About Us | Infineo BlueStar | Sanlam Financial Planners Somerset West, Cape Town

About us

We’ll help you create a financial legacy

Get in touch What we offer
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WHO WE ARE

Infineo BlueStar

We’re committed to helping you reach your financial goals – whether you’re planning for retirement, saving for a holiday, securing your child’s future, or building your business. Consulting an accredited financial adviser is essential to help you with some of the most important financial decisions of your life – and at Infineo BlueStar, we offer you holistic advice to help you reach your financial goals, achieve sustainable wealth & gain peace of mind. But what is it that sets a BlueStar business like ours apart?

16 years in operation
16 years in operation

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

Your goals guided by a CFP®
Your goals guided by a CFP®

Our practice includes a Certified Financial Planner (CFP®) - because your future deserves the best.

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.

Our people

Financial planners

Support team

  • Kriel profile picture

    Advisor & New Business Manager

    Bonnie Kriel

  • Williams profile picture

    Client Administrator

    Celeste Williams

  • Basson profile picture

    Reception / Administrator

    Nicole Basson

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.

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.

Sanlam Health Solutions icon
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.

Cancer Cover icon
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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