Jenwil BlueStar Potchefstroom

Jenwil BlueStar Potchefstroom Providing expert professional guidance and financial advice, in good times and bad times. Trish Rodrigues was appointed in October 2009.

In 2007 Sanlam created the BlueStar concept which was an Australian concept. This concept was developed to give financial planners an opportunity to develop their own practice and for the client to get personal specialized service which would ensure
continuity for clients. The training and requirements to qualify for this type of business were very steep and after all requirements were met, the bu

siness was registered and started by Rothea van Biljon (current managing director). Jenwil BlueStar Financial Advisory Services was the second BlueStar business in South Africa to meet all the requirements. After this the business started growing at an unbelievable rate and we needed a Client Relationship Manager. In 2010 Jenwil BlueStar Financial Advisory Services urgently needed more financial advisors and as a result Ivan Loots, Wian du Preez and Flip van der Merwe joined the team. Early in 2012 Jenwil BlueStar Financial Advisory Services became the first BlueStar that registered its own investment Wrap Fund. (Tailor made investment portfolio according to the clients risk tolerance). Investment planning and investment management forms a core part of Jenwil’s business and we supervise an investment book of close to R800 million. In July 2014 Ivan Loots and Flip van der Merwe joined. The need for another financial advisor and client relationship manager was identified. Jean van Biljon and Caren Eigelaar were appointed during January 2015. A regional office was also opened in Potchefstroom during January 2015.

A will isn’t just paperwork - it’s a plan for the people you love. Learn why having a valid will matters (especially if ...
18/06/2026

A will isn’t just paperwork - it’s a plan for the people you love. Learn why having a valid will matters (especially if you have children), how it helps avoid complications, and how it can bring clarity and peace of mind for your family.

A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.

16/06/2026

"Better Financial Futures for New Fathers"


First-time fatherhood brings with it feelings of joy and excitement πŸ˜ƒ, but it can also cause anxiety 😰. You’re no longer living for yourself alone. Instead, you become aware that all your actions impact a new person that is wholly dependent on you πŸ‘Ά.

This alone can make you want to rethink a few of your choices. For new fathers, the desire to contribute to the financial freedom and a fruitful life for your family is paramount πŸ’ͺ🏑.

Financial freedom may not be something that happens overnight πŸŒ™, but with the right tools πŸ› οΈ, knowledge πŸ“š, perseverance πŸ‹οΈ, and discipline 🧘, it is possible.

Here are some TIPS FOR NEW DADS to get started on your journey to financial freedom:

Educate yourself
- learn what financial freedom means to you and how to manage money.

Pay off debt
- there are different methods like the snowball or avalanche, find what works for you!

Create a budget
- with a new baby, expenses change, so make sure your budget reflects that.

Build an emergency fund
- aim for 3 months of living expenses to cover unexpected costs.

Get life insurance
- protect your family in case something happens to you.

Invest for the future
- explore stocks, ETFs, or real estate (do your research first!).

Save for retirement
- plan for your golden years so your kids can focus on theirs.

Save for education
- start saving early to ensure your child has a bright future.

Follow for more tips like these.

To my male clients, family, friends and colleagues - "Health is your greatest wealth, which is why it is so important to...
13/06/2026

To my male clients, family, friends and colleagues - "Health is your greatest wealth, which is why it is so important to take it seriously."

My question is, when it comes to MEN (and I'm looking at the fathers, sons, brothers, husbands and uncles out there), why does it seem taking care of your health does not come naturally?

Find 3 important health checks that all men should undergo in the blog post below - and SHARE THIS with the men in your life.

https://www.sanlamadvice.co.za/bluestar/jenwil/blogs/men-your-health-matters/2951515738230


Kontak jou Sanlam adviseur, wat jou jan help besluit hoe jou toekoms lyk.        πŸ’™ Jenwil BlueStar πŸ“ž 0181750140 (Potchef...
13/06/2026

Kontak jou Sanlam adviseur, wat jou jan help besluit hoe jou toekoms lyk.

πŸ’™ Jenwil BlueStar
πŸ“ž 0181750140 (Potchefstroom) 051 447 0463 (Bloemfontein)
πŸ“§ [email protected]
🏠 Potchefstroom Office - 127 Hoffman Street, Potchefstroom, 2520 | Bloemfontein Office - Suite 2, Westdene Centre, 47 First Ave, Westdene, Bloemfontein, 9301
πŸ’» https://www.sanlamadvice.co.za/bluestar/jenwil/contact-us/

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early,...
12/06/2026

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early, talking openly about debt, and leading by example to build confident money habits that last a lifetime.

There’s never been a greater need for parents to give their children a solid financial foundation. For those who are unsure where to start, here are a few tips (and fun ideas) to guide you in having this conversation.

πŸŽ‰ Warm birthday wishes to you, Carin! May your special day be filled with joy and your journey ahead bring growth, fulfi...
11/06/2026

πŸŽ‰ Warm birthday wishes to you, Carin! May your special day be filled with joy and your journey ahead bring growth, fulfillment, and new accomplishments.

Address

127 Hoffman Street
Potchefstroom
2531

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 14:00
Wednesday 08:00 - 14:00
Thursday 08:00 - 14:00
Friday 08:00 - 16:00

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