About Us | CitiGlobal BlueStar | Sanlam Financial Planners Cape Town

About us

Get the financial security you and your family deserve

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WHO WE ARE

CitiGlobal BlueStar

CitiGlobal BlueStar Financial Advisory is your multiservice Short-Term Insurer where you can achieve a specialized, certified and skilled advisory experience. We provide long-lasting guidance and assistance and engage client facing relations offering you holistic advice to give you peace of mind. We pride our brokerage by offering clients solutions that satisfy their financial planning needs. We as short-term specialists work to alleviate your concerns. We achieve this by only providing you with unique and easily accessible services with advanced technology. When necessary, we provide through our team. You will have direct contact with a member of the team, and if we are unable to help you, we will direct you to someone who can. Our financial advisers will give you a comprehensive assessment of your existing position through an annual revision process, allowing us to spot any gaps and make sure your immediate demands are met.

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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

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Insurance Solutions

Get insurance cover with expert guidance from our team.

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Gap Cover

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

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Health Solutions

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

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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

Olen Sterling
about Tasneem Ebrahim ↗
Dear Alicia

Trust this email finds you well.

I’m writing to share the experience of exceptional service recently encountered with Tasneem Ebrahim and her brokerage.

In over 25 years of having unfortunate claims experiences I can honestly say that she has by far exceeded my expectations on the recent claim process in terms of efficiency, Communication and feedback, solution driven support and overall assurance that all will be handled soundly.

She has topped the charts in my books and I will continue to highly recommend her services!

Best regards
Olen Sterling

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