Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I believe that Carrick Wealth brings a new take to holistic planning and true offshore investing for clients. In my role as a Wealth Specialist I bring these unique offshore opportunities to my clients, which none of the local traditional insurance companies have access to, while still incorporating holistic planning through independent financial advice onshore.
What is the best part about your job?
The best part of my role at Carrick is finding real solutions to my clients’ retirement and estate duty problems, and for their offshore requirements.
Tell us about your personal and professional growth while working at Carrick.
I have walked a long road in the financial services world and Carrick Wealth is the place where I see massive growth opportunities both professionally and personally for myself.
What is a typical day at work like for you?
Each day starts and ends the same for me: 4am wake–up, gym, emails at 7am, client meetings from 8am onwards, followed by emails and responding to clients from 4pm. I am in bed by 10pm for my ‘beauty sleep’.
We are always looking for driven people to join our growing team.