Contact details
About 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.
My interests
- Enjoy time with family
- Camping
- Reading
- Listening to music
- Hunting.
My qualifications & recent awards
Qualifications
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National Certificate in Wealth Management
Awards
Sanlam Silver Eagle
Given to advisers who have demonstrated a commendable level of success and reliability. This award reflects growing influence, professional maturity, and a strong commitment to clients.
15 LIMRA International Quality Awards
This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
Saving for Retirement
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Personal Client Profile
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Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
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Short-term Insurance ChatBot
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Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Money Personality
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CAMPAIGNS
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BLOGS
Latest insights from our blogs.
Financial Planning
Building generational wealth: Simple strategies for securing your family's financial future
Generational wealth grows through thoughtful planning, steady investing, and clear intent, helping families create security that lasts beyond one lifetime.
Investments
Financially confident youth: Africa's greatest investment
Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.
Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.
Financial Planning
How to impart financial wisdom to the next generation
Impart financial wisdom to the next generation with practical habits, open conversations, and smart planning tools that build confident money choices
Fiduciary Services
This Youth Month - Plan carefully for your child’s inheritance
Thoughtful estate decisions help protect children, manage taxes, and avoid future disputes. Set clear intentions and structure wealth transfers with care. Take control now.
Financial Planning
Get a head start this #YouthMonth with saving for your child’s education
Smart planning now helps secure your child's future success. Even modest monthly contributions can grow over time - helping you keep pace with rising education fees and inflation.
Fiduciary Services
Dads, secure your legacy with a will
A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.
Financial Planning
Financial literacy – from toddlers to teens #YouthMonth
Financial literacy builds strong money habits from an early age, helping children and teens make confident choices at every life stage. Support their journey today.
Financial Planning
The behavioural traps fraudsters exploit
Investment scams exploit cognitive biases, especially during bonus season. Spot the warning signs, slow decisions, and protect new funds with confidence.
Investments
The 4 Dimensions Checklist helps you make better investing decisions
Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.
Financial Planning
What Fathers should be teaching children about money
Practical money lessons help children build healthy habits, confidence, and responsibility from an early age. Encourage smart financial choices at home today.
Financial Planning
Costs of single motherhood
The costs of single motherhood unpacked with real expenses, budget tips and protection ideas to keep finances steady—start planning your next step.