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Welcome

Why Plandirect?

The direct financial services website with a difference!

How to find the best solution for your unique circumstances Plandirect & partner's philosophy

Why Plandirect?

Your only need for financial services is what you really need considering your unique needs and circumstances! Use the free tools supplied on Plandirect’s website to calculate your need, get advice and to find quality solutions.

The direct financial services website with a difference!

On this website we will not focus on any gimmicks but we place the emphasis on what should be the more important factors when you are searching for financial service solutions, namely: Your only need is what you really need in your unique circumstances! The definitions of benefits are of utmost importance! Guarantees and guarantee definitions are very important! Terms & Conditions are very important! Exclusions are very important to consider! Expertise and experience of product - & service providers are important! When you find the correctly defined solution for your unique circumstances and loyalty bonuses or any cash bonuses are part of the solution, it should be a bonus and not the reason why you buy a solution if the above mentioned important factors of financial solutions are ignored!

How to find the best solution for your unique circumstances

Whether you prefer finding your solution online or prefer the face-to-face option, Plandirect want to invite you use the tools, information and access to experienced authorised service providers representing big brand leading product providers to find a quality solutions with the emphasis on the correct factors to ensure value and long term sustainability.

Plandirect & partner's philosophy

Plandirect is a network of like minded licensed and experienced financial services providers with a ‘New Generation’ approach to delivering financial services to the users of this services. The approach is not only followed because of the new regulatory environment with all the emphasis placed on consumers and consumer protection, but it is a deep imbedded value system that places the emphasis on doing business in an ethical way. Our partners believe in: No misleading advertising It often just does not make sense how some companies get away with the way they advertise their products. People are encouraged from, 'not to use an advisor' to 'not to pay commissions' to … etc. The most worrying fact about this false and negative adverts is that many user believe the adverts. The more experienced people in the industry are worried about the advice that is in some cases being given as the truth. The fact is that the definitions of the benefits and the terms & conditions for claims should be the true consideration points and not the unimportant facts that some adverts are putting all the emphasis on. How can you only sell the price and not the benefits real definitions, terms and conditions? Unfortunately the system is complaints driven and many client will only really know what they bought at the ‘cheap price’ when they want to claim! This will be the wrong time to correct the situation. All our service providers only do dealings with major South African provider that lead the way with benchmark products. We will find the product for you that best addresses your unique circumstances, without any gimmicks. Determine true needs We believe you need an amount of life insurance equal to the amount that is actually required. Most financial service solutions can be quantified. Use our calculators to determine your unique needs with our user friendly DIY calculators. If you have any questions or need more information or advice, contact us. Our partners believe in: Aligning client needs with products. Your unique circumstances and needs will indicate to us which one of the major product providers will address your needs the best. Products are developed for target market segments. This means that with our independent approach and with all the major product providers on our platform, we can find the product which best addresses your unique circumstances at the price that will suit your pocket. Fee for service approach Commissions and fees are traditionally determined by the size of the premium you pay. This means that if somebody buys a product for R 100 a month premium and another for a R 1000 monthly premium it could mean a difference of 10x more commission or fees for the bigger premium although the work done to effect the different product could have been exactly the same. Our approach is that you will only pay for the effort to implement your solution that could mean big saving on fees and or commissions which will be passes on to you. This savings you will receive from us will mean that you will pay less for quality product solutions.
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