What do you enjoy most about wealth management?
It’s an exciting environment – there is always a lot going on and a great deal for me to learn.
What’s the biggest challenge?
This is a busy company with many projects taking place – keeping abreast of everything that is happening is a challenge.
What do you love most about being part of Capital Partners?
Working with a team of great people from diverse backgrounds, and being part of a business that genuinely strives to make a positive difference.
What quality of yours makes you suited to what you do?
Being able to multi task and change hats, and I enjoy being part of a collaborative team.
How should people think about their wealth?
It is one tool in your box – helping you to achieve goals and live life. It is something to take care of and think about.
What do you love to do outside of work?
Spending time with family and friends. Discovering new places and people.
What does your ideal holiday look like?
I love to travel – so anywhere away from home is exciting!