Client Value Proposition
A range of financial expertise under one roof
Continuity and peace of mind
At Status Wealth BlueStar, you’ll draw on the expertise of a team of financial
specialists who can offer you personalised advice and a wide range of financial
solutions – from financial planning and insurance to investment advice and
retirement planning. We also offer short-term insurance with our partners MiWay
and Santam. And if any of your financial needs can’t be addressed by one of our
advisers, we’ll source an expert for you.
As a Status Wealth BlueStar client, you’ll be building a relationship
with our team of financial advisers, rather than with a single
adviser. And this means that you’ll always deal with someone who
understands your financial situation and goals and knows your long-
term financial plan. This continuity, along with the knowledge that the
financial advice we provide is backed by Sanlam, means you can rest
assured that your finances are always in good hands.
Our commitment to you
We are a team of qualified and experienced professional financial advisers.
Our team is committed to providing you with financial solutions that are aimed
at addressing your needs and tailor-made to suit your personal goals
Our business foundation is based on the following values:
? Professionalism
? Integrity
? Transparency
? Long-term relationships
? Passion
Products and Services:
We offer a comprehensive range of products and services to help you achieve your financial goals through each stage of your journey covering all your needs from personal income protection, short- and medium-term savings goals, retirement planning and the commercial needs of your business.
领英推荐
Tax-free investments
Unit Trusts
Various options on LISP (Linked Investments)
ILLAs / ILLIs
Endowments
Preservation funds
International / Offshore options
Insurance
Personal:
Life Cover
Disability Cover
Severe Illness Cover
Impairment Cover
Accident Cover
Income Protection
Retirement Annuities
Pension Funds
Provident Funds
Sickness Benefit
Funeral Cover
Business:
Key Person
Buy and Sell
Contingent liability
Retirement
Retirement Annuities
Preservation Funds
Pension Funds
Provident Funds
Living and Life Annuities with Capital Preservation and Income
Hello there! ?? It's fantastic to see your focus on client value. Reminds me of the wise words by Steve Jobs, “You’ve got to start with the customer experience and work back toward the technology, not the other way around.” Keep shining and valuing your clients - it’s the cornerstone of eternal success! ??? #CustomerFirst