Investor Relations

BlueStar Financial Advisory Services


What is a BlueStar business?

Since 2007, Sanlam has been empowering its financial advisers through the BlueStar initiative to build their own, independent financial services businesses, while still operating under the Sanlam brand. The company also encourages independent intermediaries to join the Sanlam family as BlueStar business owners.


BlueStar business owners receive extensive training from Sanlam, and are able to recruit and appoint their staff with Sanlam's assistance. Moreover, the partners and other stakeholders recruited by these businesses also undergo Sanlam training over a period of 24 months in the various aspects of financial services.


In addition, BlueStar businesses have Sanlam’s technology, marketing and management expertise, and legal and financial support at their disposal.

What sets BlueStar businesses apart?

Because we understand your hopes of a secure financial future, every Sanlam BlueStar business is equipped to provide a full spectrum of financial services and expert advice. When you ask us to plan your financial future, you will have:

  • the expertise of an entire financial team at your disposal;
  • the guarantee that even though the team or team members might change, the service levels will not; and
  • the assurance that the frequency of interaction, and the scope of our services are contractually agreed.


We stand ready to help you with:

  • personal contingency planning;
  • investment advice and planning;
  • retirement planning;
  • estate planning;
  • wills and trusts;
  • education provision; and
  • home loans.
  • Business sustainability planning

 
We share your vision of a secure financial future.

See the list below for a BlueStar business in your area.


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