Wealth Specialist - Cape Town

Chris Anderson

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

I was extremely fortunate to have originally been hired to start up the Carrick Concierge division in 2017. My impact within that department allowed the team to grow to where it is today. Since my departure from the servicing division, I joined team Cape Town, where I feel I have provided a positive and good attitude towards the team’s success.

 

What is the best part about your job?

The best part of my job is adding value for the clients that I meet and seeing them happy and satisfied as a result.

 

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

I feel that my time at Carrick has allowed me to develop into a better professional in my industry. This includes providing full and holistic advice to local clients.

 

What is a typical day at work like for you?

Having a good laugh with colleagues and clients but at the same time making sure my diary is full and I am having productive meetings, so that I can meet my obligations as a Wealth Specialist.

WORDS TO LIVE BY

“80% of success is showing up.” - Woody Allen

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.

“Chris is my financial advisor and I am so happy that he works with us. He is honest and extremely professional! I do trust him fully with my finances. When you receive advice, it’s always to the best and he will always go the extra mile to help you. I will recommend Chris to anyone who wants a financial advisor for a non-stressful financial service.”

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Wealth Specialists

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