www.sigmabluestar.com
Comprehensive Professional Financial Planning
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Authorised by Sanlam Life, a Licensed Financial Services Provider
This value proposition will provide you with a quick look at our business and service
offering. Our advisors and personnel are passionate individuals, which by choice deliver a
professional, competent and relevant financial service.
Sigma BlueStar
Financial Advisory Service
Our clients:
Individuals, business
owners, businesses &
institutions
Professional Research Dependable Integrity Long term relationship Confidentiality Specialize Solid business practisesFees & cost
Detail is important and getting it right an absolute must Staying current
with trends and developments in the industry and applicability to our clients We want you to have peace of mind – our actions should speak of trust
Privacy and security a
priority concern Our business is to be personal and need to be with you all the way
You need expert advice. We provide the expertise through highly
skilled staff We comply with
legal requirements and act within the industry’s Code of Conduct
Will always be disclosed – should never be a
surprise to you
Develop and maintain professional continues competence
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We offer you an exceptional service and analysis process
As you are one of our valued clients, we commit to working with you to determine areas for
development within your financial situation and to implement a number of practical initiatives to drive
your finances successfully into the future.
This process, our Service Guarantee, symbolises commitment to all parties – to ensure that your
financial plan will be pursued proactively and implemented as required.
The process that we apply when dealing with clients can be broken down into six basic steps:
1.
Confirm appointment
An appointment will be scheduled at through our Client Service Officer at a date and time of your convenience within 2 hours.
2.
Fact Find
Conduct a fact-finding interview and collect all your information. Ensure that the information collected is accurate and comprehensive and includes your specific personal and professional goals and objectives.
3.
Information Analysis
Based on the data collected, we will identify all the issues relevant to your situation. We will assess and analyse each issue. Formulate strategies to achieve your present needs. Review all available options in order to realise your future goals.
4.
Recommendation
We will describe your current financial position. Provide an analysis of your needs and goals. Provide product recommendations to meet your stated needs and goals. Provide you with details on future reviews and on-going monitoring.
5.
Implementation
We will prepare to present our written recommendations. Confirm the presentation interview with you. Formally present our written recommendations. Discuss issues and queries to ensure that you are comfortable with the recommendations. Obtain your consent to proceed with the implementation of our recommendation. Complete all the necessary paperwork, with your signatures and approvals. Lodge the paperwork with the relevant financial services provider. Provide feedback to a lead source via a written lead feedback sheet.
6.
Review
We will arrange a review date with you. Prepare for and conduct your financial review.
.
Step 1
•Confirm appointment
Step 2
•Information interview
Step 3
•Information analysis
Step 4
•Discuss recommendation
Step 5
•Implementation
Step 6
•Review
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We offer the following product solutions
and much more…Business Owner
Professional
Salaried Employee or
Pensioner
Operational Financing for Operation Capital “BEE” New assets Property Franchise acquisition Existing business acquisition Contract guarantees Business Protection Short-term insurance Business continuation Buy & Sell agreements Key-man insurance Debt insurance Employee Benefits Medical Aids Tax systems Retirement funds Group risk benefits Umbrella trust services Education of benefitsOther
Cash flow management Legal services
Financial management Brand Marketing Business Mentor Business Consultation HR services & advice Commercial tax
Business banking services Investments
Asset management Data back-up solution
Personal Financing
Bond Personal Loan
Life insurance
Death
Funeral (48hour pay-out) Income protectors Disability Accident Dread disease Investments Retirement Special objectives Education plans Analysis of needs Tax implications JSE Shares
Estate & Will
RSA and offshore o Will o Trusts Tax planning Liquidity analysis
Tax
Annual income tax Advice
Pay restructuring
Medical Aid
Short term insurance Loyalty programme Banking services Personal Financing Bond Personal Loan Life insurance Death
Funeral (48 hour pay-out) Income protectors Disability Accident Dread disease Investments Retirement Special objectives Education plans Analysis of needs Tax implications JSE Shares
Estate & Will
RSA and offshore o Will o Trusts Tax planning Liquidity analysis
Tax
Annual income tax Advice
Pay restructuring
Medical Aid
Short term insurance Loyalty programme Banking services
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Office Location
Location We are located in the central of Nelspruit (Mbombela), Mpumalanga province (South Africa)
between Samora Machel (drive) and Bell (street)
Parking The best way to enter our parking area is come down Louis Trichardt into Samora Machel. Pass
Shoprite Building on your right and enter parking area on right. Office
From the parking area, walk to Sanlam building, enter and proceed to first floor. On the first floor, use the wall mounted telephone to notify us of your arrival. Personal will assist you with further directions to our office.
Parking and building access for disabled persons. Advisors will visit location of disabled person if mobility to our office is difficult or impossible.
Contact Details
Address Postnet Suite 46, Private Bag X11326, Nelspruit, 1200
Office 013-756 9625 8h00 – 16h00
Fax 0866 755 926 24 hours available
e-mail [email protected] 24 hours available
S 280 28.301’ E 300 58.791 (GPS coordinates)
