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.
Message from our founder
“I'm Roberto Francisco, and I founded Direct Financial Planning in 2013 with the goal of offering independent, unbiased financial advice that puts people first. Based in Johannesburg, our full-service brokerage helps clients across a range of needs, from insurance to retirement planning. We pride ourselves on truly understanding each client’s goals and providing personalized strategies that make a difference. Thank you for considering Direct Financial Planning – we’re here to help you take control of your financial future with confidence.”
Roberto Francisco
Founder
