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

About

Who we are

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.

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Sanlam Reality
  • Fiduciary Services
  • Medical Cover
  • Gap Cover
our services
our process image

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.

Our people

Financial planners

Support team

  • Nel profile picture

    Paraplanner

    Ann Nel

  • Loubser profile picture

    Client Administrator

    Corne Loubser

  • Horn profile picture

    Client Administrator

    Elsje Horn

  • Loubser profile picture

    Client Administrator

    Esther Loubser

  • Kuhn profile picture

    Financial Planning Assistant

    Jeannette Kuhn

  • Compion profile picture

    Client Administrator

    Jo-Annae Compion

  • Damon profile picture

    Client Administrator

    Juanita Damon

  • Raats profile picture

    Paraplanner

    Kenny Raats

  • Robain profile picture

    Client Administrator

    Lisl Robain

  • Swart profile picture

    Practice Manager

    Lizette Swart

  • White profile picture

    Client Administrator

    Louise White

  • Moodie profile picture

    Administrator

    Samantha Moodie

  • Beukes profile picture

    Client Administrator

    Shirna Beukes

  • Lombard profile picture

    Client Administrator

    Soretha Lombard

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