Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I work in Client Servicing where we strive to go above and beyond with client interaction and service. I believe that by coaching, educating, and correctly advising my clients I help get them in the best position to make informed financial decisions. I also like to look within Carrick at operational efficiencies and where they can be improved.
What is the best part about your job?
I really enjoy doing market and equity research. Finding companies and funds and discovering trends are areas which I would like to specialize in. Armed with this knowledge, I then relish the challenge to explain these findings to clients in ways they will understand. That involves using spreadsheets, infographics, and short summaries/insights. Servicing clients from different backgrounds and industries also improves my perspectives and interactions with other clients.
Tell us about your personal and professional growth while working at Carrick.
I have learnt the importance of disciplined investing, diversification and time in the markets for both myself and my clients. I have successfully completed my post-graduate Diploma in Financial Planning through Stellenbosch University while working at Carrick. I now have superior theoretical knowledge regarding the importance of long-term, goal-driven financial planning. I would like to continue to improve my self-confidence and engage in meaningful planning for our clients.
What is a typical day at work like for you?
I start my workday with market updates both in South Africa and globally. I use this as a foundation to guide my interactions with clients and my transfer of knowledge to them. I then engage with my manager early in the morning to set goals for the day. After this, I start working on my clients’ portfolios to ensure they are satisfied with their financial plans and investment decision making. I conclude the day with some market research or reading for self-improvement.
We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.
“We, Tom and Thea Kellett, find our dealings with Greg Hyson as a professional, competent and friendly consultant who attends to our enquiries timeously with the request, answer or information.”
We are always looking for driven people to join our growing team.