Expertise that goes Beyond Ordinary
Carrick Consult provides independent professional services to assist clients with personalised fiduciary and financial solutions. We assist high-net-worth clients, families and businesses with comprehensive strategies to optimise their financial portfolios and protect their assets.
Prepared today, Protected tomorrow. At Carrick Consult, preparedness isn’t just a principle—it’s a practice. Much like emergency readiness, we help you plan for life’s most critical transitions: death, taxes, wealth transfer, and business succession. Life is unpredictable, but your legacy doesn’t have to be. The Consult team of specialists is ready to guide you in planning for the future with clarity, compassion, and confidence. Our approach ensures that when life changes, your wealth, family, and business remain protected.
Our Services
The Four-Silo Approach
Whether you are securing generational wealth, preparing your estate, or safeguarding your business, Carrick Consult offers the expertise, structure, and foresight to ensure your future is in capable hands. To achieve comprehensive estate and fiduciary planning, we implement a Four-Silo Approach designed to address every dimension of long-term wealth planning, from estate structures to business continuity and structuring your policies. This model ensures that every critical component of your wealth and legacy is considered and cared for.
Estate Silo
Plan with Compassion
Preparing for death is an act of love and foresight. Our estate planning services ensure that your loved ones are cared for and your legacy is honoured, with minimal delay or cost.
Trust Silo
Structure with Purpose
Proper trust structures offer clarity, control, and compliance. We help you design and manage trusts that preserve family wealth, manage tax exposure, and align with legal requirements.
Business Silo
Succession Secured
Your business is not just a source of income—it’s your legacy. We help business owners plan for smooth transitions and sustained growth through practical and legally sound strategies.
Policy Silo
Protection with Precision
Life insurance is a vital tool for estate liquidity, business protection, and legacy fulfilment. We integrate policy planning into your broader estate and fiduciary strategy.
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Our team of specialists look forward to offering you expert advice and unrivalled experience.