Tell us about how you contribute to the success of Carrick Wealth as an organisation.

Although I am new to the Carrick family, I am excited to grow the brand and ensure that the name Carrick is associated with integrity, loyalty and the client’s needs being put first. 

 

What is the best part about your job?  

The opportunity of broadening my investment horizons in the offshore space and making a difference in a client’s life is what gets me up in the morning. 

 

Tell us about your personal and professional growth while working at Carrick. 

Having recently joined Carrick, it is still early days. However, I am feeling more and more like a sponge with all that I am absorbing – what an incredible amount of information out there, exciting times!!!!! 

 

What is a typical day at work like for you? 

Prospecting and putting together proposals that meet clients’ tax, investment and succession needs.