Estelle Loubser-Marais - Sanlam Financial Planner | Jenwil BlueStar | Bloemfontein
Estelle Loubser-Marais profile picture

Estelle Loubser-Marais CFP®

Sanlam Financial Planner

Bio

Get to know me

Learner | Achiever | Relator | Intellection | Input I am based in Potchefstroom, with a client base across South Africa. I specialise in retirement planning and investments. I hold the Certified Financial Planner (CFP)® and Certified Money Coach (CMC)® designations. In the trade ‘the human side of advice’ is often neglected. As your advisor, my promise to you is that I will not only advise you with the same care and diligence I would my own family, but I will also give you the support you need to stick to your tailor-made financial plan. I have had to overcome various challenges that had a big impact on my personal finances, and so I truly see it as my calling to help others master their personal finances. Assisting my clients to improve their quality of life, is my ultimate goal. I have built my practice with integrity and heart, with the foundation of my practice standing firmly on the pillars of loyalty, service, purpose, and trust.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Medical Cover
    • Gap Cover

Qualifications & Awards

Qualifications

  • Postgraduate Diploma in Management
  • Postgraduate Diploma in Financial Planning
  • Postgraduate Certificate in Education (Senior and Further Education an
  • Awards

  • Falcon Club

Interests

Things I like to do

  • Reading
  • Outdoor cooking
  • Kayaking
    • Performing music