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

For me, building lifelong relationships is the key to preserving family wealth. I am also passionate about protecting and growing wealth from one generation to the next. 

 

What is the best part about your job?  

The one thing that makes me happy is knowing that my client is in a better position financially and that I have made a positive difference in his /her life. 

 

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

I have only just joined Carrick and look forward to working closely with the Carrick team, and also to build and grow a close-knit team in the Pretoria region. 

 

What is a typical day at work like for you?  

Each day is different, which is what I love about my job. Today I may meet a potential new client for the first time, and tomorrow I may be having coffee with an existing client, discussing the client’s future.

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

I have been with the brand since inception and therefore I consider myself a loyal employee. I provide holistic advice to clients with particular emphasis on offshore structuring and investments. I also do acquisitions and on-boarding of new clients. I consider myself to be a people’s person with the ability to engage and interact with various types of clients. I also help with the development of new Wealth Specialists joining the company to enable them to achieve success. I make proactive efforts to maintain sound business ethics and to facilitate company growth within the greater Johannesburg region. I am a team player who values honesty and integrity.

What is the best part about your job?

I enjoy meeting new individuals and assisting them and their families with wealth creation and wealth preservation. I gain much satisfaction from providing independent and holistic opportunities and advice to my clients, and to be able to assist them with offshore and local investment planning. I truly enjoy making a difference.

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

On top of my five and a half years’ experience, working at Carrick provided me with the opportunity for self-development and gaining maturity within the industry. It has also allowed me to obtain certificates through the Chartered Institute of Securities and Investments (CISI) and I am currently enrolled for the Higher Certificate in Wealth Management. The knowledge I have gained while working at Carrick enables me to engage with any client type while providing the best financial options suited to their requirements. I contribute one of the largest books within the company and have contributed to the expansion of the Johannesburg office via my company consultations as well as one-on-one engagements.

What is a typical day at work like for you?

I meet with current clients to ensure valuable, proactive client experiences and discussions. I also have discussions regarding new prospects and have meetings with prospective new clients. Furthermore, I acquire referrals and networking opportunities by partaking in event planning (Gold Days, Ride & Drive Events, Wine Tasting etc). Then I do follow up discussions and service provider interactions.

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

I do my best to contribute towards the team and to assist my colleagues where possible, for the benefit of Carrick, our business, and our clients.

 

What is the best part about your job?

The best part of my job is to assist clients and help them reach financial freedom by giving them the best service in the financial industry.

 

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

I have been with Carrick since day one. In this time my work here at Carrick has allowed me to develop my skills in offshore investment. I also was able to qualify as a Certified Financial Planner during this time.

 

What is a typical day at work like for you?

Much of my workday is taken up by looking for new clients, following up with providers on outstanding cases, and then updating my clients. In-between I do any necessary administrative tasks that need to be done

Paul is a highly experienced and knowledgeable investment specialist. He joined Carrick Wealth in November 2015, having worked in various capacities for some of the major investment and product houses in South Africa.

Most of his schooling was spent at prestigious Grey College in Bloemfontein before his family moved to Cape Town.

He has spent 11 years thus far in the financial services industry, and holds a Higher Certificate in Wealth Management (NQF5 and RE5) and passed the Key Individual examination, which qualifies him to manage a financial services company. He is currently working towards CFP® certification.

His experience covers financial property investment, investment specialisation with Discovery, and life assurance and investments with Liberty, and ACS Financial Services. At both Liberty and Discovery, he was awarded various certificates as a Top 10 Consultant.

Paul specialises in investment solutions and financial planning including business assurance, estate and retirement planning, and risk.

 

Things he’s interested in:

By nature, Paul is a natural sportsman and holds Free State colours in cricket and soccer. Nowadays, he enjoys golf, mountain biking, reading and cooking. He has travelled extensively both for work and for pleasure, and enjoys cultural experiences, especially when it comes to food tasting.

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

I was extremely fortunate to have originally been hired to start up the Carrick Concierge division in 2017. My impact within that department allowed the team to grow to where it is today. Since my departure from the servicing division, I joined team Cape Town, where I feel I have provided a positive and good attitude towards the team’s success.

 

What is the best part about your job?

The best part of my job is adding value for the clients that I meet and seeing them happy and satisfied as a result.

 

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

I feel that my time at Carrick has allowed me to develop into a better professional in my industry. This includes providing full and holistic advice to local clients.

 

What is a typical day at work like for you?

Having a good laugh with colleagues and clients but at the same time making sure my diary is full and I am having productive meetings, so that I can meet my obligations as a Wealth Specialist.

