Born and raised in Cape Town, Lisa matriculated from Milnerton High School in 2010, obtaining distinctions in Design and the top award for Visual Art. She then completed a 3-year Diploma in Interactive Media at Concept Interactive. Her first job was as Junior Graphic Designer for LIPCO Law For All, a legal insurance company in Milnerton, where she gained valuable experience in both print and digital media and specialised in corporate company branding. After 4 years at LIPCO, she joined Carrick as its Graphic Designer and heads the design team at Carrick Wealth. In this capacity she manages the company’s brand, ensuring consistency across all platforms while adding her unique creative flair.

Things she is interested in:

Lisa’s hobbies include drawing, painting, reading, working out and she is also an avid Lego collector

Michele was born and raised in East London in the Eastern Cape to parents who were in the music industry. She was schooled at Clarendon High School for Girls and is now a member of the Old Girls’ Guild.

Michele holds a paralegal diploma and completed various business-related studies with UNISA and the University of the Western Cape. She also completed some studies with the Chartered Secretaries Southern Africa.

Michele has more than 22 years’ experience gained in the legal, research, engineering, and financial services environments. She joined Carrick Financial Services in July 2018.

Things she is interested in:

Michele has a deep love for all things “music” and still plays the keyboard. She is also a competitive ballroom and Latin dancer. Spending time with family is also paramount!

As a born and bred Capetonian, Melissa matriculated from Gardens Commercial High School in 1996 where she captained the girls’ basketball and cheerleading teams. In her career to date she has worked in property management, sales and rentals, finance, human resources, and insurance. Positions she has held include Senior Executive Assistant, Property Portfolio Manager, Senior Executive Admin Assistant, and Human Resources Admin Assistant. Being involved in project management entailed managing and executing mentor and coaching programmes. Melissa says as a proud wife and mother of a daughter her family means everything to her. 

Things she is interested in:  

Melissa and her family enjoy being at the beach or having seaside holidays together, while she and her husband enjoy outdoor activities such as running, hiking, and cycling. She also enjoys cooking with her family, trying new things inspired by TV chefs such as Jamie Oliver, Gordon Ramsay and Nigella. 

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

When I started at Carrick, I began where all great leaders started – at the bottom. I had the privilege of seeing ‘how the wheels turn’ in the company. As I progressed through various roles to become a Wealth Manager, I learned a great deal about the team that now supports me as well as our clients. This has given me the utmost belief in our ability to exceed expectations and go the extra mile for all Carrick clients. I am honoured to be part of a company that is dedicated to client service and innovation. 

What is the best part about your job?  

The best part of my job must be when I am able to help my clients and give them the peace of mind that they may not have thought was possible. It is incredibly rewarding when I can exceed client expectations. 

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

Since joining Carrick, I have had the benefit of learning from highly experienced individuals in my team who have been more than happy to share their knowledge and expertise. It has been a privilege to grow and develop amongst a team of such hard-working and talented financial professionals. By pushing each other to exceed what we thought was possible, we have achieved incredible growth and success through shared commitment and accountability. I have also learned that the ability to adapt to changing circumstances is paramount in our field of ever-changing circumstances. 

What is a typical day at work like for you?  

My typical day starts with an hour at the gym so that I am refreshed and ready for the day’s events. I then start my morning with coffee whilst going over the day’s schedule and responding to emails. Most of my working day is spent meeting with clients, reviewing portfolios and preparing recommendations. I also like to set some time aside to stay up to date with global financial affairs or studying towards a further wealth management qualification.

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

The future of Carrick Wealth Malawi is bright and is in our hands. My role in the organization is not only to increase business but also to conduct myself with professionalism, integrity, and due diligence in executing my role as a Wealth Specialist.

What is the best part about your job?

Changing people’s lives by helping them improve their relationship with money so that they can focus on other things that are important to them.

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

Working in a diverse working environment challenged me to be better and to think outside my box.

What is a typical day at work like for you? 

First thing in the morning when I get to my desk, I go over my to-do list for the day which I prepared at the end of the previous day. This list will include meetings with new prospective clients, following up with existing ones, administrative work, and office meetings.

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

My contribution to Carrick comes from working together with my colleagues as a team in providing the best advice and service to clients with regards to offshore investment. I will strive to improve the quality of service and business to the satisfaction of our clients to keep Carrick’s Team Zimbabwe the best in the World. 

What is the best part about your job?  

The best part of my job is when I am with clients giving them my best professional advice that I know will benefit them in the future. 

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

I believe my personal and professional growth at Carrick will derive from professional training and continuing to add to my professional qualifications. That, I believe, will help me sharpen those skills that I enjoy most in my work advising people worldwide. 

What is a typical day at work like for you?  

A typical day at work for me is full of activities, such as having a minimum of four appointments a day, preferably more. That helps my team to achieve our quality, production, and budget targets on a weekly and monthly basis.  

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

I contribute to the success of Carrick by adding value for my clients on an ongoing basis and ensuring that their needs and expectations are fully. Furthermore, I also always make sure that I protect the Carrick brand and uphold the organisation’s values of integrity, transparency and professionalism.

What is the best part about your job?  

The best part of my work is meeting and conversing with prospective clients from different spheres and different parts of the world. I truly enjoy getting to know their dreams and aspirations and then matching that with the Carrick service offering to turn them into reality. I find true comfort in assisting all my clients.

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

I have learnt so much working for Carrick. In my time here, I have sharpened my ability to absorb information, traditions, and cultural norms from around the world; to maintain a global mind-set; and to endlessly think outside the box.

What is a typical day at work like for you? 

Typically, a workday involves touching base with all my clients, speaking and meeting with prospective clients, and reading up on international news in order to stay in the know with what is going on in the market.

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

I work as a Wealth Specialist and contribute to the success of the company by really pushing the Carrick brand in the best way possible. I do so by being a good brand ambassador on whatever public platform I may be featured on, be it on BBC or Bloomberg, at workshops, or at networking events. I carry myself in a way that will represent the company in the best light possible, because working for Carrick as a Financial Advisor is something that I am very proud of.

What is the best part about your job?  

The best part of my job is the fact that I get to sit in front of people such as fathers who are concerned about the wellbeing of their families, mothers who want the best education for their children, or just couples who are serious about their retirement. As such I have the opportunity to help them secure their financial future and gain peace of mind, which is something that I cherish.

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

Working at Carrick has helped me develop a lot of self-confidence which I have applied in various aspects of my life. And I have learnt to listen, to pay attention, and to actively demonstrate to others that I truly value their opinions and what they have to say, whether they are my clients or my colleagues.  I have also learnt to cut out any distractions that impede my ability to listen.

What is a typical day at work like for you?

My day begins early in the morning with me spending at least half of every day pounding the pavement developing a referral network or meeting with prospects in person. I also spend time establishing a strong digital presence and writing articles and posts for my LinkedIn page. As a Financial Advisor, I spend time servicing existing clients and reviewing client portfolios, answering client inquiries, and addressing outstanding issues before moving on to new business. This approach is also the best way to generate new business because clients who receive excellent service are happy clients who will make referrals. So prospecting, meeting clients, closing sales, marketing, customer service, and administration are the order of the day.