About us

A team of specialised expert financial advisers

WHO WE ARE

Plan-B BlueStar

Plan-B Vision To assist our clients as a team in reaching their financial goals, through expert advice & excellent service to grow our business into a successful financial planning organization. Plan-B has a particular focus on adding value through building and maintaining wealth for our clients. We harness the strengths of all the individual members of our team in order to provide a balanced solution to our clients’ needs. Our clients include individuals and business owners that place a high value on obtaining financial advice.

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.

Financial advisers in Cape Town

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Jaco Van Schalkwyk

CFP®

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Sanlam Financial Planner

Petrus Jansen Van Rensburg

CFP®

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Sanlam Financial Planner

Gavin Mills

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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.