Surgency BlueStar is based in the Midlands, KZN and epitomizes holistic financial planning and wealth management. Under the supervision of Director and Authorized Principal, Andrew Oberholzer, the company has become renowned for excellence in financial advisory services. Surgency Wealth (Pty Ltd) was initially founded through a genuine desire to empower individuals with knowledge around wealth management and financial literacy.
Since then, the company has worked with numerous clients and helped them better actualise their financial aspirations. From safeguarding their loved ones' futures and crafting robust estate plans and trusts, to managing sizable investment portfolios. We have always placed significant emphasis on optimizing tax efficiency and providing strategic retirement planning solutions to ensure long-term financial security. Additionally, Surgency's expertise includes personalized risk planning solutions for professionals and companies, made possible through a comprehensive range of insurance products.
Company Details
- Founded
- -
- Address
- Douglas Saunders Dr, La Lucia, Umhlanga, Durban,kwa-Zulu Natal 4051,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Investments, Retirement Planning, Estate Planning, Insurance, Wealth Management, Tax Efficiency.
- HQ
- Durban, Kwa-Zulu Natal
Surgency Bluestar Questions
Surgency Bluestar's website is https://www.sanlamadvice.co.za/bluestar/surgency
Surgency Bluestar's LinkedIn profile is https://za.linkedin.com/company/surgency-bluestar
Surgency Bluestar's industry is
Financial Services
Surgency Bluestar's top competitors are
Simulate,
Change Lab Consulting,
Synthexa,
Wellsphere360,
The Human Edge - South Africa,
Aarohi Psyche Counsult,
Optimum Wellness,
Dr. Sanjay Jain Md,
Neurolift Psychology And Corporate Consulting,
Mody School, Lakshmangarh, Sikar.
Surgency Bluestar's categories are Financial Services
Surgency Bluestar's founding year is 2023
