About Us | Veros BlueStar | Sanlam Financial Planners Newcastle

About us

We’ll help you create a financial legacy

Get in touch What we offer
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WHO WE ARE

Veros BlueStar

At Veros BlueStar, we are committed to helping our clients achieve their financial goals and build wealth for the long-term. Our team of experienced financial advisers provides personalized and comprehensive advice to help you navigate the complex financial landscape and make informed decisions about your money. We offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Our advisers work closely with you to understand your unique financial situation and develop a customized plan that aligns with your goals and values. Our approach is transparent, objective, and focused on your best interests. We believe in educating our clients so that they can make informed decisions and feel empowered to take control of their financial future. We strive to build long-term relationships with our clients based on trust, integrity, and exceptional service.

16 years in operation
16 years in operation

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

Financial advisers in Newcastle
Financial advisers in Newcastle

Providing financial planning advice to the local community and surrounding areas.

Your goals guided by a CFP®
Your goals guided by a CFP®

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

Our people

Financial planners

Support team

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    Office administrator

    Erika du Plessis

  • Woolley profile picture

    Office Administrator

    Philippa Woolley

  • Strydom profile picture

    Receptionist

    Susan Strydom

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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

Insurance Solutions icon
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.

Sanlam Health Solutions icon
Health Solutions

Let us help you decide on the right medical aid solution for you.

Disability Cover icon
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.

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