KallisNel BlueStar - authorsied by Sanlam

KallisNel BlueStar - authorsied by Sanlam We aim to build long-term, trusted relationships with our clients. Since our establishment in 2009 our clients' financial dreams and goals take priority.

Keeping up with the latest trends and developments in the financial services industry, we offer personalized advice and exceptional financial solutions according to our clients' needs.

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early,...
18/06/2026

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.

Ongeag hoe gekwalifiseerd of goed betaald jou kinders word, kan dit nutteloos wees as hulle nie weet hoe om hul geld te ...
16/06/2026

Ongeag hoe gekwalifiseerd of goed betaald jou kinders word, kan dit nutteloos wees as hulle nie weet hoe om hul geld te bestuur nie. As ’n ouer het jy gelukkig die mag om jou kinders toe te rus met die hulpmiddels wat hulle nodig het om finansieel slim te wees.

Practical money lessons help children build healthy habits, confidence, and responsibility from an early age. Encourage smart financial choices at home today.

15/06/2026

🚻 DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“œ

Having a will is not a luxury of the wealthy; in fact, one could argue that middle income earners require the protection of a will more so than their wealthy counterparts.

Should you die without a valid will in place; the winding up of your estate will follow the requirements set in the Intestate Succession Act, thus disregarding any wishes that you may have had regarding the disbursement of your wealth.

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“œ
What about your kids?

Should your heirs be minors, their inheritance will be placed in The Guardians fund to be managed by the state until they are 18 years of age. The surviving spouse may end up receiving a much-reduced share of the inheritance.

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“œ
Did you know...

After all assets are sold, there is a possibility that the surviving spouse may not have sufficient funds to provide for the basic necessities of the household.

Make sure you have the final say, draft a will!

Speak to a financial adviser at Kallisnel BlueStar anytime for assistance - 0219143670
https://www.sanlamadvice.co.za/bluestar/Kallisnel/contact-us/

Baie werkende Suid-Afrikaners neem aan dat net die rykes testamente nodig het πŸ’ΌπŸ’° - maar daardie dwaling hou ernstige gev...
13/06/2026

Baie werkende Suid-Afrikaners neem aan dat net die rykes testamente nodig het πŸ’ΌπŸ’° - maar daardie dwaling hou ernstige gevolge in ⚠️.

Trouens, ongeveer 70% van werkende individue het nie β€˜n testament nie πŸ“‰.

Ongeag of jou bates gering is, byvoorbeeld β€˜n spaarrekening πŸ’³, β€˜n voertuig πŸš— of aftreefondsvoordele, of beduidend is, as jy β€˜n testament het πŸ“œ, sal dit verseker dat jou wense eerbiedig en jou erfgename beskerm word πŸ›‘οΈ.

Lees meer op my blog - https://www.sanlamadvice.co.za/bluestar/Kallisnel/blogs/think-a-will-is-only-for-the-rich-think-again/5727258577374

A meeting with a financial adviser shouldn’t feel intimidating. It should feel empowering. Please share this checklist w...
12/06/2026

A meeting with a financial adviser shouldn’t feel intimidating. It should feel empowering. Please share this checklist with your contacts to help them walk in prepared when meeting one of our financial advisers and leave with clarity and confidence.

Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.

πŸŽ‚ Happy Birthday, Reinier! Wishing you a wonderful day filled with appreciation, positive moments, and a year ahead full...
11/06/2026

πŸŽ‚ Happy Birthday, Reinier! Wishing you a wonderful day filled with appreciation, positive moments, and a year ahead full of continued success and meaningful achievements.

10/06/2026

Did you know... Many people are still managing debt or taking care of their dependents and elderly parents into their late 50s and 60s. How do these expenses factor into retirement income planning?

Rocco Carr, Business Development Manager at Glacier helps us understand what people facing retirement need to plan for.

Listen to full podcast here: https://bit.ly/4fcu5d2

Questions for our financial advisers?
Contact Kallisnel BlueStar
πŸ“ž Phone: 0219143670
πŸ“§ Email: [email protected]
🏒 Office: 1B & 1F Cascades Terraces, Carl Cronje Drive, Tygervalley Waterfront, Bellville, 7532

πŸŽ‰08.06.2026πŸŽ‰ As Sanlam-adviseurs is ons trots om deel te wees van ’n nalatenskap wat al vir meer as ’n eeu mense bemagti...
08/06/2026

πŸŽ‰08.06.2026πŸŽ‰ As Sanlam-adviseurs is ons trots om deel te wees van ’n nalatenskap wat al vir meer as ’n eeu mense bemagtig om met vertroue te leef.

Gesels met 'n Sanlam adviseur, en ontdek hoe om 'n veiliger toekoms vir jou en jou gesin to beplan - https://www.sanlamadvice.co.za/bluestar/Kallisnel/about-us

Kallisnel BlueStar
πŸ“ž Phone: 0219143670
πŸ“§ Email: [email protected]
🏒 Office: 1B & 1F Cascades Terraces, Carl Cronje Drive, Tygervalley Waterfront, Bellville, 7532

Vir 108 jaar het Sanlam saam met Suid-Afrikaners gegroei β€” altyd aanpasbaar, betroubaar en kliΓ«nt-gefokus.

β€˜n Testament is nie net papierwerk nie – dis β€˜n plan vir die mense wat jy liefhet. Leer waarom dit belangrik is om β€˜n te...
04/06/2026

β€˜n Testament is nie net papierwerk nie – dis β€˜n plan vir die mense wat jy liefhet. Leer waarom dit belangrik is om β€˜n testament te hΓͺ (veral as jy kinders het), hoe dit help om probleme te voorkom, en hoe dit vir jou gesin duidelikheid en gemoedsrus kan bring.

Proper estate planning, especially drafting a valid will, is essential for safeguarding your assets and ensuring your loved ones are taken care of after you’re gone. Yet, more than 70% of South Africans don’t have a will, often due to misconceptions that it’s costly, complex, or only necessary...

Address

1B & 1F Cascades Terraces, Carl Cronje Drive
Bellville
7532

Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 16:00

Telephone

+27219143670

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