About us

A team of specialised expert financial advisers

WHO WE ARE

Marlin BlueStar

As a business, we pool our collective knowledge and experience, invest in sound analysis and consistently scan the financial services industry for the best opportunities to provide advice to you in matching your needs to available and appropriate channels of investments and insurance. Our mission is to make it easy for you to make your money work for you. We have a team of passionate administrators that provide administrative support to you on our journey. They are committed to customer service excellence. This is underpinned by a self-service application that empowers clients to view and access information related to their portfolios. Together, our team strives to provide a comprehensive service that takes the administration and anxiety out of managing your money.

Our value proposition

Financial advisers in Eastern Cape, South Africa

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

Your goals guided by a CFP®

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

16 years in operation

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Carel Bouwer

CFP®

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Sanlam Financial Planner

Ivan Nel

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Sanlam Financial Planner

Denton Wilmot

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Sanlam Financial Planner

Pieter Myburgh

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Sanlam Financial Planner

Erik Vogel

CFP®

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Sanlam Financial Planner

Marc Burger

CFP®

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Sanlam Financial Adviser

Jaco Greeff

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Sanlam Financial Planner

Edgar Hurter

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Sanlam Financial Planner

Alistair Preston

CFP®

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Sanlam Financial Planner

Anrilette Scholtz

CFP®

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Support team

Practice Manager

Andre Bouwer

Client Service Specialist

Debbie Pieterse

CLIENT SERVICE SPECIALIST + SFP REPRESENTATIVE

Suzette Greeff

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.