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.
bulb
We Innovate
rocket
Performance
apps
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.
bulb
rocket
apps
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 moreProvide discussion information and we’ll get back to you as soon as possible
Landline
Location
25 Sovereign Drive, Route 21
Office Park, Pretoria, 0178
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.
Founder & CEO