About us

We’ll help you create a financial legacy

WHO WE ARE

Swd BlueStar

We are a committed team of specialist financial planners based in Voorbaai, Mossel Bay (in the Western Cape). As our client, you can always depend on our dedication to understanding your specific needs & circumstances in order to compile a unique solution for you. Our financial planners are authorised by Sanlam to advise you on a full range of financial solutions and will actively work with you to achieve financial independence and sustainable wealth.

Our value proposition

10 years in operation

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

Your goals guided by a CFP®

Our practice includes a Certified Financial Planner (CFP®) - because your future deserves the best.

Proud recipients of Sanlam and industry awards

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

William Rhodes

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Sanlam Financial Planner

Beunet Smith

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Sanlam Financial Planner

Willem Tredoux

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Sanlam Financial Planner

Jan Lubbe

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Sanlam Short-Term Insurance Adviser

Francois Harmse

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Sanlam Financial Adviser

Hannes Combrink

CFP®

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Sanlam Financial Planner

Tiaan Tredoux

CFP®

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Sanlam Financial Planner

Elsabe Tiran

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Support team

Administrative Assistant

Marchelle Endrich

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.