients' insurance is up-to-date and relevant to their current needs.
Carricks Community Sponsorship
The team at Carricks take pleasure in supporting Kirstie James, a young, New Zealand, world class track cyclist.
Find out more about Kirstie or follow her progress Kirstie's facebook page
Visit Kistie's website - KirstieJames.com
Carricks proudly supports the following three organisations
Kiwi Outreach - Kiwis helping Kiwis
Kiwi Outreach help provide struggling families and individuals with basic necessities they can't afford or put off buying: like new school uniforms, sheets & bedding and essential electrical appliances.
Essentially Men Education Trust
The Trust's mission is to enhance the health and well-being of society by focusing on positive ways of being for men and boys, promoting educational programmes, public awareness, leadership, community development and research.
Sanctuary Mountain Maungatautari
Sanctuary Mountain Maungatautari's vision is to remove forever, introduced mammalian pests and predators from Maungatautari, and restore to the forest a healthy diversity of indigenous plants and animals not seen in our lifetime.
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Contact Carricks for more information or a free consultation today!