Holistic approach to wealth management seeking to align your values, goals and financial resources.
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.
Compare Legacy BlueStar - Financial Advisory Services authorised by Sanlam with 3 companies in Financial-Services
| Comparison Field |
Legacy BlueStar - Financi...Main Company |
My Wealth SolutionsView Profile |
PAC FinancialView Profile |
LOTUS Financial Part...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2011 | 2014 | 2006 |
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Company Size
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— | 11-50 | 11-50 | 2-10 |
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City
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Bellville, Western Cape | Newstead, Queensland | Denver, Colorado | |
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Country
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South Africa | Australia | United States | |
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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
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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
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22 Total
22 Unique
Unique Skills:
Aged Care
Asset Ownership
Budgeting
Cashflow Management
Debt Reduction
Downsizing
+16
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16 Total
16 Unique
Unique Skills:
Asset Allocation
Budget Planning
Distribution Planning
Educating Women
Financial Advisor
Financial Literacy
+10
|
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