About Us | Complectus Wealth BlueStar | Sanlam Financial Planners Southern Cape
about

About

Who we are

Complectus Wealth BlueStar is based in Oudtshoorn, in the Western Cape. Our team is made up of professional financial planners and administrative personnel with specialist knowledge and skills in the financial services industry. We are authorised by Sanlam to provide you with sound financial advice. Our team of experts will perform a complete personal financial analysis on all our clients. Any advice you receive will then be based on this analysis and tailored to meet your financial needs. We aim to build long-term relationships with our clients and provide continuity by offering the services of a number of specialist financial planners, rather than the advice of just one adviser.

Our people

Financial planners

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Our services

What to expect from us

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