Legacy BlueStar - Financial Advisory Services authorised by Sanlam

Legacy BlueStar - Financial Advisory Services authorised by Sanlam

Financial-Services

Bellville, Western C...
South Africa
Company Tagline

Holistic approach to wealth management seeking to align your values, goals and financial resources.

Industry Category
Financial-Services
Company Description

Legacy BlueStar - Financial Advisory Services is a premier provider of comprehensive financial solutions, authorized by Sanlam. Located in Bellville, Western Cape, and serving clients from our primary address at 99 Jip de Jager Dr, Vineyards Square South, Bellville, Western Cape 7530, ZA, we are dedicated to aligning our clients’ values, goals, and financial resources. Our team of specialist financial planners in Durbanville offers expert guidance in financial planning, insurance, retirement, and investment services, catering to both individuals and businesses. We prioritize building long-term, professional relationships, ensuring peace of mind through active wealth creation and protection. Legacy BlueStar is committed to providing an all-inclusive financial service that uniquely addresses each client’s specific needs and circumstances. Our dedication to holistic wealth management allows us to guide our clients through all stages of financial planning, ensuring a secure and prosperous future. Legacy BlueStar strives to be a trusted partner in financial success. We invite our manager to create a customized and exclusive company showcase and product listing on our platform, highlighting the exceptional value Legacy BlueStar offers.

Key Personnel / Employees
Amanda Durant Ignatius Wait

Compare Companies Side by Side

Compare Legacy BlueStar - Financial Advisory Services authorised by Sanlam with 3 companies in Financial-Services

4 Companies
Comparison Field
Legacy BlueStar - Financial Advisory Services authorised by Sanlam
Legacy BlueStar - Financi...
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My Wealth Solutions
My Wealth Solutions
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PAC Financial
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LOTUS Financial Partners
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Founded Year
2011 2014 2006
Company Size
11-50 11-50 2-10
City
Bellville, Western Cape Newstead, Queensland Denver, Colorado
Country
South Africa Australia United States
Skills & Keywords Comparing with main company
11 Total Skills
financial planning insurance investment retirement planning wealth management financial services financial advisor Financial Planning Insurance Investment Retirement Planning
19 Total 19 Unique
Unique Skills:
Budgeting Cash Flow Estate Planning Financial Advice for Business Owners Financial Advice for High Income Earners Holistic Financial Roadmaps +13
22 Total 22 Unique
Unique Skills:
Aged Care Asset Ownership Budgeting Cashflow Management Debt Reduction Downsizing +16
16 Total 16 Unique
Unique Skills:
Asset Allocation Budget Planning Distribution Planning Educating Women Financial Advisor Financial Literacy +10
4
Total Companies
2006
Oldest Founded
3
Countries
64
Unique Skills

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Alternative Company Names

This company is also known as

Legacy BlueStar - Financial Advisory Services लेगसी ब्लूस्टार - वित्तीय सलाहकार सेवाएं লেগসি ব্লুস্টার - আর্থিক পরামর্শক পরিষেবা