SWD BlueStar - Authorised by Sanlam

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SWD BlueStar - Authorised by Sanlam As a committed team of specialist financial planners we can advise you on a full range of financial s

Doen hierdie stappe om jou te help om waaksaam te bly en jou risiko van borskanker te verminder. Vir meer inligting oor ...
26/10/2026

Doen hierdie stappe om jou te help om waaksaam te bly en jou risiko van borskanker te verminder. Vir meer inligting oor produkte wat beskikbaar is om die finansiële impak van kanker te verlig, kontak vandag nog 'n Sanlam Finansiële Adviseur.

Early detection is key to breast cancer prevention. Monthly self-exams, regular check-ups, and healthy lifestyle habits—like exercise, balanced diet, and avoiding smoking or excess alcohol—can help protect your health and improve outcomes.

Speak to a local financial adviser from your community this October during  . 💡Think of it as the annual money check-in ...
24/10/2026

Speak to a local financial adviser from your community this October during .

💡Think of it as the annual money check-in you may have missed.

At the start of the year, many of us set financial goals...
Save more...
Invest consistently...
Reduce debt...
Build a safety net.

But life happens.

The good news?

You don't need a new year to make a fresh start. October is the perfect opportunity to pause, review where you are, and take the next step towards where you want to be.

Sometimes, the smartest financial move isn't doing it alone. A conversation with a nearby Sanlam Financial Planner like Beunet Smith can help you see opportunities, spot gaps, and build a plan that works for your life.

Your future self will thank you for starting today. 🌱

What financial goal would you most like to achieve before the end of the year? Leave a message on my digital business card below to connect.

If you want to help us fix this issue, we'd like your input. Please email us and let us know what went wrong. Be sure to let us know what link you were looking for and what device and web browser you were using when this occurred.

Leer die 9 hoofelemente wat elke goeie finansiële plan behoort in te sluit. Wenk nommer 5 is byvoorbeeld "Wees voorberei...
23/10/2026

Leer die 9 hoofelemente wat elke goeie finansiële plan behoort in te sluit. Wenk nommer 5 is byvoorbeeld "Wees voorbereid op aflegging". Vind almal in my blogartikel gedurende .

Recent years have proven one thing – being adaptable, flexible, responding quickly to change and being resilient are traits that we need if we are to survive, and thrive, in a world that’s constantly changing. We cannot stress enough the importance of a financial plan designed by an appropriatel...

Learn the 9 key elements every sound financial plan should have. E.g. Tip  #5. Be prepared for retrenchment.  #9. Don’t ...
22/10/2026

Learn the 9 key elements every sound financial plan should have. E.g. Tip #5. Be prepared for retrenchment.
#9. Don’t neglect your paperwork.
Find all nine tips in my blog article during .

Recent years have proven one thing – being adaptable, flexible, responding quickly to change and being resilient are traits that we need if we are to survive, and thrive, in a world that’s constantly changing. We cannot stress enough the importance of a financial plan designed by an appropriatel...

When discussing cancer, the conversation often focuses on treatment and recovery.But there’s another reality that deserv...
21/10/2026

When discussing cancer, the conversation often focuses on treatment and recovery.

But there’s another reality that deserves attention: THE FINANCIAL IMPACT.

Beyond direct medical expenses, individuals and families may face reduced income, additional travel costs, caregiving expenses, and other unforeseen financial pressures. These challenges can have a lasting effect on long-term financial wellbeing.

For financial professionals and consumers alike, understanding the broader financial implications of serious illness is an important part of effective financial planning.

An informed plan is not about predicting the future. It’s about preparing for uncertainty.

Read my full article here:
🔗 https://www.sanlamadvice.co.za/bluestar/SWD/blogs/the-hidden-cost-of-cancer/86696855051380

    👩‍🏫 Teachers, you've spent hours preparing lesson plans for your classes during the first 3 Terms of the year... the...
17/10/2026


👩‍🏫 Teachers, you've spent hours preparing lesson plans for your classes during the first 3 Terms of the year... the question is, did you give your pay cheque the same attention?

