Jaco Van Schalkwyk CFP® - Sanlam Financial Planner | Plan-B BlueStar | Cape Town
Authorised Principal Jaco Van Schalkwyk profile picture

Sanlam Financial Planner

Jaco Van Schalkwyk

CFP®

About me

I enjoy helping my clients achieve the financial lives they want to live.

My interests

  • Travel

My qualifications & recent awards

Qualifications

  • Graduation Bachelor of Commerce
  • Graduation National Diploma in Engineering (Chemical)

Awards

Sanlam Gold Eagle

A symbol of high achievement and outstanding results. The Gold Award is presented to advisers who exemplify excellence in service, innovation, and client impact.

18 LIMRA International Quality Awards

This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.

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Financial Check

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AI Money Personality Coach

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Tools & Calculators

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Latest Blogs

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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.

TOOLS & CALCULATORS

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Saving for Retirement

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Personal Client Profile

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Risk Tolerance Assessment

INVESTMENT RISK PROFILE

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Online Will

DRAFT YOUR WILL ONLINE IN MINUTES

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Financial Check

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Money Personality

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CAMPAIGNS

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BLOGS

Latest insights from our blogs.

Building generational wealth: <strong>Simple strategies for securing your family's financial future</strong>

Financial Planning

Building generational wealth: Simple strategies for securing your family's financial future

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Financially confident youth: Africa's greatest investment

Investments

Financially confident youth: Africa's greatest investment

Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.

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<strong>Mid-year / Annual Checklist</strong> - when meeting your financial adviser

Financial Planning

Mid-year / Annual Checklist - when meeting your financial adviser

Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.

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This Youth Month - Plan carefully <strong>for your child’s inheritance</strong>

Fiduciary Services

This Youth Month - Plan carefully for your child’s inheritance

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How to impart <strong>financial wisdom to the next generation</strong>

Financial Planning

How to impart financial wisdom to the next generation

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Get <strong>a head start this #YouthMonth</strong> with saving for your child’s education

Financial Planning

Get a head start this #YouthMonth with saving for your child’s education

Smart planning now helps secure your child's future success. Even modest monthly contributions can grow over time - helping you keep pace with rising education fees and inflation.

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Dads, secure your legacy <strong>with a will</strong>

Fiduciary Services

Dads, secure your legacy with a will

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<strong>Financial literacy</strong> – from toddlers to teens #YouthMonth

Financial Planning

Financial literacy – from toddlers to teens #YouthMonth

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The <strong>behavioural traps fraudsters exploit</strong>

Financial Planning

The behavioural traps fraudsters exploit

Investment scams exploit cognitive biases, especially during bonus season. Spot the warning signs, slow decisions, and protect new funds with confidence.

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The <strong>4 Dimensions Checklist</strong> helps you make better investing decisions

Investments

The 4 Dimensions Checklist helps you make better investing decisions

Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.

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What Fathers should <strong>be teaching children about money</strong>

Financial Planning

What Fathers should be teaching children about money

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Costs of <strong>single motherhood</strong>

Financial Planning

Costs of single motherhood

The costs of single motherhood unpacked with real expenses, budget tips and protection ideas to keep finances steady—start planning your next step.

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