About Us | Albatros BlueStar | Sanlam Financial Planners Pretoria
about

About

Who we are

We are a team of specialist financial planners in Lynnwood Manor, Gauteng and we’ve been providing our clients with personalised advice and financial solutions since 2007. Our goal is to actively help you draw up, implement and maintain a programme aimed at your financial independence. Our business is based on the promise to provide the best possible advice and outstanding service, ensuring that you have a superior client experience.

Our people

Financial planners

Support team

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    Customer Service Officer

    Tania Joubert

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Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Sanlam Reality
  • Fiduciary Services
  • Medical Cover
  • Gap Cover
our services
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OUR PROCESS

How we help you

Our financial planners will help you develop a complete financial plan. This will include information on how to get the amount of cover you need, how to invest your money based on your individual financial situation, how to get the best benefits based on your individual tax structure and how to ensure that your retirement savings portfolio is properly managed. The processes we follow are proven and authorised by Sanlam.