Proficient Bluestar - authorised by Sanlam

03/06/2026

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.

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/proficient/adviser/morne-barnard/8909013001394

💼 Morne Barnard
0414507000 / 0826549794

02/06/2026

Investment scams rarely succeed by accident. Research in behavioural finance shows that many fraud schemes are structured to exploit predictable patterns in human decision-making.

Mathews Vattakunnel unpacks a range of biases fraudsters exploit to scam you, and how disciplined decision-making can help you stay protected.

Read more in the article below.

Research in behavioural finance shows that many fraud schemes are structured to exploit predictable patterns in human decision making.

01/06/2026

Retirement income planning starts years before you leave your workplace for good.

Together with Glacier by Sanlam we break down what you need to think about and what costs you are likely to grapple with when you retire.

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

Questions?
Contact Proficient BlueStar
📞 Phone: 0414507000
📧 Email: [email protected]
🏢 Office: Port Elizabeth Office: 41 Fourth Avenue, Newton Park, 6001 / East London Office: 46 Manley Road, Saxilby, 5247

26/05/2026

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.

23/05/2026

In running and in life, there are no shortcuts. 🏃🏾✨
Every "K" you bank, every early morning you choose, every session you push through when it would be easier to stop. That is the currency that buys progress.

Effort is not just what you spend on the road. It’s what you invest in yourself. And LIKE ANY GOOD INVESTMENT, the returns compound over time.

20/05/2026

TLDR: Financial planners meet with clients, analyze data, and provide recommendations. Continuous learning is essential to stay updated on industry changes. It's a fulfilling career where you can make a real difference in people's lives.

Remember, financial planning is crucial for managing money effectively.

To become a Certified Financial Planner (CFP®), start with a relevant degree and gain experience through internships.

Get in touch to learn more about this career path.

📞 0414507000
📧 [email protected]
📍 Port Elizabeth Office: 41 Fourth Avenue, Newton Park, 6001 / East London Office: 46 Manley Road, Saxilby, 5247

here is a saying that “money makes the world go round”, and it certainly rules most of our lives every day. How you handle your finances and manage your money is one of the most import things to manage on a daily basis. Everything from saving to investing to preparing for retirement is dependent...

17/05/2026

The Answer: Earlier than you think. 👀

Linda says... "Whether it's toddlers learning patience to teens understanding saving, spending, and even debt - learning at every stage of your child's life matters in shaping a healthy relationship with money."

Are you having money conversations at home yet?

👉 Read my blog for tips to start that conversation with your young children, nephews, nieces and grandkids: https://www.sanlamadvice.co.za/bluestar/Proficient/blogs/financial-literacy-from-toddlers-to-teens/13022353729156

16/05/2026

Learn from these 4 Pay Day Tips shared by Wilma Van Aswegen

Most South Africans tend to first spend money on ‘wants’ and leave savings for last.

This is because spending is instant, visible and tangible.

The only way to make savings work for you, is to pay yourself first, otherwise you'll never have any money left over for future goals.



Wilma Van Aswegen
📞 0834701878 / 0414507000
📧 [email protected]
Port Elizabeth Office: 41 Fourth Avenue, Newton Park, 6001 / East London Office: 46 Manley Road, Saxilby, 5247