Client Service Associate
What do you enjoy most about wealth management?
I really enjoy the clients I’ve been able to meet and work with, and seeing how that background work actually makes a big difference in our clients’ lives.
What’s the biggest challenge?
I came to Capital Partners straight out of university, so wrapping my head around the Wealth Management industry has been a challenge in itself!
What do you love most about being part of Capital Partners?
The people! I get to spend most of my week with incredibly fun, intelligent and big-hearted people.
What quality of yours makes you suited to what you do?
I love getting to know people well and knowing that collectively, we can make our clients’ life easier.
How should people think about their wealth?
Wealth or the abundance of it, is never the goal, merely the means to living life to the full – whatever that may look like for you.
What do you love to do outside of work?
Seeing family & friends, being involved with my local church, dreaming up ideas for the house I’m building!
What does your ideal holiday look like?
Time with friends! I’m not fussed with the weather or location; but just enjoy getting time with the people I love.
Education and Associations
- Bachelor of Commerce