About Us | FinPrufe Wealth BlueStar | Sanlam Financial Planners Somerset West

About us

Your financial future, our priority

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WHO WE ARE

FinPrufe Wealth BlueStar

FinPrufe BlueStar started in 2008 and changed its name to FinPrufe Wealth BlueStar in 2014 when it became one of the Top 5 BlueStar businesses with assets under management at Glacier. The business consists of 8 financial advisers and 14 staff members. We are proud to have advisers with the internationally recognised designation of CFP® and numerous post-graduate diplomas in Financial Planning, Estate Planning and Investment Planning. The diverse team complements each other on different aspects of your financial planning. Our short-term insurance business has grown to become a BlueStar business of its own, named FinPrufe BlueStar. We strive to build a financial future and legacy for you and future generations. At FinPrufe Wealth BlueStar, our vision is to provide relationship-driven advice that helps our clients pursue their financial goals confidently.

12 years in operation
12 years in operation

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

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.

Financial advisers in Somerset West
Financial advisers in Somerset West

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

Support team
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Client Administrator

Corne Loubser

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Client Administrator

Esther Loubser

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Client Administrator

Louise White

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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.

Gap Cover icon
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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