Authorised Principal
Sanlam Financial Planner
Nico Somers
Contact details
About me
With over a decade of experience in the financial services industry since 2014, I am an experienced and trusted Sanlam Financial Adviser and Certified Financial Planner® (CFP®), serving clients through Turn2 BlueStar in Secunda, Mpumalanga. My approach to financial planning is simple: understand the person before advising the portfolio. Every client has a different story, different priorities and different ambitions. Together with my dedicated team at Turn2 BlueStar, we take the time to understand each client's financial circumstances, goals and aspirations, allowing us to provide personalised advice and solutions that are designed around what truly matters to them. For me, financial advice is not simply about investments, retirement planning or financial products. It is about building long-term relationships based on trust, being there for clients through every stage of their lives, and helping them make confident financial decisions. At Turn2 BlueStar, we strive to create a client experience where people feel heard, valued and genuinely cared for. Our commitment extends beyond the initial advice — we believe in ongoing service, regular engagement and being a trusted financial partner throughout our clients' financial journeys. As a CFP® and Investment Specialist, I am passionate about combining professional expertise with a personal approach. My goal is to simplify complex financial decisions, provide clarity when clients need it most, and help turn financial goals into meaningful, achievable plans. At Turn2 BlueStar, we believe that wealth is not only measured by what you accumulate, but by what your financial plan enables you and your family to achieve. Our purpose is therefore not merely to manage money, but to turn trust into lasting wealth.
My qualifications & recent awards
Qualifications
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Postgraduate Diploma in Financial Planning
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National Certificate in Wealth Management
Awards
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