Elsabe Tiran can help you design your “financial lesson plan” that teaches you how to make smart money decisions and stay on track.

✅ Start planning today → https://www.sanlamadvice.co.za/bluestar/SWD/financial-planning/financial-planning-process/13541824523650

Book a 1 on 1 session with Elsabe at the link above or call 📞 044 606 5721 / 0842992225 and let’s build your financial plan together.

16/10/2026

The year-end is fast approaching, with less than 3 months to go before we all start winding down for some well-deserved time off.

In the lead up we suggest that you review the following key "allowances" and financial considerations:

REVIEWING YOUR FINANCIAL PLAN

The final quarter of the year is a good time to "spring clean" your financial plan to ensure that you are on track to achieve the goals set out at the beginning of the year.

REVIEWING YOUR WILL

We encourage you to review your will or have a new will drafted.

HOLIDAY SAVINGS PLAN

If you haven't started already, now is the time to start saving for those end-of-year expenses.

This year has been a challenging year for us all. For the last quarter, our advice to you is to focus on what you can control and not focus on things that are out of your hands.

Some of the things you can control are your finances.

Get in touch with a financial planner at SWD BlueStar to discuss how you stay in control when it comes to your savings, investments and insurance. https://www.sanlamadvice.co.za/bluestar/SWD/contact-us/

Source:
iol.co.za/personal-finance/finan...-times-of-market-volatility/

Safeguard your legacy for your loved ones.💙Drafting a will with the help of Jan Lubbe and Sanlam Trust is how you take c...
15/10/2026

Safeguard your legacy for your loved ones.💙
Drafting a will with the help of Jan Lubbe and Sanlam Trust is how you take care of your family when you no longer can — protecting their inheritance and sparing them the hard admin later. Free to draft and store.

Draft your will online here - https://www.sanlamadvice.co.za/bluestar/SWD/tools/online-will/13913778222813

This is ideal if you require a will that is simple and straight forward. Simply complete the form to generate your draft will that you can download immediately. A consultant will call you to finalise your will, make sure it reflects your wishes, that you sign it correctly, and return it back to Sanlam for safekeeping.

Sanlam has partnered with Sanlam Trust, part of the Capital Legacy Group and a Sanlam associate, to give you expert advice on wills, trusts, estates, and related services.

You can also speak to a financial adviser directly should you have any questions before commencing:
Jan Lubbe
📞0825712338
📧[email protected]


https://www.sanlamadvice.co.za/bluestar/SWD/tools/online-will/13913778222813

Sanlam Life Insurance Limited is a licensed Life Insurer, authorised Financial Services Provider and registered Credit Provider (NCRCP43).

Take these steps to help you stay vigilant and reduce your risk of breast cancer. For more information about products th...
14/10/2026

Take these steps to help you stay vigilant and reduce your risk of breast cancer. For more information about products that are available to mitigate the financial impact of cancer, contact a Sanlam Financial Adviser today.

We are a committed team of specialist financial planners based in Voorbaai, Mossel Bay (in the Western Cape). As our client, you can always depend on our dedication to understanding your specific needs & circumstances in order to compile a unique solution for you. Our financial planners are authoris...

As our Matriculants of 2026 embark on their final exams, let's take a moment to not only wish them the best but also to ...
13/10/2026

As our Matriculants of 2026 embark on their final exams, let's take a moment to not only wish them the best but also to recognize the dedication and hard work of the INCREDIBLE TEACHERS who guide them along the way. 🙌

To all the teachers out there, thank you for your unwavering support, wisdom, and the lasting impact you make on every student’s journey. 💪

TAG a teacher or school in the comments to send a shout out!

📚

Good luck from all of us at SWD BlueStar
📞044 606 5721
📧[email protected]
🏠14 Mascador Street, Voorbaai, Mossel Bay, South Africa, 6506

Address

Bella Casa Building, 14 Mascodor Street, Voorbaai
Mossel Bay
6506

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 13:00

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