Wealth Specialist - Cape Town

Rene Burnapp

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

I bring many years of experience and knowledge gained in motor industry sales, finance and insurance, providing personal financial advice, and as an independent financial planner building up my own practice, to Carrick Wealth. I believe this will allow me to add value for clients, my team and the business of Carrick.  

 

What is the best part about your job?  

truly enjoy assisting my clients in planning for their financial future and security. It is an integral part of my work that provides a service regarding all aspects of a client’s future. I am a people’s person and value my clients’ needs, and therefore I enjoy providing them with the knowledge and outcomes towards those needs. I especially enjoy seeing my clients satisfied and happy that their money is growing. I believe strongly in going the full distance with them and creating a bond of friendship and respect. 

 

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

I am looking forward to working beside my colleagues and having that interaction with them whilst we all strive to achieve our goals. Working from home in my own practice, I have missed that interaction between colleagues and the learning and building of my own knowledge that comes with that. I also missed being able to assist where I can with what I have to offer. I believe Carrick will open doors for me to grow and excel furtheralso in global context. I am eager to learn and grow towards the high standards that Carrick sets and am determined to achieve all my goals. 

 

What is a typical day at work like for you?  

A typical day consists of being in contact with my clients and building relationships with new prospective clients. It entails doing what is expected from me to achieve my goals financially and also by building relationships based on respect and professionalism. I also do research and make sure that the advice I give is thought throughI leave no stone unturned to enable me to give my clients the best advice and build on those relations. Dedication is key in my daily activities. 

 

WORDS TO LIVE BY

“Do unto others as you want done to yourself. Treat others as you expect to be treated. Build a solid foundation with people by treating them with honesty and respect.” – My own words to live by

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