Chiima is a Private Wealth
Manager at Carrick Wealth, with a BCom Financial Sciences degree from the
University of Pretoria, where he focused on Business Accounting, Internal
Auditing and Financial Management. His current area of expertise is wealth management,
with a particular interest in investment management, financial markets and
long-term wealth creation.
Chiima began his career in the
financial services industry in financial assessment and debt management, where
he gained valuable experience in understanding clients’ financial
circumstances, assessing affordability and developing personalised financial
solutions. Over the course of his career, he developed a strong interest in
investments and broader financial markets, ultimately leading him to pursue an
opportunity in private wealth management. He is currently furthering his
investment knowledge through his CFA studies.
Building relationships and
understanding what drives people’s financial decisions are among Chiima’s
greatest interests. He is passionate about developing his knowledge of the
investment world and believes that successful wealth management goes beyond simply
selecting investments. It is about understanding a client’s goals, building
trust and helping them make informed decisions with their long-term financial
future in mind.
Outside of work, Chiima has a
strong interest in fitness, personal development, travelling, and meeting new
people. He enjoys challenging himself, learning from others, and continually
looking for opportunities to grow both personally and professionally.