About us

Get the financial security you and your family deserve

WHO WE ARE

Prudentis BlueStar

At Prudentis BlueStar, we provide sophisticated financial guidance and wealth management solutions to discerning individuals, professionals, and business owners. Our team of experienced experts delivers personalized service, leveraging extensive knowledge and expertise to help our clients achieve their financial aspirations. With a deep understanding of the complexities and nuances of wealth management, we craft tailored strategies that address the unique needs and goals of our clients. Our commitment to excellence, integrity, and personalized attention has earned us the trust of our esteemed clientele. Let us help you navigate the complexities of wealth management and achieve financial prosperity.

Our value proposition

MEET THE TEAM

Your financial experts

Our financial planners

Sanlam Financial Planner

Fikiswa Mjoli

View profile

Sanlam Financial Planner

Rebecca Mac Farlane

View profile

Sanlam Financial Planner

Natasja Curren

View profile

Sanlam Financial Planner

Rene Govender

View profile

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.

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.

Saving For Retirement

Start building a comfortable future today with a retirement savings plan tailored to you.

Saving For Retirement

Start building a comfortable future today with a retirement savings plan tailored to you.

Preparing To Retire

Let us help you plan the right retirement strategy for a secure and comfortable future.

Preparing To Retire

Let us help you plan the right retirement strategy for a secure and comfortable future.

Investment Solutions

Let us help you choose the right investment strategy to grow your wealth confidently.

Investment Solutions

Let us help you choose the right investment strategy to grow your wealth confidently.

Education Planning

Plan ahead to secure the best educational future for your children.

Education Planning

Plan ahead to secure the best educational future for your children.

Tax Free Investments

Discover how tax‑free investing can help you build long‑term savings - start here.

Tax Free Investments

Discover how tax‑free investing can help you build long‑term savings - start here.

Unit Trusts

Find the unit trust portfolio that matches your goals with expert support from our team.

Unit Trusts

Find the unit trust portfolio that matches your goals with expert support from our team.

Financial Planning Process

We guide you through a clear and structured financial planning journey tailored to your goals.

Financial Planning Process

We guide you through a clear and structured financial planning journey tailored to your goals.

Personal Client Profile

Oxford Risk Assessment

Financial Check

Get your free financial roadmap

Financial Check

Get your free financial roadmap

Buy and Sell Cover

Protect your business continuity with the right buy‑and‑sell cover - let us help you secure it.

Buy and Sell Cover

Protect your business continuity with the right buy‑and‑sell cover - let us help you secure it.

Key Person Insurance

Safeguard your business against the loss of key individuals with expert guidance from our team.

Key Person Insurance

Safeguard your business against the loss of key individuals with expert guidance from our team.

Connect with us on Facebook

Facebook

About us

Prudentis BlueStar

Your financial experts

How we help you

What we offer

Insurance Solutions

Insurance Solutions

Health Solutions

Health Solutions

Disability Cover

Disability Cover

Cancer Cover

Cancer Cover

Severe Illness Cover

Severe Illness Cover

Income Protection

Income Protection

Saving For Retirement

Saving For Retirement

Preparing To Retire

Preparing To Retire

Investment Solutions

Investment Solutions

Education Planning

Education Planning

Tax Free Investments

Tax Free Investments

Unit Trusts

Unit Trusts

Financial Planning Process

Financial Planning Process

Personal Client Profile

Personal Client Profile

Oxford Risk Assessment

Oxford Risk Assessment

Financial Check

Financial Check

Buy and Sell Cover

Buy and Sell Cover

Key Person Insurance

Key Person Insurance

Sanlam Reality

Sanlam Reality

Cover Options

Cover Options

Connect with us on Facebook