Shase Davey

Shase is a people-focused professional who brings warmth, authenticity, and a natural sense of humour to every interaction. She is passionate about building meaningful connections and creating an environment where others feel valued, supported, and inspired. 

Driven by a desire to achieve her own goals while helping others realise theirs, Shase approaches both life and work with intention and empathy. She believes in the power of small, everyday moments and strives to uplift those around her, often aiming simply to be the reason someone smiles. 

Outside of her professional life, Shase finds joy in life’s simple pleasures: sharing good food and wine, cooking for loved ones, and spending quality time with her husband and daughter. 

Guided by the words of Albert Camus, “the only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion,” Shase embraces a life of purpose, individuality, and quiet strength. 

Liam Tonetti

How do you contribute to the success of Carrick Wealth as an organisation?

I joined Carrick Wealth at the beginning of 2025 and work closely with three top Wealth Managers, supporting them across client servicing while also actively engaging in new business development. I take pride in being highly driven and results-focused, with a strong work ethic and a proactive approach to both client relationships and growth opportunities. My role allows me to contribute meaningfully to service excellence while helping expand the firm’s client base.

What is the best part about your job?

The best part of my role is working alongside a high-performing team. There is a strong sense of camaraderie, balanced with healthy competition that motivates us to consistently raise the bar. I also find great satisfaction in supporting Wealth Managers and their clients by delivering professional, responsive, and world-class service.

Tell us about your personal and professional growth at Carrick Wealth.

Although my time at Carrick has been relatively short, it has been an incredibly valuable period of growth. I have become more confident and independent in my role, while learning from highly experienced professionals within the industry. This exposure has significantly broadened my industry knowledge and strengthened both my professional judgement and skill set.

What does a typical day at work look like for you?

A typical day often starts early, allowing me time to review market news and plan my priorities for the day ahead. From there, it’s a balance of catching up with colleagues, client-related support, and focused execution of tasks. While the environment is professional and fast-paced, there is also a strong team culture that makes each day both productive and enjoyable.

Quote:

“Success is the sum of small efforts repeated day in and day out.”

 

Greg Schapiro

I focus on offshore advisory and global wealth strategies, supported by a strong foundation in onshore financial planning and personalised client solutions. My specialties include investment structuring, risk management, and tax-efficient solutions, all aligned to long-term financial goal planning. I hold an Honours degree in Finance and am committed to delivering ethical, forward-thinking advice tailored to individuals and families. I also aspire to continue my professional development through industry-recognised certifications and ongoing education in the evolving financial landscape.  

Outside of work, I enjoy long-distance running, spending time outdoors, and exploring new environments that keep me energised and grounded. 

Things I am interested in: 
I enjoy staying active through gym training, running, and spending time outdoors — especially running in nature. I love the ocean and enjoy spending time on the beach or fishing. I also have a strong interest in motorsport, performance vehicles, and the engineering and design behind them. I also value personal growth, learning, and experiences that challenge both the mind and body. 

 

Stephen Baard

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

The culture of Carrick speaks for itself. And everyday is an opportunity to embrace this culture and carry it over to our clients that we serve. I can contribute to the success of Carrick by epitomizing the values that it stands for, by providing financial advice that focus on achieving the client’s financial goals.

What is the best part about your job?

The best part about my job is the ability to help clients make difficult decisions, and how these decisions positively impact their lives.

Tell us about your what personal and professional growth you would like to achieve at Carrick.

On a personal level I am very excited to have the opportunity to work with a wide range of clients and have the ability to utilize global markets to ensure the client’s financial goals can be achieved. On a professional level I am looking forward to working with a team at Carrick with a wealth of experience and knowledge, where I will always be able to grow and expand my expertise.

What is a typical day at work like for you?

Coffee, Emails, Research, Phone Calls, Meetings, and more coffee!

In a nutshell, yes. But generally, a normal day would be working with clients and researching global markets to find the best solution for each individual’s financial needs.

Luzette Kruger

Luzette is a highly experienced and knowledgeable Financial Advisor. She joined Carrick Wealth in 2023, having worked in various capacities for some of the major private banks, investment and product houses in South Africa.


She holds more than two decades of experience in the financial services industry, has a Post Graduate Diploma in Financial Planning and is an international recognised CFP® professional at the Financial Planning Institute of South Africa.


Luzette’s experience extends to risk cover, banking, lending, saving and investing.  With a focus on business strategy, structural development, and growth, as well as estate planning, investment planning, employee benefits, and long-term insurance, she is committed to helping clients develop financial plans that guide them toward success. 


Things she’s interested in:
Luzette is a natural caregiver who cherishes spending time with family and friends. She loves hiking, traveling, and cooking. Luzette enjoys new experiences, especially those that involve music and wine around a bonfire.


Words to Live By
·   “The only way to do great work is to love what you do” – Steve Jobs

Tania Muir 

Tania joined Carrick when the group opened its office in Durban in 2014 and progressed in the operations department to head up the Offshore New Business team. During this time she successfully completed the RE5 regulatory exam and attained a Higher Certificate in Investment Administration.  

