About Us | Formentera BlueStar | Sanlam Financial Planners Stellenbosch

About us

Plan today for a brighter tomorrow

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WHO WE ARE

Formentera BlueStar

Formentera BlueStar is situated in Stellenbosch, Western Cape, and provides specialised financial planning, insurance, retirement and investment services to individuals and businesses. Formentera is a small Spanish island in the Mediterranean Sea, which is well-known for its many pristine white beaches. The island's name is derived from the Latin word "frumentarium", meaning "granary". Leon visited the island in 2009 and, being passionate about helping clients to provide for themselves and grow their assets, it just seemed fitting to name the business Formentera BlueStar.

Financial advisers in Stellenbosch
Financial advisers in Stellenbosch

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.

16 years in operation
16 years in operation

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

Support team
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Office Manager & Paraplanner

Nicolette Terblans

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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

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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.

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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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