Jattie Viljoen - Sanlam Financial Planner | Agathos BlueStar | Potchefstroom
Jattie Viljoen profile picture

Jattie Viljoen

Sanlam Financial Planner

Bio

Get to know me

I, Jattie Viljoen, am a Sanlam financial planner who works at Agathos BlueStar based in Potchefstroom but I aid clients all over South Africa. I work with a variety of clients in different segments but I do enjoy working with small businesses, professionals and farmers. I am an adviser who has a demonstrated history of working in the finance industry since 2004. I started my career as a financial adviser in this industry because it is very important to me that I play a role in making sure you leave a legacy to your family. When working together, I can assure you that you will have financial peace of mind to the extent of enjoying life after retirement. We have a talented team at Agathos BlueStar, authorised by Sanlam. We believe in putting our clients first as they are the focus point of our business. My colleagues know the importance of the business we are in and the financial goals we want to reach with our clients. Please feel free to contact me, should you need assistance with your personal financial plan.

Services

How I help my clients

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

Qualifications & Awards

Qualifications

  • National Certificate in Wealth Management
  • Awards

  • Eagle Status: Silver
  • International Quality Awards: 13

Interests

Things I like to do

  • Enjoy time with family
  • Camping
  • Reading
    • Listening to music
    • Hunting.