Point Blue Bluestar Financial Advisory Services - Monti Coetzer

Point Blue Bluestar Financial Advisory Services - Monti Coetzer Point Blue Bluestar Financial Advisory Services is a registered company which are licensed for both Business and Individual Insurance.

MEET THE PRINCIPLE OWNER - MONTI COETZER

Monti’s extensive experience, gained over more than 2 decades in the financial services industry, established him as one of the top financial advisors in the country. He was therefore chosen as one of the selected few, to start a Sanlam Bluestar Company. And so, Point Blue Bluestar was established in early 2011. We had since grown to a company of 12 people

and had broaden our horizons to include some big & very interesting developments for the future. Monti has successfully completed numerous courses establishing himself as an expert in various sectors of the Financial Planning Industry. He holds the relevant qualifications as required by service industry. He specializes in Business insurance and insurance for professionals. A field of expertise and his greatest passion, is the development & training of Professional Corporate employees through financial training programs. WHO WE ARE

Point Blue Bluestar Financial Advisory Services is a registered company which are licensed for both Business and Individual Insurance. Point Blue Bluestar Financial Advisory Services has expanded enormously over the past decades due to the fact that we have an outlook of professional services to various clients in South Africa and abroad. In 2012 Point Blue Bluestar Financial Advisory Services became the proud owner of our own business premises where we conduct our professional services to our valued clients in Waterkloof Glen. We are also in association with a variety of Insurance companies, where we have an exclusive mandate with our Insurers, which enable us to be very competitive in the Insurance Industry. Point Blue Bluestar Financial Advisory Services is extremely motivated to ensure that all personnel in our brokerage are constantly trained and qualified as required by the FSB to render financial services and advice. OUR CLIENTS

Our client base consists of a variety of Professional, Graduated clients as well as the normal consumer that are in need of protecting their valuable assets on both business and individual needs. We cater for each clients individual needs to fit their lifestyle.

1. INDIVIDUALS
Our clients are individuals who are working towards financial freedom in building personal financial wealth.

2. BUSINESS OWNERS & PARTNERSHIPS
Our clients are business owners & partners who seek expert advice in protecting their individual interests and find tailor made business solutions.

3. PROFESSIONALS & HIGH NET-WORTH CLIENTS
Our clients are willing to seek out and to listen to sound financial advice. They value a professional, solution-driven service. They require personal attention. In short, they are looking for a partner to meet their financial planning needs.

4. CORPORATE COMPANIES
Our clients are individuals who are interested in providing professional, expert advice & training for their employees

OUR SERVICE PROVIDERS

We have a mandate with the following service providers:

Sanlam
Liberty
Old Mutual
PPS

Address

384b Lois Avenue
Waterkloof Glen
0181

Telephone

012 998 7430

Website

Products

PERSONAL ASSURANCE

Imagine losing your job, contracting a nasty disease, losing your home to a fire or being sued by a dissatisfied client. It can happen. Plan for it, with…

1. Insurance for Professionals (PPS)
2. Life Insurance
3. Disability Insurance
4. Dread Disease Insurance
5. Income Protector Insurance
6. Term Cover
7. Bond Cover

BUSINESS INSURANCE

What if your best salesman was to leave your company or an employee defrauded it? We’ve got it covered…

1. Key Person Insurance
2. Buy & Sell Agreements
3. Surety Cover

INVESTMENT PLANNING

Money doesn’t grow on trees, the old adage advises us! Saving and investing your money, however, can help it grow in value. The money you save or invest today will help finance your future, so the sooner you get it into the habit the better. But where do you start? The key is to create an asset mix which maximises your return on investment. That’s where we step in – our highly trained financial planners will help you make the wisest savings and investment choices. Products include:

INVESTMENT PLANNING

1. Study Provision
2. Medium-Term Savings
3. Long-Term Savings
4. Collective Investments
5. Money Market Instruments
6. Index-Linked Products
7. Endowments.

RETIREMENT PLANNING

1. Retirement Annuities
2. Provident Funds
3. Pension Funds
4. Investment-Linked Life Annuities
5. Preservation Funds
6. Living/Live Annuities

ESTATE PLANNING

Estate planning is anticipating and planning for the disposal of an estate. Proper estate planning is essential to ensure the smooth transfer or disposal of assets and to maximise their value, for example by decreasing taxes and duties payable, and to ensure that your final wishes are carried out. Wills and trusts are two common estate planning tools. We also provide specialist services in conjunction with our partners that will assist with:

1. Family Trusts
2. Investment Trusts
3. Tax Advice
4. Accounting Services

EMPLOYEE BENEFITS

Did you know that the benefits packages you offer your staff play a significant role in attracting and retaining top-notch employees? To ensure your company stays competitive, then, you need to ensure that the staff benefits you provide are good enough to keep employees from jumping ship. Chat to us about group schemes offered in respect of:

1. Medical aid
2. Retirement savings
3. Risk cover

MEDICAL SCHEMES

Given the cost of good medical care in this country, it’s particularly important that South Africans have access to high-quality, cost-effective medical aid and medical insurance schemes. To guarantee peace of mind in the event of emergency or routine medical costs, best you join a credible medical scheme right away! Talk to us for further information on medical insurance options.

Alerts

Be the first to know and let us send you an email when Point Blue Bluestar Financial Advisory Services - Monti Coetzer 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 Point Blue Bluestar Financial Advisory Services - Monti Coetzer:

Shortcuts

Share

Category