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

About us

We’ll help you create a financial legacy

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WHO WE ARE

Complectus Wealth BlueStar

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.

Financial advisers in Southern Cape
Financial advisers in Southern Cape

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.

15 years in operation
15 years in operation

Helping South Africans plan their financial future and achieve their goals year after year.

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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.

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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.

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.

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