About us

Plan today for a brighter tomorrow

WHO WE ARE

Concept Constantia

Our BlueStar is a committed group of financial planners. We offer services in a wide range of financial solutions that include comprehensive financial-, retirement- and investment planning for businesses and individuals. We work actively with each individual client, tailoring our advice to their unique needs and financial position to help them achieve financial independence and create wealth. We strive to educate our clients and provide them with in-depth knowledge to help them take control of their own financial future. We apply a unique approach to every client’s current financial situation, by ensuring your specific needs are catered for. We go the extra mile to make your long- term goals a reality. We pride ourselves with over 200 years of collective financial planning experience. This is testimony to our wealth of knowledge which we apply strategically to make your money work harder for you. We base our success on trust, integrity and sincerity.

Proud recipients of Sanlam and industry awards

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

8 years in operation

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

Financial advisers in Roodepoort, Gauteng

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Ian Torlage

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Sanlam Financial Planner

Roy Kruger

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Sanlam Financial Planner

Michelle Dave

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Sanlam Financial Planner

Simmone Swartz

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Sanlam Financial Planner

Johan Bester

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Sanlam Financial Planner

Willem De Wet

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Sanlam Financial Adviser

Monique Theron

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Sanlam Financial Planner

Thys Swart

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Sanlam Financial Planner

Mark Liddy

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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

Get insurance cover with expert guidance from our team.

Insurance Solutions

Get insurance cover with expert guidance from our team.

Gap Cover

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

Gap Cover

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

Health Solutions

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

Health Solutions

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

Disability Cover

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

Disability Cover

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

Cancer Cover

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

Cancer Cover

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

Severe Illness Cover

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

Severe Illness Cover

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

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.

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.