About us

Get the financial security you and your family deserve

WHO WE ARE

Proficient BlueStar

We work actively with you to achieve financial independence and sustainable wealth. Our mission at Proficient BlueStar is to provide our clients with financial solutions and services that will bring meaningful changes to their lives. Based in Port Elizabeth & East London in the Eastern Cape, our financial planners specialize in a wide range of disciplines that include investments, financial planning, retirement and insurance. We strive to build a relationship with our clients based on trust, proficiency, integrity and transparency which is part and parcel of Proficient BlueStar's mission statement. Through our financial insight, we will enable you to achieve the financial independence and sustainable wealth you deserve.

Our value proposition

Proud recipients of Sanlam and industry awards

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

Financial advisers in Eastern Cape, South Africa

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

10 years in operation

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Morne Barnard

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Sanlam Financial Planner

Wilma Van Aswegen

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Sanlam Financial Planner

Dawie Bester

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Sanlam Financial Planner

Linda Knott Craig

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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.