about

About

Who we are

At Zen BlueStar, we strive at bridging the gap between financial confidence and Wellness. Our team of expert specialist financial planners are committed to offering holistic financial planning to our clients attending to all their financial- and fiduciary needs and requirements. Situated in the Picturesque town of Somerset West, we are authorized by Sanlam, and, as our client, you can always depend on our dedication to understanding your specific needs and circumstances in order to compile a bespoke, tailor-made solution for you, on your journey to Finacial Confidence and wellness!

Our people

Financial planners

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Sanlam Reality
  • Fiduciary Services
  • Medical Cover
  • Gap Cover
our services
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.