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 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.