Our Team of
Fiduciary Service Providers

Leslie Swart

Managing Director

Leslie Swart is the Managing Director of Carrick Consult, where she leads a team of experts in fiduciary and estate planning services. With a deep understanding of the complexities surrounding estate planning, Leslie’s expertise enables her to offer comprehensive solutions for clients at every stage of their financial journey.

Leslie holds a Bachelor of Laws (LLB) and a Master of Laws (LLM) in Estate Planning from North West University, equipping her with a strong academic foundation to navigate intricate legal and tax matters. Additionally, she carries the designation Fiduciary Practitioner of SA. Her career began with significant roles in top financial institutions, including as a Senior Fiduciary Specialist at RMB Private Bank and Wealth Succession, where she honed her skills in estate and trust management.

Her approach to fiduciary services is client-centered, emphasizing personalized planning that not only preserves wealth but also ensures that clients’ legacies are managed according to their wishes. Leslie’s dedication to providing exceptional client service has earned her recognition in the fiduciary industry, and her insight into complex trust and estate planning structures has made her a trusted advisor.

Fluent in both Afrikaans and English, Leslie is passionate about helping clients protect their families and secure their futures with integrity and professionalism. She brings both technical knowledge and a compassionate approach to every client relationship, ensuring that every aspect of their financial legacy is meticulously planned.

Rashay Makan

Director

Rashay Makan serves as the Managing Director of Carrick Wealth South Africa (CWSA), where he leads the strategic growth of the company and its subsidiaries, ensuring the delivery of superior outcomes to clients. ​

Since joining Carrick at its inception in 2014, Rashay has accumulated over a decade of experience in private wealth management. He has been instrumental in establishing wealth management teams and advising private clients across Africa. Prior to his current role, Rashay served as the Group Operations Director and Head of Strategic Projects. ​

Rashay completed his Bachelor of Business Science degree with honours in Finance at the University of Cape Town and has recently completed a Master of Business Administration (MBA) through the Graduate School of Business at the University of Cape Town. ​

Outside of his professional life, Rashay enjoys spending time outdoors, watching sports, reading, and values time with his family. He also has a passion for solving problems through technology and demonstrates a strong entrepreneurial spirit. ​

Declan Rochat

Fiduciary Specialist

Declan Rochat serves as a Fiduciary Specialist at Carrick Consult, where he combines his legal expertise and entrepreneurial spirit to assist clients in navigating complex wealth management and succession planning. Admitted as an Attorney of the High Court of South Africa, Declan holds a specialization in fiduciary services (FISA) and is committed to delivering exceptional client service. ​

Throughout his career, Declan has demonstrated a strong entrepreneurial drive and leadership qualities. He has expressed a deep commitment to making a positive impact, referring to himself as a “world changer” and emphasizing his dedication to working alongside influential individuals in his field.  

At Carrick Consult, Declan applies his comprehensive understanding of fiduciary law to help clients structure their estates effectively. His approach is client-centric, focusing on personalized solutions that align with each client’s unique financial goals and legacy aspirations.​

Declan’s professional philosophy is encapsulated in his self-description as “uncommon amongst uncommon people,” highlighting his dedication to excellence and his aspiration to work alongside distinguished professionals in the fiduciary sector.

Catherine Walker

Fiduciary Specialist

Catherine Walker is a highly skilled Certified Financial Planner® with over 14 years of experience in risk and retirement planning, and financial compliance. She has a proven track record of enhancing client relationships, improving retention rates, and delivering tailored financial strategies that align with both client goals and organisational objectives. During her tenure at First Rand Group, Catherine managed a diverse portfolio of 405 client households, overseeing approximately 900 policies. Through her expertise in retirement strategies and estate planning, she successfully conducted comprehensive annual reviews, driving improved financial outcomes for clients. Her ability to implement process improvements and track key performance indicators contributed to increased productivity and a client retention rate of 93% over a rolling two-year period.

Catherine holds a Postgraduate Diploma in Financial Planning from the University of the Free State, a qualification that served as a prerequisite for her CFP® designation. She further advanced her expertise with an Advanced Postgraduate Diploma in Financial Planning, specialising in Estate Planning and Personal Risk Management.

Marietjie du Toit

Trust Administrator

With over 14 years’ experience in administering deceased estates and nearly three years dedicated to trust administration, Marietjie brings both expertise and precision to her role. She holds a Legal Secretarial qualification and, in 2016, completed the UNISA course in the Administration of Deceased Estates, further enhancing her specialised skills.

A Cape Town native, Marietjie spent several years in Gauteng before returning to her home city in 2022. Her strong technical knowledge, meticulous approach, and unwavering commitment ensure that every matter she manages is handled with the utmost care and efficiency.

Tealitia Raschke

Fiduciary Specialist

Tealitia Raschke is an energetic and passionate professional known for her bubbly personality, determination, and strong work ethic. With a natural ability to connect with people, she thrives in collaborative environments

Tealitia’s approach is driven by integrity, honesty, and loyalty – qualities that shape both her professional relationships and leadership style.

Tealitia is a dedicated and detail-oriented attorney with a strong background in estate administration – from drafting wills and administering estates to liaising with heirs, creditors, and financial institutions and much more. She also has extensive expertise in civil litigation, debt collection, property law, and contractual drafting and much more. Known for her thoroughness and compassionate client approach, Tealitia is skilled in handling complex legal processes efficiently while maintaining a personal, client-focused touch.

Tealitia holds both a BCom Law and an LLB degree from North-West University, Potchefstroom, where she was actively involved in student leadership and advocacy, including mock trials and student representation.

Beyond her legal career, Tealitia has a diverse background in performance arts, having received South African Colours and World Championship titles at the World Championships of Performing Arts in Hollywood, Los Angeles. Her early achievements reflect her discipline, confidence, and ability to perform under pressure – qualities that continue to shape her legal career today.

Tealitia remains passionate about providing professional, empathetic, and efficient legal services to every client.

Explore Career Opportunities

We are committed to making a lasting impact – for our clients, for the communities we serve, and with the people who choose to build their careers with us. If you would like to explore a journey in fiduciary consulting at Carrick Consult, browse some of our most recent job openings below and start investing in your wealth.

Explore Now