We make money simple
We combine 1:1 access to a Certified Financial Planner™ with a holistic platform to create the most user-friendly journey—to achieve your financial goals.
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Your financial future is in great hands
Welcome to Direct Financial Planning.
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With us you have access to over twenty-five different financial service providers.
Full market access
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Manage all your policies side-by-side with a financial professional.
Full autonomy over your finances.
OUR SERVICES
What we bring to you
Financial advice
We help guide you to financial wellness. Through a Financial Needs Analysis (FNA), we can help you build an actionable roadmap to get you to where you want to be.
Read moreLife assurance
We help you protect yourself and your family against life's unforeseen perils. We tailor-make cover to meet your unique life cover disability, severe illness & income protection needs.
Read moreBusiness services
We provide holistic portfolio management for businesses and their employees; this includes business life assurance, insurance and employee benefit solutions.
Read moreShort term insurance
From household contents, motor and homeowners’ insurance, we understand that you would like expert advice, superior service, flexibility in cover and quality at the right price.
Read moreInvestments
Investing is the key to building wealth. We'll help guide you on your product choice and advise on portfolio options, risk levels, goal setting, and savings features.
Read moreMedical Aid
Navigating the medical scheme world is complicated, and members need knowledgeable advice. We help ensure that your selected plan covers you when uncontrollable healthcare events occur.
Read moreEstate planning
Too many people delay drafting a Will, which can have devastating consequences for your loved ones. We make it quick and easy to prepare or update your Last Will & Testament
Read moreGap Cover
Gap Cover bridges the gap between your in-hospital medical bills and your medical aid cover. We help you select a Gap plan covering hospital fees when your medical aid doesn't cover all the costs.
Read moreFinancial Rewards
Earn a monthly cashback for every policy you hold with us. Your cashback is loaded to a virtual debit card that you can spend anywhere on the internet.
Read moreSUPPORT
Request a Free Call Back
Provide discussion information and we’ll get back to you as soon as possible
How Can We Help?
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Location
25 Sovereign Drive, Route 21
Office Park, Pretoria, 0178
WHO WE ARE
An institution committed to expert support
Direct Financial Planning is committed to providing ongoing financial advice and support tailored to your specific needs. Our licensed agents are committed to helping you attain the financial wellness you deserve.
Roberto Fancisco
Founder & CEO
testimonials
What our clients say?
Been dealing with DFP for about a year now and have had great experiences from everyone there! Shawn has been my account contact and is super friendly, a genuine great guy! Also dealt with other team members who were very knowledgeable and always had my best interests in mind.
Andre
- from Bloemfontein
The staff at Direct Financial Planning are very personable, professional, encouraging and prompt. Shawn genuinely cares about his clients, and he is never pushy, very patient and works with ensures you understand everything 110% before making a decision.
Sherishna
- from SunninghillMy first encounter with Direct Financial Planning was by using its online platform which I found to be informative and intuitive to use. From there, a great relationship with the DFP blossomed and I can’t imagine managing my finances without them.
Sindisiwe
- from SandtonMy DFP experience has been refreshing compared to what I am used to from your traditional bank, investment or insurance firms. They have demonstrated a strong customer focus on building a solid plan to meet and protect your financial goals.    
Mohammed
- from Cape TownAs a corporate lawyer, I can confidently say that a financial company like Direct Financial Planning is long overdue. I feel comfortable when referring clients to Helen as I know they will get honest, valuable and beneficial advice. Plus, they will be treated with sensitivity and care!
Courtney
- from PretoriaI am a newcomer to South Africa, and I can say that DFP has been a great help, to set the sails straight in this new financial journey. I have been a great admirer of this company's mission of free financial planning.
Abiodun
- from Cape Town
