We’ll help you create a financial legacy

We provide individuals with expert financial planning, insurance, retirement and investment services.

About

Who we are

Agathos BlueStar was established in 2009 in Potchefstroom, and we started doing business as a BlueStar in 2011. Since the establishment date, the business moved offices to the current premises which are owned by the business. The business currently has a team of four members who share ownership, of which all four are active advisers. We’re committed to helping you reach your financial goals – whether you’re planning for retirement, saving for a holiday, securing your child’s future, or building your business.

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.

Our people