+27 18 175 0140 | +27 72 996 1200 (WhatsApp)
Contact Person:
Jaco Fouche, CFP®
JENWIL BLUESTAR: COMPANY PROFILE
Jenwil BlueStar is an FPI Approved Professional Practice headquartered in Bloemfontein, with a regional office in Potchefstroom, serving clients throughout South Africa. Since 2007, we have helped individuals, families, professionals and business owners make better financial decisions with confidence.
We believe financial planning is about more than managing money: it’s about helping people make wise financial decisions throughout life. Our integrated advice process combines comprehensive financial planning, a disciplined investment philosophy, behavioural coaching and ongoing client education to help clients achieve their goals, protect what matters most and build lasting wealth across generations.
IDEAL CLIENT
Our ideal clients are individuals, families, professionals, retirees and business owners who are committed to building, preserving and transferring wealth over the long term.
We specialise in helping clients accumulate wealth during their working years, transition confidently into retirement and create enduring financial legacies. Our clients value objective, evidence-based investment advice, comprehensive retirement planning and trusted long-term relationships. They appreciate an integrated planning approach that considers every aspect of their financial life rather than isolated financial products.
FINANCIAL PLANNING PHILOSOPHY
Exceptional financial planning begins with understanding people before portfolios. Every recommendation is guided by our clients’ goals, values and unique circumstances, recognising that financial success is ultimately about enabling the life they want to live.
Our philosophy is built on trust, objectivity and partnership. We strive to earn our clients’ confidence by always acting in their best interests and providing advice that is both technically sound and personally relevant.
Education is a cornerstone of our advice process. We believe informed clients make better financial decisions, so we explain financial concepts and planning strategies in clear, practical language, empowering clients to make confident decisions throughout life’s many transitions.
PROFESSIONALISM
As an FPI Approved Professional Practice, professionalism, ethics and technical excellence underpin everything we do. Our team includes CFP® professionals, investment specialists and experienced client support professionals who work collaboratively to deliver personalised advice and exceptional client service.
We are committed to continuous professional development and a disciplined, evidence-based investment philosophy that combines rigorous research with a long-term perspective.
FINANCIAL PLANNING FEE
Our fee philosophy is based on transparency, fairness and long-term alignment with our clients’ success. We build enduring relationships rather than transactional engagements.
Our remuneration may consist of:
- Upfront fees and commissions,
- Ongoing advisory fees, generally calculated on a sliding scale linked to assets under management.
All fees are fully disclosed and agreed upon before implementation.
SERVICES
We provide advice across the following areas:
- Comprehensive financial planning
- Disciplined investment management
- Retirement planning and retirement income solutions
- Estate and succession planning
- Risk and insurance planning
- Ongoing portfolio reviews and lifestyle planning
OTHER RELEVANT INFORMATION
Jenwil BlueStar has earned a reputation as one of Sanlam’s leading professional financial planning practices, consistently ranking among the top-performing BlueStar businesses within its category and being recognised as a leading Glacier investment advisory practice in the Free State and North West.
Our purpose is simple: to help people make better financial decisions so they can enjoy greater financial confidence, security and peace of mind.