1. 1. Initial Contact
2. Fact finding
3. Data analysis
4.
Recommendation
5.
Implementation
6. Review
“There are many who give advice, but few who offer guidance.”
Advice Driven by ethics, inherent principle and undoubtable integrity.
Confidentiality Information lockedup behind the principle of privacy.
Freedom of choice To make an informed decision – your diversity/objectivity between
Sanlam and other reputable service providers.
Proven Ability Backed by combined experience in the financial industry of over60
years.
Our serviceprocess
The process weuse to support you on yourway to financial independence can be broken down
into six basic steps:
1. Initial contact
Our officewillcall you witha view to
making an appointment.
2. Fact finding
During the interview we
will get to know one
another better and we
will answer any questions
you might have and
collectdata
in order to prepare
your plan.
This includes your personal and
professional dreams forthe future.
Authorised, by Sanlam Life, a Licensed Financial Service Provider
Authorised, by
Sanlam Life, a Licensed Financial Service Provider
Sonisia Wealth BlueStar
Financial Advisory Services

2. 3. Data analysis
With the data we have gathered, we
identify all aspects of your financial
requirements.
We analyse each asset in order to draw up a strategy (plan) with whichto address your
immediate needs, and consider all the available options with a view to realising your
dreams.
4. Reccomendations
We will prepare a document describing your current financial position. This entails an
analysis of your needs and goals. It will include product recommendations that will help
to realise your needs and goals, and will explain the relevant compliancemonitoring
your plan.
5. Implementation
We will give youour presentation in writing.
We will explain the different aspects ad answer any questions youmight have. We will
make sure that youare completely comfortable withour recommendations and get your
permission to implement the.
We will assist youwith completing the necessary forms and lodge them on yourbehalf
with the relevant product supplier.
We will assist youwith meeting the necessary requirements and keep you informed
regarding the progress of yourapplication.
6. Review
We will meet with you on an annual basis to review yourfinancial plan. This is to make
sure that it reflectsyour changing needs.
Suitableproductsandservices
Long-term insurance
Personal insurance
Business insurance
Life insurance
Dread disease
Disability
Income protector
Key person
Term cover
Bond cover
Short-term insurance (In association)
Household contents
Vehicles
Property
 Personal
 Business
Travel
Emergency transport

3. Retirement planning
Retirement annuities
Providentfunds
Pension funds
Life annuities
Investment planning
Collectiveinvestments
Shares
International investments
Accounting andtaxadvice
(In association)
Estate planning(Sanlam Trust and Glacier)
Family trusts
Business trusts
Employee benefits
Medical insurance (in association) Home loans (in association)
Legal advice (in association) Estate administration
See belowan overviewof our current situation, skills, competitor analysis,
vision and structure of our business !!!
Summary Business Overview
 Sonisia BlueStar is a young business withthe potential to grow to a big business with
more than one Sonja Boshoff in the next 3 years.
 Sonja Boshoff is the sole shareholder of Sonisia Wealth Bluestar
 Sonja Boshoff has been in the financial industry for 22 years!!
 Sonisia Wealth Bluestar recognise the value of people in their businesses and rely on
well trained people to assist them with their sales and serviceactivities
Current Situation
 The sole ownerof Sonisia B* is Sonja Boshoff.
 Sonisia runs it operations from up market officesin the Sanlam building in Malmesbury
 All staff in both businesses are satisfied with their working conditions and enjoy
working forSonisia BlueStar

4. Business skills
Sonja Boshoff has the followingbusiness skills
 Sound financial management
 Integrity and respect
 Tenacity and Loyalty
 People management
Competitor Analysis
All the advisers base their financial advice on sound principles to prevent any contradictory
advice fromany external adviser or broker!
Vision
 Clients needs to see us as a Team
 Clients needs to Trust the Team
 Wealth creation for our clients
“There are many who give advice, but few who offer guidance.”
Integrity Respect
Loyalty
Commitment
through
Attitude and
Actions

5. Business structure (Annexure A)
 The business is wellstructured with little duplication of admin tasks
 The structure is a hybrid of the typicalskills structure found in most financial businesses
 Sonisia structure is based on skills of the employees
If you have any more questions or wish to make use of our services, feel free
to visit our offices or contact us at any of the following:
Office :
Tel: 022 482 7890
Fax : 086 649 0076
Cel : 083 270 9565
E-mail : sonjaboshoff@sanlam4u.co.za
Address: Postal address:
15 Tuinstraat POBox 203
MALMESBURY MALMESBURY
7300 7299

6. AnnexureA SonisiaBlueStar structure
Principal and Director for Sonisia BlueStar - Sonja Boshoff
Board of Advice - Sonja Boshoff
Back Office Staff :
New Business admin
(NUB Assistant)
Roxann Balie
New appointment in
2015
General admin
(Personal Assistant)
Roxann Balie
New appointment in
2015
Pre Sales admin
(Personal Assistant)
Roxann Balie
New appointment in
2015
After Sales admin
(Personal Assistant)
Roxann Balie
New appointment in
2015
Short term marketing
in association –
MZ Makelaars
Advice Associate –
Vicky van der Walt
Advice Associate –
Va
Associate - Vacant
Associate - Vacant