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Access financial advice the smarter way
We’re an all-in-one platform for to manage your entire financial life and suite of financial products.
Human support
In-person and digital human support
Our team of licensed experts is here to answer questions, handle paperwork, and help you make decisions with confidence.
Fully independent
Access Multiple FSP's
We represent over twenty-five of the nations best Insurance, Investment, Medical Aid & Estate Planning companies to ensure you have may options at your fingertips.
Control your entire financial portfolio and receive ongoing financial advice & assistance.
Access multiple financial institutions and numerous types of products from one account.
Customize your account, either as hands on as you want, or with our guidance along the way.
Implement our advice and product recommendations to take steps toward your financial wellness.
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.
We combine 1 to 1 access to a Financial Planner with a holistic platform to create the most user-friendly journey—to achieve your financial goals.
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.
Contact UsWe 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.
Contact UsWe provide holistic portfolio management for businesses and their employees; this includes business life assurance, insurance and employee benefit solutions.
Contact UsFrom 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.
Contact UsInvesting 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.
Contact UsNavigating 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.
Contact UsToo 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
Contact UsGap 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.
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