Smart tools
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.
Get a guaranteed monthly cashback spendable from a virtual card for consolidating your policies on your account.
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 1:1 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.
Read moreWe 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 moreWe provide holistic portfolio management for businesses and their employees; this includes business life assurance, insurance and employee benefit solutions.
Read moreFrom 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 moreInvesting 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 moreNavigating 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 moreToo 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 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 moreEarn 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 more
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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.
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.
My 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.
My 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.    
As 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!
I 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.