Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I contribute 28 years’ experience in International Wealth Management and bring in new high-net-worth clients that will remain with Carrick for the long term. I serve as an ambassador for the brand wherever I go, either in professional environments or social interactions.
What is the best part about your job?
Building long-term relationships with my clients and their families and helping them build and implement robust plans for their financial future
Tell us about your personal and professional growth while working at Carrick.
I came into Carrick with an extensive background in International Wealth Management. In the time that I have been in South Africa, I have studied and worked to become proficient in local financial planning so that I can now build fully integrated financial plans for my clients, in which their local and offshore investments work together to meet their long-term goals.
What is a typical day at work like for you?
A typical day at the office involves meeting new clients, building financial solutions for them, and meeting my existing clients to review and make any necessary adjustments to their current plans.
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.
“I found Craig’s support and advice indispensable in making a recent investment . He guided me through the investment options, the complex paperwork required, and also co-ordinated the reporting system so that I could more easily track the returns from that investment. Without him I would probably have passed up the opportunity and transferred it to the “too difficult” file. It is also a pleasure to meet with him knowing I will always get a reliable unbiased opinion on any financial topic.”
We are always looking for driven people to join our growing team.