Wealth Specialist - Cape Town

David Monteiro, CFP ®

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

I do my best to contribute towards the team and to assist my colleagues where possible, for the benefit of Carrick, our business, and our clients.

 

What is the best part about your job?

The best part of my job is to assist clients and help them reach financial freedom by giving them the best service in the financial industry.

 

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

I have been with Carrick since day one. In this time my work here at Carrick has allowed me to develop my skills in offshore investment. I also was able to qualify as a Certified Financial Planner during this time.

 

What is a typical day at work like for you?

Much of my workday is taken up by looking for new clients, following up with providers on outstanding cases, and then updating my clients. In-between I do any necessary administrative tasks that need to be done.

Client Testimonials

We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.

“David really goes the extra mile, which in my mind puts him a cut above most financial advisors! He has assisted me with both offshore and onshore investments, of which I am provided quarterly updates so that we can review and update if necessary. I would highly recommend David!”

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