Indwe BlueStar
As a financial advisory practice with a strong partnership with Sanlam, Indwe BlueStar promises to deliver comprehensive needs analysis, high quality risk control, superior advice and solutions from the relevant insurance markets that create the financial wellness pathway that every client deserves.
Our experienced and dynamic financial advisors work with you to create a differentiated wealth portfolio that will lead you to financial independence and sustainable wealth. And our personal commitment means that you can expect us to tailor affordable solutions to suit your individual, corporate, commercial and industrial financial requirements.
Personal
Insurance and financial planning
Our comprehensive insurance solutions will help ensure that your financial responsibilities are taken care of, even when you’re no longer able to do so yourself.
Retirement and investments
With a diverse range of local and international investment management solutions, you can make smart choices about your savings that will help you retire or save comfortably.
Estate planning and fiduciary services
We have experts in all areas of fiduciary advice, who are highly qualified and keep abreast of all changes in relevant case law and legislation.
Bond Origination
Through our effective bond origination partner, we offer cost-effective and streamlined application processes to our personal and business clients.
Other outsourced services
Members of the Sanlam Reality programme get effective tax guidance and for more complex matters, we can provide a tax referral service.
Healthcare solutions
Life happens, and it pays to be prepared. Get the best advice and a tailored solution to protect yourself and your loved ones against unexpected events.
Business
Be certain of the financial well-being of your business, despite life’s uncertainties. We offer a comprehensive range of business solutions to assist you, the start-up entrepreneur, the business owner or the self-employed professional. These offers include:
- Employee benefits
- Key man insurance
- Buy and sell insurance
- Business debt insurance
- Employee wellness programmes
- Healthcare solutions
- Business risk solution analysis and contingent liability
- Retirement options for staff and business owners
- Business banking assistance through an outsourced agreement that assists with various business-related needs
Supported by expertise, linkages, years of experience in handling sophisticated client portfolios and underpinned by seamless service, with Indwe BlueStar you always have someone to give you differentiated advice and you can enjoy the benefits of holistic financial and risk solutions.
