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South Africa, Direct financial solutions 

If you don’t have the time for an appointment with an experienced financial advisor or you are in a remote area where access to appropriate advice aren’t readily available, Plandirect want to encourage you to seek your advice direct from an experienced financial advisor, rather than buying direct solutions from companies promising cheap premiums and one product solutions without accessing your unique needs and comparing appropriate solutions to find the best solution for your unique circumstances. By using an experienced online advisor you can have peace of mind that only big brand quality solutions are considered as solutions where the definitions of benefits, guarantees and T&C’s are very important.

Quality online solutions by:

Steps to follow to find your quality solution:

Find the service/s for which you require more information or advice for by following the links on the webpage. Empower yourself to make informed decisions by finding more information on the different services webpages about the importance of different financial services solutions, importance of finding quality solutions with quality definitions and use the calculators to find answers to important questions. If you need more information or advice on solutions or calculations you can complete the following form and an experienced CFP® qualified financial advisor will make contact with you to assist you to make informed decisions. You can follow the links provided below or on the different service’s webpages to request quotes for the solution you are seeking: Quotation for a new generation Retirement Annuity. Quotation for investment at retirement: Guaranteed / traditional Annuity quotes Investment Linked Living Annuity quotes Quotation for voluntary money investment: Endowment Policy quotes 5 Year Investment Plan quotes Guaranteed Investment quotes Unit Trust Linked Investment quotes Application for Gap Cover Application for a Home Loan Quotation for Short-term Insurance Quotation for Life Insurance Life Insurance quotes Life Insurance with Premiums Back quotes Home Loan Cover Insurance quotes Income Protection quotes Quotation for Medical Scheme Application to draft Last Will & Testament After requesting a quote you will receive a quote for a quality big brand solution with definitions descriptions, guarantees and T&C’s the way experienced financial advisors believe it should be. Please take the time to read through the quotation as it will help you to make an informed decision. Should you decide to continue to apply for the solution, the email will guide you. If you have questions after reading the quote you can go back to step 3 and contact the financial advisor to assist you. 
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Life Insurance information, calculators & quotes Pre- & post retirement information, calculators & quotes Investment information, calculators & quotes Business Insurance information Last Will & Testament information, calculators & application Short-term insurance information & quotes Medical Scheme information & comparitive quotes Gap Cover information & application Home Loan information, calculators & application at ABSA, FNB, Nedbank & Standard Bank Contact an financial services advisor | broker | planner Direct Advisor AFR Direct Advisor