Carrick Consult

Carrick Consult Carrick Consult offers independent fiduciary and financial solutions to protect and preserve wealth.

What happens when geopolitical tensions rise, oil prices surge, and AI spending comes under greater scrutiny?This week's...
20/07/2026

What happens when geopolitical tensions rise, oil prices surge, and AI spending comes under greater scrutiny?

This week's Monday Espresso Podcast explores the developments shaping global markets and what investors should be watching.

In this episode, Rory Dowie and Nick Warmisham discuss:

• The latest escalation in the Middle East and why rising oil prices matter for markets and inflation.

• What second-quarter earnings from major US banks reveal about the current economic environment.

• Why AI-related stocks remain under pressure despite strong results from companies like TSMC.

• What TSMC's outlook says about the long-term demand for semiconductors and AI infrastructure.

• The key market events and economic developments to watch in the week ahead.

Stay informed with our latest 5-minute market update, offering timely insights into the stories influencing global markets.

🎧 Listen here: https://thecarrickgroup.com/EspressoPodcast_20July

Your Will Is More Than a Document. It's a Plan for the People Who Matter Most. Many people assume that once a will has b...
09/06/2026

Your Will Is More Than a Document. It's a Plan for the People Who Matter Most.

Many people assume that once a will has been signed, the job is done. Yet life rarely stands still. Changes in family circumstances, assets, legislation, or residency can all have implications for your estate plan, making regular review essential.

Join us for an informative Zoom webinar on Wednesday, 24 June 2026 at 3pm, where we explore why a well-structured will remains one of the most important components of a comprehensive financial plan.

Fiduciary expert Leslie Swart (Carrick Consult), will be in conversation with Private Wealth Manager David Monteiro (Carrick Wealth), to offer practical guidance and insights. During the session, we will discuss:
Warning signs that your Will may no longer be fit for purpose
What can go wrong if your Will is outdated
What happens if you die without a valid Will
Key considerations when drafting a Will
Conclusion - A Will is more than a document

This session is ideal for anyone who has not yet drafted a will, has not reviewed their will recently, or wants to better understand the role a will plays in estate planning.

Register here: https://zoom.us/webinar/register/WN_-I8FATTiR2O-f-wepYpV5w

03/04/2026

This Easter, we’re reminded that the most meaningful moments are often the simplest.

A pause. A conversation. A shared table.

At Carrick, we believe in building connections that last - with our clients, our partners, and each other.

Wishing you a restful and reflective Easter filled with moments that matter.

Markets rebound 📈 Geopolitics in focus—but it’s oil prices that matter. UK inflation eases, rate cuts still expected & N...
23/02/2026

Markets rebound 📈 Geopolitics in focus—but it’s oil prices that matter. UK inflation eases, rate cuts still expected & NVIDIA earnings ahead. Catch up on the Monday Espresso Podcast. 🎧
Listen now: https://thecarrickgroup.com/Espresso_Podcast_23-02-2026

01/01/2026

With gratitude for the year behind us and optimism for what’s ahead. Wishing you growth, opportunity, and success in the New Year.

25/12/2025

May this Christmas be rich in celebration, and generous in time spent with loved ones.

Today invites reflection on where we come from and how we move forward together. At Carrick, we acknowledge the importan...
16/12/2025

Today invites reflection on where we come from and how we move forward together. At Carrick, we acknowledge the importance of reconciliation in shaping a more inclusive and resilient society.

12/12/2025

A big congratulations to our 2025 Carrick Excellence Award winners.

We’re proud to celebrate the people who consistently go the extra mile — not just in what they achieve, but in how they do it.

Thank you for the energy, commitment and care you bring to Carrick every day.

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