Luzette is a highly experienced and knowledgeable Financial Advisor. She joined Carrick Wealth in 2023, having worked in various capacities for some of the major private banks, investment and product houses in South Africa.
She holds more than two decades of experience in the financial services industry, has a Post Graduate Diploma in Financial Planning and is an international recognised CFP® professional at the Financial Planning Institute of South Africa.
Luzette’s experience extends to risk cover, banking, lending, saving and investing. With a focus on business strategy, structural development, and growth, as well as estate planning, investment planning, employee benefits, and long-term insurance, she is committed to helping clients develop financial plans that guide them toward success.
Things she’s interested in:
Luzette is a natural caregiver who cherishes spending time with family and friends. She loves hiking, traveling, and cooking. Luzette enjoys new experiences, especially those that involve music and wine around a bonfire.
Words to Live By
· “The only way to do great work is to love what you do” – Steve Jobs