Your CoDA: Jan Loubser

 

Jan Loubser

Area: Western Cape

Tel: +27 (0)21 970 3353
Fax: +27 (0)86 614 2533
Cell: +27 (0)83 297 7778
Email: jloubser@oldmutualpfa.com
linked in



Born on 11 November 1947, it is clear where Jan’s strong personality comes from. He is the eldest of two, born in Vredenburg on the Cape West Coast and matriculated at the Vredenburg High School where he was a star in rugby and athletics.

Jan started working for Old Mutual in 1971 – initially at the Vredenburg office but soon transferred to Cape Town’s Northern Suburbs. On 29 January 1999 he acquired an extended family - he loves spending time with his 6 children, 5 grandchildren, and wife Rina.

He successfully obtained his CERTIFIED FINANCIAL PLANNER® designation and has received numerous awards and accolades at Old Mutual.

Due to the growth in Jan’s Practice and his focus on personal interaction with clients it has become necessary to start a General Practice, called Loubser & Associates in 2011. By doing this Jan ensured that his legacy in Old Mutual will carry on through quality advice and the humanity he brings to his planning.
(See my Gallery for photo of Associates at Practice of the Year ceremony 2012. Also find us on Linkedin.com to see list of services offered.)
 


News Letter June 2015

26 June 2015
Update on Fairbairn Capital migration and Economic Overview read more >

Nuusbrief Junie 2015

26 June 2015
Opvolg ivm Fairbairn Capital migrasie en ekonomiese oorsig. read more >

News Letter March 2015

17 March 2014
News Letter read more >

Nuusbrief Maart 2015

17 March 2014
Nuusbrief read more >

So werk jou Gevreesde Siekte dekking.

29 November 2013
Dr. Marius Barnard, Suid-Afrikaanse hartspesialis en pionier van gevreesdesiektedekking, het gesê ’n mens het nie net versekering nodig omdat jy gaan sterf nie, maar ook omdat jy gaan leef. read more >

Old Mutual GAP - cover

10 October 2013
Click on link below for more information on the product. read more >

Tax break changes on Income Protection.

19 August 2013
Proposed changes to current legislation might have an impact on the tax deductibility of current Income Protection policies. read more >

Intestate Succession (English)

3 June 2013
Where a person dies in South Africa without a valid will, the assets of such person will devolve upon heirs in terms of the rules of intestate succession. With reference to the assets of a person’s estate, the following should be borne in mind: read more >

Intestate Erfopvolging (Afrikaans)

3 June 2013
Indien ‘n persoon in Suid Afrika sterf sonder ‘n geldige testament, sal dit tot gevolg hê dat sodanige persoon se bates in terme van die intestate erf... read more >

Is your investment the right one for you?

29 October 2012
There many ways to save and invest. Many options and investment vehicles to consider. So how does one go about choosing the most appropriate one to suite your financial plan? read more >


 


 

With the right financial advice, the possibilities are indeed infinite.