Montis BlueStar - Financial Advisory Services authorised by Sanlam

Montis BlueStar - Financial Advisory Services authorised by Sanlam Financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge.

There's no one-size-fits-all answer to determining your life insurance needs. Your life cover should be based on your in...
15/06/2026

There's no one-size-fits-all answer to determining your life insurance needs. Your life cover should be based on your income, debts, and the financial needs of your loved ones, especially if they rely on you.

The goal?

To protect their future, no matter what life throws your way.

Bertram Siebrits unpacks the types of cover you may need and how to review your cover 👉 - read more here: https://www.sanlamadvice.co.za/bluestar/Montis/blogs/how-to-determine-your-life-cover-needs/13059061120503

💙 Realise your potential by starting now...    Whether you’re just starting out or finding your path, building a strong ...
14/06/2026

💙 Realise your potential by starting now...

Whether you’re just starting out or finding your path, building a strong financial future doesn’t happen overnight… it starts with one smart decision. 💡

Let’s turn your potential into a plan:
📲 Get in touch with Montis BlueStar
🌐 https://www.sanlamadvice.co.za/bluestar/Montis/contact-us/

Because the future belongs to those who start today. 🙌

Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield yo...
13/06/2026

Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield you from market swings and improves long-term financial security. We share 5 tips for investors looking to start, or strengthen, their offshore investment journey.

Don’t keep all your rands in one basket. Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield you from market swings and improves long-term financial security.

  Bertram Siebrits says: "Strong in body. Sharp in mind. Smart with money."Whether it’s setting up a budget, planning fo...
10/06/2026


Bertram Siebrits says: "Strong in body. Sharp in mind. Smart with money."

Whether it’s setting up a budget, planning for the future, or getting the right advice — looking after your money is part of looking after you. 💪

FOLLOW for more on

SEE website link in bio for an interesting article to share with men called - "Prostate cancer myths – debunked"

💙 Montis BlueStar
📞 021 872 9998
📧 [email protected]

A meeting with a financial adviser shouldn’t feel intimidating. It should feel empowering. Please share this checklist w...
09/06/2026

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.

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early,...
04/06/2026

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.

Wil jy jou kind ‘n groot voorsprong gee? Hierdie artikel deel praktiese wenke wat maklik toegepas kan word - soos om spa...
03/06/2026

Wil jy jou kind ‘n groot voorsprong gee? Hierdie artikel deel praktiese wenke wat maklik toegepas kan word - soos om spaar op ‘n vroeë ouderdom aan te moedig, openhartig oor skuld te praat, en ‘n voorbeeld te stel om geldgewoontes aan te kweek wat ‘n leeftyd hou.

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.

During   we reflected on what made our careers so rewarding and these comments stood out... 💬 "Being the calm in someone...
02/06/2026

During we reflected on what made our careers so rewarding and these comments stood out...

💬 "Being the calm in someone's financial storm — that's what makes it all worth it." 🌈

💬 "Watching clients send their kids to university, knowing I helped make it possible." 🎓

🌟 EVERY CAREER HAS ITS REWARDS — WHAT'S YOURS? 🌟

Becoming a trusted and successful Sanlam Financial Planner takes dedication, professional qualifications, and a genuine commitment to people. It’s a career built on expertise, ethics, and long‑term relationships — and the reward comes from seeing clients reach life milestones with confidence, knowing you played a meaningful role in their journey.

Learn more about my career here: https://www.sanlamadvice.co.za/bluestar/montis/adviser/bertram-siebrits/13059061120503

💼 Bertram Siebrits
021 872 9998 / 0797682873

Stay a step ahead of flu season! 🛡️💉Your annual flu shot boosts your immunity, protects those around you, and helps prev...
02/06/2026

Stay a step ahead of flu season! 🛡️💉
Your annual flu shot boosts your immunity, protects those around you, and helps prevent serious illness.

And the best part?

Fedhealth members and their dependents get it FREE — covered from Risk, not your savings!

👉 Not yet a Fedhealth member contact 021 872 9998, [email protected] for more information.

01/06/2026

There are the three steps to a confident retirement... SAVE. BOOST. PRESERVE. Seems easy enough, so why are so many investors behind on their retirement savings journeys?

Siba Mgijima and Dharen Frances, Business Development Managers at Glacier, dive into what's tripping people up.

Listen to the full podcast - https://bit.ly/430TVt5

Questions?
Contact Montis BlueStar
📞 Phone: 021 872 9998
📧 Email: [email protected]
🏢 Office: 90 Breda Street, Paarl, 7646




Address

90 Breda Street
Paarl
7646

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

Alerts

Be the first to know and let us send you an email when Montis BlueStar - Financial Advisory Services authorised by Sanlam posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Montis BlueStar - Financial Advisory Services authorised by Sanlam:

Share