About us

We’ll help you create a financial legacy

WHO WE ARE

Ori-Vaal BlueStar

Ori-Vaal BlueStar is based in Klerksdorp, North West, and over the years we have become a pillar in our community. We pride ourselves on our involvement in local projects and our commitment to giving back, and we have an immense appreciation for our clients and neighbours. With a passion for family values, Gert Jacobs started the business in 2010, driven by the vision to build a strong family business and leave a legacy for his loved ones. Our mission is to provide realistic and holistic financial advice. Our professional team of accredited financial planners is highly experienced in providing sound financial advice, and guiding our clients in their journey to financial freedom. Backed by our passionate administrative support staff, we are fully equipped to cater to the unique needs of every client and ultimately exceed their expectations. We consider every client to be a member of our family and, as such, we are committed to walking the extra mile with every individual we serve.

Our value proposition

15 years in operation

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

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

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

Gert Jacobs

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Sanlam Financial Planner

Wynand Jacobs

CFP®

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Sanlam Financial Adviser

Wouter Badenhorst

CFP®

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Sanlam Financial Adviser

Marle Jacobs

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Sanlam Financial Adviser

Tiaan Van Jaarsveld

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Sanlam Financial Planner

Lizette Jacobs

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Sanlam Financial Planner

Riaan Jacobs

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Sanlam Financial Planner

Johan Bornman

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Sanlam Short-Term Insurance Adviser

Charlise De Villiers

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Sanlam Financial Planner

Loretta Jacobs

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Sanlam Financial Planner

Mandie Van Zyl

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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.