Team - Employee-Placeholder

Carissa Malherbe

Commercial Lines Account Manager

I have been in the insurance industry for close to a decade. I have a higher certificate in Wealth Management and have specialized in the fields of succession planning, private wealth accumulation/preservation, investments and commercial lines. I have also written articles which were published in Profusion Magazine- touching on the importance of your Financial Advisor and our critical role in your life journey which can be found on my Linkedin page.

I currently live in South Africa and work remotely from here- but I do hope to visit the states soon!

What I enjoy doing for fun: I enjoy reading and writing. I am also a massive fan of the outdoors and enjoy a challenging hiking trail over the weekend- as often as possible.