Sam Baker

As I prepare to say goodbye to the company, I can’t help but reflect on the incredible experiences I’ve had and the things I’ve learned during my time at Capital.

Working for the firm over the past 3 ½ years has been a privilege and such an invaluable experience that has helped me grow both personally and professionally. Over the course of my time at the firm, I learnt about the importance of financial planning and management, gained a deeper understanding of the industry, and developed strong professional relationships.

One of the things that has made my time at Capital so rewarding has been the opportunity to work with clients from all walks of life. From young professionals just starting out, to retirees looking to secure their financial future. I’ve had the chance to work with people from all backgrounds and learn about their unique financial situations. This has given me a much deeper understanding of the importance and value of personalised financial planning and the role that it plays in helping individuals and families achieve their financial goals and long-term stability.

In addition to the importance of financial planning, I have gained a deeper understanding of the finance industry as a whole. I have learned about the different investment strategies, asset classes, tax and financial products available, and the importance of staying up to date with changes and developments.

Along with these technical skills, the financial planning sector requires strong communication skills. As an administrator, I have worked closely with a variety of financial institutions, clients, and third parties to ensure the smooth running of operations. Capital has a strong culture of empowering the entire team. Over time, this has enabled me to develop my ability to communicate confidently, effectively and empathetically, which has been essential in building and maintaining relationships with our clients.

Another aspect of my time at Capital that I’ve really appreciated has been the chance to work with such a talented and dedicated team of professionals. From our senior advisors to our administrative staff, everyone at the firm has been incredibly supportive and helpful, always willing to lend a hand or offer guidance when needed. This has created a truly collaborative and dynamic work environment that has been both challenging and rewarding in equal measure.

I would like to take this opportunity to express my gratitude to everyone in the Capital team. Your support, mentorship, and encouragement have been invaluable, and I would not have been able to achieve all that I have without your help. You have been an inspiration to me, and I am proud to have worked alongside each and every one of you. I wish you all the best in your future endeavours and I thoroughly look forward to re-connecting when I return from my travels. The same applies to all of the clients I’ve been privileged to work with and, I hope, help.

As I prepare to leave and embark on a new adventure, I am filled with a mix of emotions. On the one hand I am excited to explore new places and gain new experiences. But on the other I am sad to be leaving behind such a wonderful group of people, clients  and a company that has played such an important role in my personal and professional growth.

Looking back on my time at Capital, I’m filled with a sense of gratitude and appreciation for all that I’ve learned and experienced. From the technical skills and industry knowledge that I’ve gained, to the relationships that I’ve formed with clients and colleagues alike, this has truly been a once-in-a-lifetime opportunity that I will always treasure. And while I may be leaving this chapter behind, I know that the lessons and experiences I’ve gained will stay with me for a lifetime.

Sam Baker

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1 thought on “Goodbye and Thank you – reflections on my time at Capital.”

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    Good luck Sam. What a wonderful experience you have had at Capital. Have a wonderful time travelling. You will probably get more out of it after the formative time at Capital. Good luck!

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