About Us | Winelands BlueStar | Sanlam Financial Planners Western Cape, South Africa

About us

Your financial future, our priority

Team photo

WHO WE ARE

Winelands BlueStar

Winelands BlueStar evokes the rich heritage and beauty of the Winelands region, known for its lush vineyards and breathtaking landscapes. Just as the Winelands produce world-class wines through dedication, precision, and a deep understanding of the land, we are committed to cultivating your financial success with the same level of care and expertise. At Winelands BlueStar we bring together the finest financial minds to create tailored solutions that meet your unique needs, ensuring your financial future is as robust as the vineyards of the Winelands. Winelands BlueStar provides client-oriented financial advice. You, as our client, can always rely on a service that is effective, independent, relevant and accurate. We’re here to support you every step of the way, making your financial journey as smooth and successful as possible. Our core values: Integrity, Excellence in Service, Growth and Innovation.

Proud recipients of Sanlam and industry awards
Proud recipients of Sanlam and industry awards

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

Financial advisers in Western Cape, South Africa
Financial advisers in Western Cape, South Africa

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.

Support team
Horn profile picture

Operations Manager

Elsje Horn

Kuhn profile picture

Paraplanner

Jeannette Kuhn

Compion profile picture

Client Administrator

Jo-Annae Compion

Damon profile picture

Client Administrator

Juanita Damon

Raats profile picture

Paraplanner

Kenny Raats

Robain profile picture

Client Administrator

Lisl Robain

Swart profile picture

Practice Manager

Lizette Swart

De Gouveia profile picture

ONTVANGSDAME

Mia De Gouveia

Moodie profile picture

Client Administrator

Samantha Moodie

Beukes profile picture

Client Administrator

Shirna Beukes

Lombard profile picture

Personal Assistant

Soretha Lombard

our process image

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.

Gap Cover icon
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.

Cancer Cover icon
Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

Severe Illness Cover icon
Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

Income Protection icon
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.

Connect with us on Facebook

Follow us