Tell us about how you contribute to the success of Carrick Wealth as an organisation.
My accounting degree, my experience in managing the finances of world-class companies, my business management experience, as well as my expertise in the financial services industry, provide me with a holistic understanding of my client’s needs during the various stages of life, each with its unique financial goals.
What is the best part about your job?
The best part of my job is guiding clients to understand and realise their financial position, and then to build realistic solutions and structures to preserve and grow their wealth and reach their financial goals for current and future generations. I enjoy providing solutions to the unique problems and opportunities that each individual client presents.
Tell us about your personal and professional growth while working at Carrick.
Working at an award-winning global advisory group with some of the best people in the industry, provides me with the opportunity to continuously better myself and the service offering to my clients. I have always strived for and believed in surrounding oneself with likeminded people.
What is a typical day at work like for you?
Engaging in morning exercise (mostly squash) before work, gets me ready and motivated for the day. Getting a head start to the day ensures that I am focused and in control to achieve the day’s objectives. First on my list of business for the day, is confirming the day’s appointments after which I catch up on the latest financial indicators and market news. Dealing with client concerns and queries is a priority before I engage with prospective clients. The highlight of my day is interacting with clients. The remainder of the day I spend on research, building solutions and drafting proposals.