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BlueStar financial advisory services

Sanlam’s flagship professional financial advisory model

Sanlam-authorised BlueStar businesses are located across South Africa and provide access to a number of financial experts in one place. Each business consists of a team of accredited financial advisers who offer professional financial advice and personalised solutions. So, both clients and advisers can expect an innovative and differentiated approach to financial planning.

Run your own BlueStar business

We offer exciting opportunities for advisers interested in establishing their own Sanlam BlueStar practice. Find out more below:

Management Outsourced (MO) BlueStar business

The Management Outsourced (MO) BlueStar business model encourages management entrepreneurship by allowing entrepreneurs to build adviser units at regional and national level, offering benefits to you and your client. In essence, you’ll be the franchise principal of a number of BlueStar advisers.

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BlueStar practices

Sanlam’s BlueStar business model is a niche professional advisory practice owned independently by the advisers. Sanlam provides the full spectrum of practice management and business support to the advisory team and their operational staff.

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Get financial advice in your area

No matter where you are, you can now find a professional and experienced financial adviser in your area. Sanlam BlueStar businesses are authorised by Sanlam to provide a wide range of personalised financial solutions – from financial planning and short- and long-term term insurance, to investment advice and retirement planning.

It’s never too early or too late to take control of your financial future. BlueStar advisers are committed to helping individuals and businesses reach their financial goals and will go above and beyond to help you achieve sustainable wealth and live with financial confidence.

Our financial solutions

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Financial planning

We’ll help you develop a complete financial plan.

Retirement

A comfortable retirement starts with saving now.

Insurance

Insurance solutions that offer peace of mind.

Investments

We can help you achieve your financial goals.

Surety cover

A necessity to protect your family against business debt.

Buy and sell cover

Protect your business share with buy and sell cover.

Key person insurance

Safeguard your business against key person loss.

Talk to us

Reach out to us if you
have any queries