About us

We’ll help you create a financial legacy

WHO WE ARE

KallisNel BlueStar

We aim to build long-term, trusted relationships with our clients. Understanding what it took to earn your wealth, we provide continuity by giving our clients access to more than one specialist financial planners. We are accredited and authorised by Sanlam to provide you with expert financial planning, insurance, retirement and investment services. Since our establishment in 2009 our clients' financial dreams and goals take priority. Keeping up with the latest trends and developments in the financial services industry, we offer personalised advice and exceptional financial solutions according to our clients' needs.

Our value proposition

17 years in operation

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

Financial advisers in Bellville

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

Proud recipients of Sanlam and industry awards

Our team have been acknowledged for their outstanding performance and client service.

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Marius Nel

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Sanlam Financial Planner

Reinier Botha

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Sanlam Financial Planner

Juan Kallis

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Support team

Professional Personal Assistant

Sonja Fish

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

Get insurance cover with expert guidance from our team.

Insurance Solutions

Get insurance cover with expert guidance from our team.

Gap Cover

Stay financially protected when medical costs fall short - learn more here.

Gap Cover

Stay financially protected when medical costs fall short - learn more here.

Health Solutions

Let us help you decide on the right medical aid solution for you.

Health Solutions

Let us help you decide on the right medical aid solution for you.

Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

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.

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.