About us

We’ll help you create a financial legacy

WHO WE ARE

E-Fin BlueStar

We are committed to fulfil all your financial needs. At E-Fin BlueStar our core values are personal and extensive service, confidentiality, mutual respect and integrity. We are based in Kaapzicht, Western Cape, and provide specialised financial planning, insurance, retirement and investment services to individuals and businesses. Our team consists of a number of financial planners who are committed to creating a one-stop business that caters for all your financial needs. We follow a customised approach, taking the complexity of your unique situation into account and creating a portfolio of solutions that work for you. Our vision at E-Fin BlueStar is financial peace of mind for you, our client. We aim to ensure this by rendering expert, extensive financial advice that is in accordance with legislation, so that you can make an informed decision in your quest for financial independence.

Our value proposition

12 years in operation

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

Financial advisers in Cape Town

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

Proud recipients of Sanlam and industry awards

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Lizette De Lange

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Sanlam Financial Adviser

Anthony Coetzer

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Sanlam Financial Planner

Ans Esterhuizen

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Sanlam Financial Adviser

Char Denise Nel

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Support team

Administrator

Malinda Kruger

Administrator

Sonja Ward

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.