About Us | Berghshire Wealth BlueStar | Sanlam Financial Planners Cape Town

About us

We’ll help you create a financial legacy

get in touch What we offer
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WHO WE ARE

Berghshire Wealth BlueStar

Our team of financial planners is dedicated to providing expert guidance, enabling our clients to confidently navigate their lifelong financial journeys. Our impressive track record in the industry is built on our commitment to fostering authentic relationships, and a no-frills approach to providing comprehensive and straightforward financial strategies. We are authorised by Sanlam to advise on a full range of financial products, and our team is on hand to build sound strategies for every stage of our clients’ progress towards sustainable wealth. We are one of Sanlam’s biggest BlueStars, spanning the Western Cape, Gauteng, Eastern Cape and Kwa-Zulu Natal.

Financial advisers in Cape Town
Financial advisers in Cape Town

Providing financial planning advice to the local community and surrounding areas.

Proud recipients of Sanlam and industry awards
Proud recipients of Sanlam and industry awards

Our team have been acknowledged for their outstanding performance and client service.

Your goals guided by a CFP®
Your goals guided by a CFP®

Our practice includes a Certified Financial Planner (CFP®) - because your future deserves the best.

Support team
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Administrator

Bongiwe Phahla

Sampson profile picture

Business Administrator

Chanelle Sampson

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National Admin Manager

Denisha Rajdev

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Senior Business Administrator

Doloshnie Pillay

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Business Administrator

Thabiso Magubane

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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.

PRODUCTS AND SERVICES

What we offer

Insurance Solutions icon
Insurance Solutions

Get insurance cover with expert guidance from our team.

Gap Cover icon
Gap Cover

Stay financially protected when medical costs fall short - learn more here.

Sanlam Health Solutions icon
Health Solutions

Let us help you decide on the right medical aid solution for you.

Disability Cover icon
Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

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Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

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Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

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Income Protection

Sanlam Income protection protects you and your family against temporary and permanent illness or disability with a monthly payout that helps support your current lifestyle.

TESTIMONIALS

What our clients have to say

Catz
about Sundran Padayachee ↗
Working with you has been one of the best financial decisions I've made. Your professionalism. knowledge, and genuine care have made the entire process stress-free and easy to understand. Thank you for always going above and beyond. I couldn't recommend you more highly!
Sintha Govender
about Hayden Pillay ↗
Excellent service provided by Hayden Pillay.

We took our existing policies for granted, not realised how much we were losing out on.

Hayden provided an obligation free quote and unpacked it in laymen's terms for us.

We are truly indebted to the invaluable advice rendered.

Hayden, you go beyond the call of your job, the passion you have to help people is easily recognisable.

We need more of you in the industry. Keep the flag flying high

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