Value Proposition to clients Johan Loubser Financial Planner Value Proposition to clients
Johan Loubser – Financial Advisor Meet the team Johan Loubser – Financial Advisor Background in Accounting and Tax planning. Previously a junior accountant. Joined Liberty Life October 2015 Currently completing a Bcom Financial Management Degree through Unisa where after I will be doing my post graduate in Financial Planning and obtain the CFP designation. Support Team: Manager – Chris Roux, 20+ year experience in the financial industry. CFP designation holder. Signs off on all advise given in the first two year of my career as financial advisor.
My role as financial advisor: Access your current financial situation, discuss your goals and concerns, align your goals with your current situation and point out shortfalls to reach those goals and take care of the concerns. Financially educate you in the different options available to you, the implications of certain decisions. Recommend and guide you towards the most suitable financial plan for you. Continuously work on reaching your financial goals by building a long term professional relationship What you can expect from me: Honest and proper financial advise. 48 Hour response time on all emails, queries or requests. Annual reviews to ensure that everything is still as discussed initially and to make any needed changes to portfolios. Quarterly reporting system an all policies and investments. (fullview) Monthly Newsletter, keeping you up to date with the latest financial happenings to educate and give a understanding of financial events that may influence you as client.
How do you benefit? How I will benefit? By allowing me to do a FNA and work with me going forward, you will be able to see the shortfalls in your financial planning and be educated on how you enhance those shortfalls. This will help you to make a informed decision on how to go forward. How I will benefit? I build my business on referrals, and if you feel that I was able to educate you by doing this FNA and this added value to your financial plan, I would like you to refer me to 5 - 7 of your friends that you feel could also benefit from doing a FNA and having a look at their financial planning.
Products and services: Risk Cover: Life Cover Funeral Cover Lump Sum Disability Income Protection Dread Disease Cover Retrenchment Cover Bond Cover Buy and Sell agreements Key Man Insurance Investments: Retirement Annuity Unit Trust Lump Sum investments 5 year endowments Education Savings Living and Life annuities Pension/Provident fund preservation Agile Retirement Range Evolve and Gateway Investment Range. Bold Living Annuity