ANDREW MOORE
Professional Financial Planner
ANDREW MOORE
Giving You The Key To Sustainable Financial Stability
I am a professional Financial Planner based in Zimbabwe. I represent Carrick Wealth as Managing Director for the region.
I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. It is my goal to assist Zimbabweans at home and abroad as well as expats living in Zimbabwe to achieve financial freedom and sustainable financial stability. When you work with me, you should expect a collaboration with transparency and consistency.
I was born and raised in Zimbabwe, where I was lucky enough to receive a first class education from Peterhouse in Marondera where I studied Accounting, Business Studies and English Literature. I maintain a relationship with the school to this day as a member of the old boys (Petrean) committee. I furthered my education at Rhodes University in South Africa where I attained my degree in Commerce, choosing to do a double-major in Management and Information Systems. The former built a foundation for my role today in finance whilst the latter has enabled me to utilise technology to the benefit of the clients I work with.
Would you like to know exactly how I can help you? Contact me today for an initial consultation.
SERVICES
Expertise. Intuition. Ingenuity.
I work with clients, providing exceptional consultancy services that are catered specifically to their needs.
There are a multitude of aspects to take into account when considering the broad topic of financial planning, some of which are outlined below. Whilst this section will give some insight into the services I provide and certain aspects of financial planning that would all be considered in a formal consultation, there is no 'one size fits all' solution in this industry. Every client is unique and so is the advice that I offer.
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I highly recommend booking a free consultation with me to analyse your current financial position as well as any financial hurdles that may be on your horizon. I will then work towards a solution of value to you and if we agree that my recommendations are in line with your personal objectives, we will continue to build a relationship.
RETIREMENT PLANNING
Preparation for Your Future
Too many people wait until the 11th hour to prepare for their retirement. My processes and calculated approach to retirement planning will ensure that you have the knowledge and understanding of what needs to be done to live your whole life in the manner you have become accustomed to.
EDUCATION PLANNING
The Path to Success
My clients are my number one priority, and their children are (usually) theirs! My services prove just how committed I am to the success of your whole family and this means putting financial vehicles in place to ensure a world class education for your children.
ESTATE PLANNING AND TAX ADVICE
A Comprehensive Approach
My services with regards to estate planning are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results.
LIFE INSURANCE PLANNING
Hope For The Best. Prepare For The Worst.
I never underestimate the importance of having sufficient life cover and neither should you. My calculated approach to life insurance will ensure that there are ample savings to support your family with a passive income as well as cover all debt and future education costs.
INTERNATIONAL PROPERTY INVESTMENT
Earn passive income from an offshore asset
I'm a strong advocate for diversifying an investment portfolio into multiple asset classes. International property investments are a fantastic way to build a diverse asset holding with an investment that will not only create a passive income through rentals but also provide a physical asset that will appreciate in capital value over time.
HARD CURRENCY INSURANCE
Insurance That Lasts
In a country with currency variations, disputes and zero predictability, it is wise to insure your assets in a currency that you know will be worth the same in 12 months from now as it is today. Part of your comprehensive financial planning needs will be to cater for unpredictable eventualities and to be prepared for the worst in the most efficient way possible.
CONNECTING YOU TO A WORLD OF INDUSTRY EXPERTS
I provide all the tools, guidance, and support my clients need to succeed. What is undoubtedly the strongest weapon in my arsenal are the professionals I can introduce you to from all over the world in the various aspects of your financial planning journey.
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From a personal perspective, I will serve as a medium for you to meet several key professionals from various sectors of the financial services field. For example, we will liaise with trust providers from Mauritius and Gibraltar, we will meet Bond Providers from the Isle of Man, Guernsey and the Bahamas, we will discuss the underlying investments with International Fund Managers (amongst many other key service providers).
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I pride myself on the vast network of industry experts I have available to my clients through Carrick Wealth and the high levels of experience we bring to our clients in Zimbabwe and throughout Africa. I will be serving as a single point of contact to you in Zimbabwe but you will meet several individuals from all over the world along the way, all of whom are working to achieve our goal of growing, protecting and preserving your wealth.