Plan today for a brighter tomorrow

We offer a wide range of Sanlam financial solutions you can choose to help put your plans in place.

About

Who we are

JBM Bluestar has been in existence for almost 15 years, based in Montana, offering holistic customised financial plans for each of their clients. Their goal is to provide each client with financial advice in such a way that they can manage their finances to ensure a better life and future for themselves and their loved ones. As a business they always strive to put all their clients in a better position currently and plan ahead for a better and brighter future.

Our services

What to expect from us

Insurance
Retirement
Investments
Financial Planning
Business Insurance
Sanlam Reality
Fiduciary Services
Medical Cover
Gap Cover

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