About Us | Spectroplan BlueStar | Sanlam Financial Planners Pretoria

About us

We’ll help you create a financial legacy

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WHO WE ARE

Spectroplan BlueStar

Spectroplan BlueStar is situated in Pretoria, Gauteng and operates from two offices – one in Silver Lakes and one in Erasmusrand. We provide specialised financial planning, insurance, retirement and investment services to individuals and businesses. We understand what it took to earn your wealth, which is why our accredited financial planners are here to assist you. We offer expert financial advice and guidance, along with a customised approach to financial planning. Our team consists of a number of financial planners who specialises in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge. We take into consideration the complexity and uniqueness of each client's position, so you can rest assured that your specific financial needs will be catered for.

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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.

TESTIMONIALS

What our clients have to say

Dr. Luree Omapershad
about Joanelle Smit ↗
Joanelle Smits' guidance and expertise over the last few years have been crucial to the development and sustainability of my financial portfolio.

Joanelle is always willing to go above and beyond for her clients on both a professional and personal level. She is always available and at the ready with the best possible advice.
Dr.Gideon Stemmet
about Joanelle Smit ↗
I had the distinct privilege to meet Joanelle towards the end of my veterinary science studies. From our very first interaction to this day, 10-years-later and throughout various stages of my life, she has always understood my financial needs and continues to provide exceptional guidance and support.

Even after relocating 10 000km abroad, Joanelle has always played an integral part in managing my finances, insurances, personal investments and ensuring there is a plan forward. Her honest, knowledgeable, and proactive approach has always made me feel my finances are in excellent hands, taken care of, so I can focus on kicking life goals.

For personable, trustworthy expert financial advice I highly recommend my financial planner, Joanelle Smit.

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