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.
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.
- Personal
- Business
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.
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.