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

I believe that everyone should have access to tailored advice and service; something that grows with you, rather than something that you must fit into. Giving the highest levels of care and attention to clients throughout their financial journey, with the support of my team, means that we build long-lasting relationships which add true value to people’s lives. My clients are part of the Carrick family and are treated with the highest levels of care as such. This all encompasses the Carrick vision and values.

 

What is the best part about your job? 

The best part of my job is making a real impact in people’s futures and creating a legacy for their families.

 

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

I have been involved in building, coaching and working with a team of hard-working and caring individuals. As such we have grown an amazing ecosystem of shared values that we drive together. It pushes us to go beyond obstacles we may face in finding ways of achieving the shared goals of ourselves and our clients. The ability to adapt to change has also been a strong area of growth on a personal and professional level for me. If you pair all of this with our positivity, our focus, and an insatiable appetite to constantly raise the bar, it gives one a recipe for success all round. These are all things I am truly grateful for.

 

What is a typical day at work like for you?

First, my day is usually structured around ensuring that my team and I have a solid plan for the day. I provide coaching and ensure that we are maximizing every hour to add value in as many ways as possible. When I am not actually travelling to meet with them, I get to catch up with some amazing clients all over the world with the help of the modern technology that we are so fortunate to have. Client servicing is also a huge part of my day-to-day activities, as is being there for clients who reach out for support. My door is always open; physically and virtually.

Seanagh was raised in South Africa’s Eastern Cape and matriculated from Kingswood College. She completed a degree in BCompt Accounting Science and holds International certificates in Securities & Investments and Wealth & Investments. Whilst in London, she worked with some of the world’s largest financial institutions and has been with Carrick since its inception in 2014.​

Seanagh’s journey to Carrick saw her running her own company for fifteen years and focusing on placing clients’ needs and goals at the forefront of all strategies. With a keen sense of problem-solving and a refreshing appetite for innovation, tempered with risk management, Seanagh has been in training to launch Carrick Athena her whole life. She has combined her interest in psychology and technology to build a platform to service women’s financial needs in a personalized, bespoke way.​

With a sincere passion for the female need to nurture and change lives, she ran the gauntlet of the political minefield around women, finance & power, only to come out on the other side with a strong, sincere, and fearless brand that equals financial freedom.​

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

I bring high energy and innovative solutions to Carrick to help develop the business so that everyone can benefit. I share my experience and technical skills gained over a 30-year career in financial services.

 

What is the best part about your job?

Meeting new people every day and understanding their life story and then helping them to understand and take ownership of their finances.

 

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

Working at Carrick, I improved my story-telling ability and was able to move away from being a pure technical numbers man and getting away from the detail.

 

What is a typical day at work like for you? 

Very busy. It involves speaking to existing clients and potential clients with many meetings. In addition, there’s always the training and learning of new skills, be it technical, marketing, interpersonal or IT.

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

As an experienced Financial Advisor, I believe I am able to contribute substantial knowledge in providing strategic financial planning advice to our clients. I am also a UK pensions expert and having worked in London for most of my career, I bring diversified technical expertise to the Carrick Team.

 

What is the best part about your job?

Every client or business is different, and I love the diversity in the conversations I have and the work I perform every day. I derive great satisfaction from helping people.

 

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

Carrick has helped me significantly to develop my sales and entrepreneurial skills.

 

What is a typical day at work like for you?

Most of my day is spent in meetings, on the phone, writing emails and doing technical analysis for my clients. I always allocate time in my week for networking, business development, training and catching up with my professional network and introducers.

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

Having been trained by the Directors of the company, I have a good understanding of what it takes to be successful in the industry. This has helped me often to find alternative ways of looking at problems and thereby to help my colleagues and clients find the best solution. I am very approachable and always try to be kind and helpful to others in my everyday life. I truly enjoy helping people regardless of whether they are clients or colleagues. I hope my positivity has an impact on the people around me. In conclusion, I think the fact that I care about people makes me an asset in many respects for the company.

 

What is the best part about your job?  

The best part of my job is meeting new people every day and the fact that the advice I provide is never the same; it changes all the time due to ever-changing markets and people being in different stages of their lives. This makes my work very interesting as you never know what to expect.

 

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

As already mentioned, being trained by Carrick’s Directors has given me tremendous insight into how the industry works and has helped me to give my clients the best advice and service. Since joining Carrick, I have also completed my RE5 certificate, as well the International Wealth and Investment Management level 3+ qualification from the Chartered Institute for Securities & Investment (CISI). I plan to continue my studies to level 4 by the end of the year.

 

What is a typical day at work like for you? 

Typically, my day involves scheduling appointments and meeting with prospective clients. Ideally, I would love to spend the day playing golf with new prospective clients.