Having evolved as an advisor across two centuries, Paul is a director of Carricks and a senior advisor for life and living insurances, investments, KiwiSaver, and retirement planning. He loves to make the financial stuff easier for clients. Throughout his journey, he has gained a graduate diploma in business studies and is both a chartered life underwriting professional and a certified financial planner practitioner. Paul also enjoys the broader arena of business development and directorship training. Paul loves to see both people and plans come to fruition by encouraging us to plant seeds today for tomorrow's rewards. Outside of business, Paul enjoys pottering in his big barn, riding his bike, and being a part of his growing family.
Sally began her career in the financial services industry after having children and feeling like she had something to offer the family business. She specialises in general insurance and health sectors as well as taking care of the domestic, business, farm, marine, and other specialist professional insurances. Originally from a nursing and pharmaceutical sales background, it has in particular provided her with key knowledge and understanding to be able to assist clients with their health insurance needs. She loves her job working with a great family team as well as meeting and serving the needs of the diverse client base. Outside of work you'll find her on a bike and generally enjoying the outdoors, cooking up a storm, or taming the large garden at home.
Nick joined Carricks as a financial advisor after previously working in an array of farming and landscaping sectors. Since 2022, Nick is a co-director of Carricks. He specialises in KiwiSaver, home lending, investments, life and living insurance, and health insurance. This means the ability to offer a 'start to finish' service, from a KiwiSaver in preparation for a first home purchase and mortgage, to then having appropriate insurances in place to cover it all. Nick loves working with younger clients looking for financial success and helping them find versatile solutions. Away from work, he enjoys being active in the outdoors right from up in the mountains to down in the ocean, or smoking meat on one of his many bbq’s.
Caitlin is often the first point of contact when calls or enquiries come into Carricks and is thriving in her new role as a general insurance adviser. She is an essential part of the team and is always available and ready to take on the next project or task with her constant positive radiance. Being her first role in the financial advice industry, it has been a welcomed change and the knowledge she gains daily enables her to assist both advisers and clients. Outside of work she enjoys travel, going to the beach, and the outdoors.
Tamsin's background has been in the insurance industry for almost 30 years. Mainly working with domestic, farm, and business insurances, she is a very valuable member of the team and brings a wealth of knowledge and skill to assist clients with their financial needs. Working part-time from her home office in Matangi, Tamsin enjoys the rural views as well as rabbits eating her attempt at a vegetable garden. When she's not working she loves to paint in various mediums but her true passion is riding and caring for her ponies. This has led her to be on the committee of the Hamilton Light Horse Club. She loves to be a part of Carricks and getting to know all the fabulous clients.
Our Financial Advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider license.
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