ABOUT US

Leading financial advisers for South Africans

Direct Financial Planning is one of South Africa’s leading independent financial institutions offering clients across the country the powerful combination of personal financial advice, innovative products, and complementary digital solutions.

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Message from our CPO

“Managing finances is complicated, time-consuming, and fraught with misinformation. Pick a statistic – they're all terrible. Well, not anymore; at Direct Financial Planning, we have made it easy to engage with a team of superb financial professionals, making your financial planning as simple and efficient as possible.”

Shawn Francisco

Chief Product Officer

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achievements & statistics

We’ve been in operation since 2012

0 clients in South Africa

0 policies advised

0 billion in cover placed.

Support

How can we help

Landline

012 667-2015

Location

25 Sovereign
Route 21 Business Park, Pretoria, 0178

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