Wealth Specialist - Johannesburg

Charlotte Friedrich

Tell us about how you contribute to the success of Carrick Wealth as an organisation.

I have 38 years’ experience in holistic financial planning. I understand wealth and how to create it for my clients by diligently following step-by-step processesDuring this period, I have not only created significant wealth for clients, but also for myself and today I am the owner of a hotel, a resort, a restaurant, and a wedding venue.  I have also built and sold two financial practices. One, LVS Insurance Brokers, the largest in Richards Bay at the time, I sold to ABSA Private Wealth; the other, AFSAPLAN Financial Services, I sold to my colleagues. 

 

What is the best part about your job?  

I believe the best part of my job is the satisfaction that comes from every day utilising my knowledge and expertise to support clients in reaching their goals and dreams to become financially independent. 

 

Tell us about your personal and professional growth while working at Carrick.  

I have only just joined Carrick, but I aspire to become a specialist in the direct offshore investing space. 

 

What is a typical day at work like for you?  

Busy, busybusy – planning, researching, and creating wealth opportunities and portfolio solutions for clients with regards to risk, investment and providing holistic advice 

WORDS TO LIVE BY

“I am an Eagle. I fly high to reach my dreams.” – My own words to live by

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