About Us | Peninsula BlueStar | Sanlam Financial Planners Cape Town

About us

Get the financial security you and your family deserve

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WHO WE ARE

Peninsula BlueStar

We provide expert advice to ensure your complete financial well-being. With the right advice and expertise on your side, anyone can become an investor. At Peninsula BlueStar, our Wealthsmiths™ provide you with the knowledge and direction to make your investments work for you. Situated in Mowbray, Cape Town, our team of expert financial planners offers comprehensive solutions catering to different levels of risk and returns, to ensure your financial well-being despite life's uncertainties. Our tailor-made solutions are designed with your unique needs in mind, to help you achieve your short and long-term goals. This customised approach takes into consideration the complexity and uniqueness of your position, so you can rest assured that your specific financial needs will be taken care of.

Financial advisers in Cape Town
Financial advisers in Cape Town

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

Proud recipients of Sanlam and industry awards
Proud recipients of Sanlam and industry awards

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

8 years in operation
8 years in operation

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

Support team
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Senior Office Administrator

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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

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Insurance Solutions

Get insurance cover with expert guidance from our team.

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Gap Cover

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

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Health Solutions

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

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Disability Cover

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

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Cancer Cover

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

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Severe Illness Cover

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

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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.

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