 After a brief hiatus, she returned to Carrick to assume her new role which resonates with her background in public relations and marketing. Her career in diverse industries enabled her to solidify her communication, administration, and project management skills; and she is driven by opportunities to learn and grow in any role she finds herself in, which is also supported by her willingness to adapt to new environments. 

 Her primary focus is her two teenage daughters and ensuring that they have the support and nurturing needed to fulfil their lives. She also has a passion for amateur photography and painting, which she combines with her love for wildlife and birding.  

Her favourite quote: 

“We are shaped by our thoughts. We become what we think.” – Buddha 

How you can contact her: 

Email Address: [email protected] 

Mobile Number: 074 897 4384 

Tarryn Jansen van Rensburg

Tarryn Jansen van Rensburg is a highly accomplished finance professional who has recently taken on the role of Private Wealth Manager at Carrick Athena, a groundbreaking wealth advisory firm designed exclusively for women in South Africa. With a career spanning over a decade as a Wealth Manager at PSG Wealth, she has amassed extensive experience and knowledge in the financial industry. Prior to her role at PSG Wealth, she served as a Private Banker at Absa Wealth.

Her educational journey includes earning a Post Grad Diploma in Financial Planning from the University of the Free State, a Post Grad Diploma in Management from Wits Business School, and a Bachelor of Science in Sport Science from the University of Johannesburg. 

Tarryn is dedicated to helping women achieve financial freedom, regardless of their life stage. Her commitment to empowering women along their financial journeys makes her a valuable addition to Carrick Athena. She brings a wealth of expertise, passion, and dedication to her role, and she is poised to make a significant impact in the world of wealth management for women.

Ryan Gilburt

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

I am very goal orientated, both in the long and short term. I know that the team I have at Carrick will assist and support me in reaching all these goals. In turn I can bring the best professional value to all clients, both present and future.   

 What is the best part about your job?  

The best part of my job consists of learning each day how to constantly add more value for my clients and doing so beyond their expectations. I also enjoy assisting my colleagues when possible or when nee

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

At Carrick we are stewards of our clients’ wealth and architects for their future investment aspirations. Having started my career in investment banking and portfolio management I contribute and add to the Carrick ‘DNA’ by leveraging these skills to ensure the efficient and successful outcome for our client’s investing ambitions whilst imparting knowledge garnered across the international wealth management landscape. 

What is the best part about your job? 

The best part of my job is building trusted relationships with clients based on applying investment strategies and solutions centered around their unique personal and professional circumstances and guiding them through the investment journey to attaining their desired outcomes.

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

Carrick has allowed me the platform and the opportunity to execute on skills garnered across the width of the wealth management landscape and focused it to best serve our clients, their accumulated prosperity and most importantly, their family’s future abundance. 

What is a typical day at work like for you?

My day starts off with a roundup of overnight global market updates and keeping abreast of any macro-economic changes affecting client portfolios. The majority of my day is spent in consultation with clients structuring and caretaking bespoke investment solutions. 

Abigail Reynolds

Abigail was born in India and had already lived in India, Italy and South Africa by the time she was 3 and her family returned to live in their home country of Zimbabwe. She completed junior school in Zimbabwe and then high school in Cape Town, South Africa. She then completed her BA.LLB degree at the University of Cape Town, where she finished on the Dean’s Merit List. She was a Rotary Exchange Student for a year in Argentina, having sailed her way there as a member of the first ever school team in the Cape to Rio yacht race. During her studies she also lived and worked for various months at a time in Europe, to gain a broader perspective.

She completed her law articles at DLA Cliffe Dekker Hofmeyr, then went on to consolidate her love of corporate and commercial law under a well renowned mentor attorney at Bernadt Vukic Potash and Getz. To deepen her corporate transactional experience she spent 4 years in the merger and acquisition team at Investec Private Bank, Cape Town.

In 2012 she opened her own law practice trading as Reynolds Attorneys, under which she and other specialist attorneys offer bespoke law services to a range of clients. The services offered by her firm include corporate & commercial law; wills, estates and trust law; labour law; litigation; conveyancing; mediation; and IT, technology and electronic communications related law.

She is a qualified and practising mediator, and volunteers at the Wynberg Children’s Court one Saturday each month to mediate disputes between parents.
She has been elected to various law committees, including at a national and provincial level.

She is a passionate eco warrior and loves the outdoors, and is as comfortable in water as on land. She loves her dogs fiercely, and the same for her husband and friends.

Katrien Fouche

Katrien is a fiduciary specialist who focusses on estate planning and trust-related services. Katrien is an admitted attorney with a BCom(Law), LLB from Stellenbosch University. Katrien further obtained a Post Graduate Diploma in Tax Law (HDip Tax) from the University of the Witwatersrand.

Katrien grew up in the Western Cape and on completion of her studies she joined ENSAfrica in Johannesburg, where she gained experience in banking and finance law, local and international tax and corporate restructurings. During this time her interest in private client work in the fiduciary space was sparked by exposure to estate planning, tax planning for individuals and drafting of wills and trust deeds.

She then decided to join the fiduciary services industry as a fiduciary specialist, working with high-net-worth individuals as professional independent trustee, administering trusts, providing estate planning services and drafting of wills and various agreements.

Family is the most important thing in life to Katrien. She enjoys spending quality time with her husband and children, and taking walks with her dogs.