Carrick Athena

Women's Day is about more than celebrating women.

It's about creating a future where every woman has the knowledge, confidence and support to make decisions that serve her life, her family and her dreams.

Because financial confidence isn't about wealth.

It's about freedom.

From all of us at Carrick Athena, Happy Women's Day.

Meet Paula Yates-Bowen, Business Development Executive at Carrick Athena.

Paula has a passion for building genuine relationships and creating positive client experiences, she helps ensure every interaction feels welcoming, supportive and personal. Working alongside Managing Director Samantha Bowen, Paula is committed to Athena's vision of providing women with a wealth experience built on trust, understanding and long-term relationships. She believes financial conversations shouldn't feel overwhelming - they should leave women feeling heard, empowered and confident about what's possible.

"Building trust starts with listening. Every woman deserves to feel comfortable asking questions, exploring her options and taking the first step towards her financial goals." – Paula Yates-Bowen
Whether you're planning for the future, growing your wealth or simply looking for trusted guidance, Paula is here to help you start the conversation.

What's one financial goal you're working towards right now? We'd love to hear from you in the comments.

Meet Samantha Bowen, Managing Director of Carrick Athena.

Sam's vision is to create a space where women feel empowered to ask questions, make informed decisions and take ownership of their financial future with confidence. Under her leadership, Athena provides a personalised approach to financial advice - one built on trust and genuine understanding.

Since joining the Carrick Group at its inception in 2014, Sam has been widely recognised as one of Carrick's most respected leaders and top performers, she has built and led high-performing teams with a passion for creating meaningful client relationships.

At Athena, we see financial planning as being more than just about investments or portfolios. It is understanding the moments that shape our lives...whether that's building a successful career, growing a business, planning for retirement, navigating change or creating a lasting legacy.

Sam's favourite quote:
"We are strong. We evolve. We thrive."

What does a great wealth advice experience look like to you? We'd love to hear your thoughts in the comments.
If you're ready for a more personal approach to wealth planning, DM us to book a consultation.

The women behind your wealth journey.
Success often brings more opportunity, but it can also bring more complexity.

For many women, financial decisions are about more than growing wealth. They are about protecting what matters, creating opportunities for the next generation, building meaningful legacies and navigating life's transitions with confidence.

That's why Athena exists.

We are a team of women dedicated to helping women align their wealth with their goals, values and vision for the future. Bringing together expertise in private wealth management, business development, growth and partnerships, we work alongside our clients through every chapter of their financial journey.

Over the coming weeks, we'll introduce the women behind Athena and share the perspectives, experience and purpose that drive what we do every day.

Because wealth is about more than what you've built.

It's about what comes next.

Financial confidence starts with understanding your options.

We recently hosted a small PTA event. An intimate gathering focused on helping individuals navigate their financial future with greater clarity and confidence. Through open conversation and practical guidance, we explored topics such as:
- managing your finances,
- understanding the choices available to you, and
- creating a clear path forward.

These conversations are about more than numbers. They're about empowering people with knowledge, perspective, and the confidence to make informed decisions for the future.
Thank you to everyone who joined us and contributed to a meaningful discussion. Thank you to Sam Bowen, Lize Burger and Paula Yates for extending your knowledge and support. We look forward to continuing these conversations and supporting more people on their financial journey.

If you're looking for clarity and confidence in investing, let's start a conversation - DM us or email at [email protected]

New Role? New Salary? New Opportunities?
You worked hard for that promotion. The late nights. The sacrifices. The moments when you wondered if anyone noticed your efforts.

Now you've stepped into a bigger role, a higher salary, and greater responsibility.
But with success often comes a new set of questions:
Am I making the most of my increased income?
Should I be investing differently now?
How do I build wealth, not just earn more money?
Is my financial plan keeping pace with my career growth?

The truth is, a promotion doesn't automatically create financial security.
A strategy does.
Your next chapter deserves more than a bigger pay cheque. It deserves a clear financial plan that helps you grow your wealth, protect your future, and make confident decisions about what comes next.

At Carrick Athena, we understand the unique financial journeys of professional women. Whether you're stepping into leadership, changing careers, or reaching a new income level, we're here to help you turn today's success into tomorrow's financial freedom.

Your career is evolving. Your financial strategy should too. Let us speak your language.
✨ Ready to explore what's possible?
Book your consultation today and start shaping what comes next - https://thecarrickgroup.com/4nBq9oq

Just 3 days to go until the Seminar, Women & Wealth: Finding Financial Confidence Again.

Life can change in an instant. Divorce. Retirement. The loss of a partner. A major life transition. And with those changes often come financial decisions that can feel overwhelming to navigate alone.

That’s why we created this seminar: to give women the guidance, clarity and confidence they need to move forward with strength and certainty.

📅 26 May 2026, 10AM
📍 The Vineyard Hotel, Colinton Road, Newlands

Join us for a meaningful morning focused on:
• Managing your finances with confidence
• Understanding your options
• Creating a clear path forward

Featured Speakers:
Samantha Bowen, Managing Director
Paula Yates, Business Development Executive
Stacey Matadin, Head of Growth and partnerships

If you or someone you know could benefit from this conversation, now is the time to book your seat. Only a few spots left.

🎟️ Register: https://lnkd.in/d2vKdymf
📧 Or email [email protected]