About us

Surgency BlueStar is a trusted financial planning and wealth management practice based in the KwaZulu-Natal Midlands. Led by Director and Authorized Principal, Andrew Oberholzer, the business has built a reputation for providing thoughtful, personalized financial advice that helps clients make informed decisions and achieve long-term financial confidence. Surgency BlueStar was established to empower individuals, families, professionals, and business owners to take control of their financial futures. Our approach is centred on understanding each client's unique circumstances and developing tailored strategies that support their goals at every stage of life. Over the years, we have partnered with clients to protect and grow their wealth through comprehensive financial planning, including investment management, retirement planning, estate and trust structuring, tax-efficient strategies, and tailored risk planning solutions. Whether the goal is to build lasting wealth, secure a family's future, prepare for retirement, or protect a business, we provide expert guidance backed by a commitment to exceptional service. At Surgency BlueStar, we believe successful financial planning is built on trust, long-term relationships, and a deep understanding of what matters most to our clients. This client-first philosophy remains at the heart of everything we do.