Wealth Specialist - Durban

Kirsty Woolmore

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

I have an independent and unbiased view on all leading brands in the financial services industry in South Africa. I also have dedicated offshore partners who are driven by top talent and experience to deliver exceptional services that assist my clients with achieving their specific financial and investment goals. Partnering with a registered Wealth Specialist ensures long-term commitment to the client’s financial objectives as well as continuity that will safeguard the client’s legacy. deliver optimal results to businesses as well as retirees, sole proprietors, and highnetworth individuals by prioritising financial wellness through innovative yet sound financial and investment strategies. 

 

What is the best part about your job?  

The best part of my job is realising each day that when I get to sit across from a client, I am offered the opportunity to assist them with achieving their goals and ultimately their dreams. My greatest reward is to see their faces light up when I am able to offer them solutions for their immediate and future financial needs. My career allows me to enjoy what I am passionate about, meeting new people and making a difference by delivering bespoke investment solutions for my clients.  

 

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

believe that one constantly experiences and benefits from much personal and professional growth in a company like Carrick, as Carrick holds all its employees to a strict code of professionalism and respect for clients, colleagues and oneself. At Carrick we have a strong learning and improvement culture that encourages its employees to always strive towards gaining more knowledge of the industry, which stimulates our personal growth. I have found that I have been able to achieve, through growth and support, the dreams and goals I once thought impossible. 

 

What is a typical day at work like for you?  

Being in a career and industry that I loveI find that never feel a single day to be like it is work. I engage with like-minded individuals who have similar goals and dreams and a desire to achieve them. I assist my clients with lifechallenging and life-changing decisions and as a result find that this is one of the most rewarding careers for me. I love the coffee, the great company culture, and the discussions I have with my colleagues when we bounce ideas around on how to improve ourselves and the overall service we deliver to clients 

WORDS TO LIVE BY

“The purpose of Life, after all, is to live it, to taste experience to the utmost, to reach out eagerly and without fear for a newer and richer experience.” – Eleanor Roosevelt

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