Plan-B BlueStar

Plan-B Vision is to assist our clients as a team in reaching their financial goals.
• through expert advice and excellent service
• to grow our business into a successful financial planning organisation.

Plan-B has a particular focus on adding value through building and maintaining wealth for our clients. We harness the strengths of all the individual members of our team in order to provide
a balanced solution to our clients' needs.

Plan-B works within the guidelines of the financial planning profession. We are guided by the financial planning process to:
• Create a financial plan; a detailed strategy tailored to a client's specific situation and meeting a client's goals
• Implement financial plan
• Review financial plan

Our clients include individuals and business owners that place a high value on obtaining financial advice.

We provide advice regarding the following:
Personal Assurance: Life Assurance, Trauma/Disability Assurance, Income Replacement Assurance, Term Assurance, Bond Assurance
Business Assurance: Buy-and-sell Assurance, Key Person Assurance, Surety Protector
Retirement Planning: Retirement Annuities, Provident Funds, Pension Funds, Investment-linked Life Annuities
Investment Planning: Education Planning, Medium-term Savings, Collective Investments, Money Market Investments, Stock Exchange-linked Products (in association)

We also have access to specialists who can assist you with:
Estate Planning, Employee Benefits, Family Trusts, Investment Trusts, Tax Advice , Medical Aid, Short-term Insurance