Financial Advisers | Sanlam BlueStar
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Financial advisers

Grow your practice into a sustainable business

The BlueStar business model gives you as financial adviser the ability to start your own business or reposition your existing financial practice with an established corporation as your partner. Sanlam will equip you with the necessary aids to optimise the potential of your business, including onboarding support and encouragement, digital tools, ongoing training, marketing support, and more.

Why partner with the Sanlam brand?
Become a BlueStar Principal Adviser
Become a BlueStar Adviser
Get in touch

Why partner with the Sanlam brand?

  • Sanlam is the second largest financial services company in South Africa and has grown significantly since its listing on the Johannesburg Stock Exchange, demonstrating shareholders’ confidence in the company’s future
  • For more than 100 years, Sanlam has been helping South Africans create wealth by providing expert financial advice and effective financial solutions
  • Besides our presence in South Africa, we operate in 44 other African countries
  • We work in all four major language regions in Africa (English, Portuguese, Arabic and French)
  • Sanlam “lives” its corporate citizenship and is committed to good old-fashioned hard work

Become a Bluestar Principal Adviser

Get the necessary support to achieve success

Sanlam will provide you with the necessary skills and support to become a BlueStar Principal Adviser. We run a training programme to equip you with all you need – and you’ll be able to run your business under Sanlam’s FSP licence. Please note that Sanlam is the product and financial services provider, and not the BlueStar business.

Our business model is aimed at the salaried and affluent market segments and consists of a professional and administrative division that provides services to participating advisers. A principal adviser may also take on associates to grow the business even further.

  • This model allows a commission split between the principal and the legal entity which enables the business to receive a pre-taxed income
  • The legal entity is branded as a separate business under the Sanlam name
  • Each BlueStar business develops its own client value proposition, ensuring the business is able to deliver on its service promise

Become a Bluestar Adviser

Build a sustainable financial planning business

Sanlam can help you build a sustainable financial planning business that offers long-term growth.

Our BlueStar businesses are structured to offer a distinguished approach to financial planning that benefits your clients, but also you as adviser. You can expect the following advantages when partnering with us:

Leadership

We place strong emphasis on the development of our financial advisers, which is evidenced by the career progression and success seen over the years.

Remuneration and reward

We offer a variety of contracts ranging from an employee contract (up to 85% of broker commission with added benefits) to a contract with maximum allowed broker commission.

The philosophy underpinning our remuneration structures is to reward financial advisers through a high-performance culture, in other words the percentage of maximum commission payable is determined by their productivity level and quality of advice, and further incentives and rewards are also provided for BlueStars that perform well.

Working environment

Sanlam Financial Advisers (SFA) has created a family-oriented environment characterised by cohesion, mutual support and the flexibility that enables our financial advisers to maintain a healthy work-life balance.

Based on the financial adviser’s client portfolio, he or she will be supported by various industry specialists as and when required. Our specialised organisational structure also ensures that our financial advisers receive support based on their needs during specific stages of their career.

Development and career progression

Career development is a key factor and we offer several career and business growth opportunities. We have a specialist onboarding support office that will provide assistance and help set up your business, and once you’re set up and fully functioning we’ll focus on helping you to develop your business further.

Recruitment, selection and vesting

Our recruitment and selection process is complemented by an intensive vesting process, which includes a structured training programme for all new recruits.

Digital identity and media access

Sanlam provides the necessary support needed to create and establish a digital footprint that will help brand and grow your BlueStar business.

Get in touch

Contact any of our Enterprise Business Consultants to find out more about becoming a BlueStar Adviser or Principal Adviser:

Cheslin Rittmann

084 404 9137

cheslin.rittmann@sanlam.co.za

Cape/Northern Suburbs/Northern Cape

Nelene Cronje

082 416 4514

nelene.cronje@sanlam.co.za

Cape/West Coast/Boland