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.

You've probably helped your parents with online banking, WhatsApp, or spotting scam messages.But have you ever asked if ...
08/09/2026

You've probably helped your parents with online banking, WhatsApp, or spotting scam messages.

But have you ever asked if they have a valid will?

It's not always an easy conversation to start, yet it's one of the most important. A will isn't only about money. It's about making sure your parents' wishes are known, their loved ones are protected, and unnecessary delays are avoided when the time comes.

A few simple questions to start:
โœ… Do you have a will?
โœ… Where is the original written will kept?
โœ… Is the will signed & witnessed?
โœ… When last was the will reviewed / updated?
โœ… Who is the executor?

You don't need to discuss finances or who gets what. The goal is simply to make sure a plan exists and can be found when it's needed.

The reality is that many South Africans still don't have a will, which can leave families facing added stress and legal complications during an already difficult time.

Visit our website today and use our online will tool to take the first step towards securing your legacy.

https://www.sanlamadvice.co.za/bluestar/Kallisnel/financial-planning/online-will/12875155245262

Talle werkende Suid-Afrikaners neem aan dat net die rykes testamente nodig het, maar daardie wanopvatting hou ernstige g...
08/09/2026

Talle werkende Suid-Afrikaners neem aan dat net die rykes testamente nodig het, maar daardie wanopvatting hou ernstige gevolge in. Trouens, ongeveer 70% van werkende individue het nie โ€˜n testament nie. Ongeag of jou bates gering โ€“ โ€˜n spaarrekening, โ€˜n voertuig of aftreefondsvoordele โ€“ of aansienlik is, โ€˜n geldige testament verseker dat jou wense gerespekteer en jou erfgename beskerm word.

Many believe that wills are for rich people. As a result, the Master of the High Court reported recently that about 70% of working South Africans donโ€™t have wills. You need a will as soon as you own some kind of asset, even if itโ€™s only a bank savings account.

  A common challenge for many SMEs isn't a lack of ambition. It's a lack of financial visibility.Economic uncertainty, c...
06/09/2026

A common challenge for many SMEs isn't a lack of ambition. It's a lack of financial visibility.

Economic uncertainty, changing market conditions and rising costs make financial discipline more important than ever. One of the simplest ways to strengthen your business is to revisit the fundamentals:

โ€ข Build and update a financial roadmap
โ€ข Stay on top of bookkeeping and tax planning
โ€ข Monitor cash flow consistently
โ€ข Manage debt strategically
โ€ข Keep personal and business finances separate

As the saying goes, "A failure to plan is a plan to fail."

Taking time to review these areas can help business owners move from simply surviving to planning for sustainable growth.

๐Ÿ”— Explore the full article in our blog for practical insights on giving your business finances a spring clean.

Website users may experience intermittent downtime between 04/09 - 07/09 while infrastructure maintenance is carried out. Report any issues to [email protected]

Have you ever wondered what would happen to a loved one who depends on you if you were no longer around? ๐Ÿ’™Estate plannin...
05/09/2026

Have you ever wondered what would happen to a loved one who depends on you if you were no longer around? ๐Ÿ’™

Estate planning isn't only about passing on wealth. It's about making sure the people who rely on you are cared for according to your wishes.

For parents of children with disabilities or dependants who may struggle to care for themselves, having a valid will and the right estate planning structures in place can make a significant difference.

Proper planning can help ensure ongoing care, minimise uncertainty, and provide peace of mind for your family.

One important takeaway: Estate planning is not just for the wealthy. It's for anyone who wants to protect the people they love.

Read the full article on my blog and discover how thoughtful estate planning can help protect vulnerable loved ones.

Website users may experience intermittent downtime between 04/09 - 07/09 while infrastructure maintenance is carried out. Report any issues to [email protected]

Ladies, hereโ€™s how you can help the men in your life take care of their health ๐Ÿ’™   As the CEOs of the household, we know...
26/08/2026

Ladies, hereโ€™s how you can help the men in your life take care of their health ๐Ÿ’™

As the CEOs of the household, we know itโ€™s not always easy to get them to book that check-up โ€” but Kallisnel BlueStar has got you covered!

Hereโ€™s how to lead the way to healthier living:

1.Make the appointment. Men need regular check-ups just like women to detect and prevent health problems. Book a lunch date as a post check-up reward.

2.Plan to exercise together. Many health conditions, such as colon cancer, can be prevented by regular exercise. Go for a walk, or play a game of tennis over the weekend. Also, guys are very much into their gadgets apps and tech. There are a number of menโ€™s health apps available today to help the man in your life to live healthier.

3.Tweak your diet. Whether the goal is to lose weight or to gain muscle; a healthy diet is the way to go. Incorporate more fruit and veg, lean proteins like fish or chicken, high-fibre foods like beans and legumes, oats and avocado, and wholegrains like brown rice and pasta, whole wheat bread and quinoa.

4.Encourage him to stop smoking. Smoking is linked to heart disease, lung disease, cancer and strokes.

5.Find ways to eliminate stress. Balance work with downtime or a fun hobby.

Talk to your partner about health related articles you come across; ask him to make sure that heโ€™s around for a long time.

Source: nationaltoday.com, heart.org, newsworks.org, canadianliving.com. hitchedmag.com, oprah.com, today.com, greatest.com, technotox.com, livescience.com, mh.com, nurseadvisormagazine.com, menshealth.com, mom.com, huffpost.com, stopcoloncancernow.com, gov.za, lifeinsurance.standardbank.co.za, healthline.com

Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with...
25/08/2026

Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with 5 expert offshore investing tips.

Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with 5 expert offshore investing tips.

South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard...
22/08/2026

South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.

South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.

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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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