Financial advice

BlueStar financial advisory services

Sanlam’s flagship professional financial advisory model

Individuals across South Africa can rely on tailored and innovative financial advice and solutions offered by teams of accredited financial advisers at Sanlam’s BlueStar businesses.

BlueStar - Home - BlueStar financial advisory services

Our financial solutions

BlueStar advisers are committed to helping individuals reach their financial goals. They will help you achieve sustainable wealth and live with financial confidence with a diverse range of financial solutions.

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.

Choose business model

Run your own BlueStar business

We offer exciting opportunities for advisers interested in establishing their own Sanlam BlueStar practice. Find out more about the business models that advisers can choose from.

Management Outsourced (MO) business model

The 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. So, you’ll be the franchise principal of a number of BlueStar advisers.

Business models for financial advisers

Sanlam's BlueStar business models include niche, professional advisory practices that are independently owned by the advisers. Sanlam provides the full spectrum of practice management and business support to the advisory team and their operational staff.

Talk to us

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