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.
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 is a Certified Financial Planner Professional and Chartered Life UnderwriterCM. 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!
Nick Carrick – Financial Advisor QFE
Nick joined the Carricks team in February 2018. After spending his early out of school years playing his hand at different types of Agricultural work, and later becoming a Foreman for different Landscaping and Machinery operating companies, Nick has come onboard to help younger generations through their Financial Journeys.
A KiwiSaver Guru, Nick is helping folk understand the importance of KiwiSaver for buying their first home, and then retirement.
Through this he informs and educates the importance of Insurance, and getting some covers in place early on to ensure you have a great base platform to work off, and then adding covers as needed throughout the span of your Lifetime.
Another area that Nick is having great success in is being able to help you with budgeting and money management. If you have a financial goal in mind and are unsure how to get there, Nick is the man to talk to.
When he's not at work, Nick can usually be found at Cambridge Fitness weight Training, or working on (and being frustrated by) his Holden Commodore or his boat. He also enjoys getting outdoors for a hunt, fish or dive, and cooking with the produce he can gather (if he's lucky)!
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 Kirstie'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.
Like what you've read?
Contact Carricks for more information or a free consultation today!
Carricks - Summer Holiday Hours:
We close on 20th December 2019 and re-open Monday 13th January 2020.
We wish you a safe and restful Christmas season.
Any urgent enquiries please call 021 354 634