VER-OS: A LATIN WORD MEANING “TRUTH AND TRUST”
“WE MAKE YOUR FUTURE PREDICTABLE – EXPERIENCE OUR EXPERTISE”
Veros BlueStar’s primary goal remains, and has always been, to exceed the expectations of our clients. We achieve this through our knowledge of financial markets, products and well-proven planning processes and through continued studies and personal development. We have a loyal client base because we believe in honest and appropriate solutions. We ensure that our client’s interests always come first.
Our clients expect an outstanding level of professionalism and someone who will listen to their needs. They have peace of mind that a qualified professional adviser will always be available to maintain the level of expertise and skills that they have become accustomed to. We respect and cooperate with everyone whose products and services constructively augment ours in meeting the needs of our clients.
As professional financial planners we have specialist knowledge and skills in financial and investment planning, with 69 years’ experience. We manage investments to the value of more than R300 million.
Veros BlueStar Services
– Financial Solutions for Business Owners (Insurance for Professional Persons, Business assurance, Buy-and-sell agreements and assurance, Key person assurance, Employee benefits, including pension and provident funds, Business fitness analysis)
– Glacier by Sanlam Investment Solutions (Share portfolios, International investments, Collective investments, Investment-linked pension)
– Personal Solutions (Life assurance, Dread disease, Disability cover, Income Protector, Term and bond cover, Retirement annuities, Income tax – in association)
– Sanlam Trust (Wills, Family and business trusts, Estate planning, Estate administration)
– Short-term insurance