About Us | Charisma BlueStar | Sanlam Financial Planners Mpumalanga
about

About

Who we are

We aim to build long-term relationships with our clients. We work actively with you to achieve financial independence and sustainable wealth. Charisma BlueStar is situated in Mpumalanga and provides specialised financial planning, insurance, retirement and investment services to individuals and businesses. Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position, so you can rest assured that your specific financial needs will be catered for.

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Sanlam Reality
  • Short Term Insurance
  • Fiduciary Services
  • Medical Cover
  • Gap Cover
our services
our process image

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.

Our people

Financial planners

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