“The goal as a company is to have customer service that is
unmatched in the market”
– Helen Francisco (CEO)
How we work
We make you the center of your financial journey
Not having a plan for your financial future is akin to trying to navigate without a compass or map. At Direct Financial Planning, we endeavour to become your navigator and trusted partner in guiding you to your financial independence. We follow these basics steps to help you achieve your financial wellness.
Step 1:
Budget & settle debt
Create a budget for yourself and your family to stick to, list all debts in your name, and design a payment plan to settle your outstanding debts as quickly as possible.
Step 2:
Protect your assets
Assurance and insurance exist to cover life’s unexpected events; we ensure a well-structured risk plan sufficiently covers all your risks.
Step 3:
Plan for retirement
One thing is for certain – you’re getting older. That’s why it is important to start saving for retirement as early as possible. We help you establish a retirement plan that meets your retirement goals.
Step 4:
Build your wealth
Establish a short, medium, and long-term investment portfolio to help you meet your life goals. You deserve to achieve your aspirations; that's why we will provide you with the right advice and products to make it happen.
Holistic service offering
So, why else should you use us?
Numerous services
We offer Financial Advice, Life Assurance, Insurance, Medical Aid, Estate Planning & Investment Planning services.
Extensive choice
We have partnered with South Africa's best Financial Service Providers to ensure you have a broad range of products available to you.
Rewarding
Get rewarded with a monthly cashback for consolidating and managing your financial portfolio with Direct Financial Planning.