WHO WE ARE
Northern BlueStar
Northern BlueStar is an award-winning, independently owned Sanlam BlueStar practice that is delivering comprehensive financial planning across South Africa - powered by CFP®-qualified leadership, exceptional administration, and an entrepreneurial spirit. Our Vision is to be South Africa’s most trusted, client-focused financial planning practice in delivering holistic solutions for lasting financial security. At Northern BlueStar we serve our country-wide client base from Richards Bay and Umhlanga . The company is headed by Raymond Faulds and Stef Schulze (CFP). A client-centered administrative team backs the Directors and Sales Team. We believe that financial peace of mind is only achieved through expert advice and disciplined, diligent planning. When you become a client of Northern BlueStar, you will receive tailor-made financial advice from our skilled team of Financial Planners. We have a consistent history of success, which has been achieved through our knowledge of markets, products and companies. It is our unyielding belief that a personal, caring and committed relationship with our clients is the key to our success. With us, you do business with a TEAM and not an individual. We are committed to work with you to ensure your financial portfolio will be geared towards realising your financial dreams and goals.
MEET THE TEAM
Your financial experts
Practice Manager
Annelise Potgieter
Adviser Personal Assistant
Carol-Ann Van den Berg
Senior Adviser Assistant
Ellysha Nattar
New Client Administrator
Marcelle Du Plessis
Senior Adviser Assistant
Merle Stadler
Existing Client Administrator
Sam Thambiran
Receptionist / Short-term Client Service Consultant
Sthulile Mthombeni
OUR PROCESS
How we help you
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
