Sanlam Financial Planner
Jo Monique Kohne
About me
I am Jo-Monique Köhne, the Authorized Principal at Alpha Plan BlueStar. With a background in financial services, I bring valuable insights to my clients. My focus is on providing tailored solutions and retirement planning for individuals and couples under 50. I also offer assistance with insurance, investments, and estate planning. In my professional journey, I have replaced the role of a financial advisor with that of an adviser. My commitment to excellence has been recognized through the International Quality Award Platinum in 2023. However, I believe that true success lies in helping my clients achieve their financial goals. Outside of work, I cherish moments spent with my family and our four-legged companions.
My interests
- Spending time with family
- Reading
- Going for walks with our dogs
Recent awards
Awards
Sanlam Bronze Eagle
Awarded to advisers who have shown solid growth and professional progression. This level acknowledges consistent performance and dedication to delivering trusted, quality service.
9 LIMRA International Quality Awards
This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.
Other Awards
- National Junior Champ 2015
PRODUCTS AND SERVICES
What we offer
No services or products available at the moment.