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Retirement Planning

It is very worrying if you look at recent statistics gathered by one of the bigger insurance companies in South Africa. The statistics indicate that a mere 6 % of South Africans retires financially independent. The remaining 94 % of South Africans are dependant on relatives, are forced to keep on working or are dependant on the government.    

Life Insurance

Plandirect offers you access to a range of new generation risk products from all the leading providers in South Africa, which enables you to obtain transparent, quality, low cost risk cover. The products offer the required flexibility to accurately address your unique needs and requirements for life cover and benefits.  

Investments

When considering an investment an investor will soon realise that finding the correct investment vehicle for their unique circumstances can become very confusing. There are literary hundreds of investment vehicles to choose from and even more combinations of underlying investment funds from which to choose! There are many product providers and even more sales people, each with their own reasons why you should invest in their product! Don’t despair, by following a few basic principles you will find the best investment for your unique circumstances!

Business Insurance

Ensure peace of mind for all the owners in your business that their personal estates are protected, the continued existence of the business are protected and also for the clients of the business that the business will be able to continue with its normal day-to-day functioning if something unforeseen should happen that could otherwise ruin the business. Read more about the different needs that could be identified in the business by clicking on the appropriate link.

Last Will & Testament

To find peace of mind, do your estate planning calculations to determine if your wishes at your death will be feasible and executable. Will there be enough cash to pay all your liabilities and estate costs without forced sale/s of some of your assets? Contact a financial planner direct or contact a financial advisor in your town if you should need more information or advice, or you can continue and complete the application to draft a last will and testament.

Short-term Insurance

Short-term Insurance distinguishes between Personal and Commercial insurance to meet your unique specific needs. Financial advisors understand that clients are unique and can align a clients specific needs with products that are specifically designed for them and contains the correct definitions to address their unique requirements perfectly at the best price.

Medical Scheme

Are you struggling to find a good medical scheme? Do you run your own business or work for a company that doesn't offer the benefit of a medical scheme? Are you looking for a simple and easy way to find and choose the best medical scheme cover?

Gap Cover

You should never assume that your medical scheme will cover the full cost for operations and procedures done in hospital. Medical schemes pay doctors and specialists at a rate of between 100% and 300%, but the reality is that many medical practitioners charge in excess of these rates which could result in a gap between the actual cost and the amount that the medical schemes pay. You will be held liable for this shortfall.

Home Loan

Use Plandirect free service for a better chance of bond approval: Our provider has complete commitment to secure your home loan. Prequalification is done, which improves the certainty of your ability to afford the property. You have an unfair advantage. We prepare, motivate and package your application for the  maximum chance of approval. You get the benefit of simultaneous submissions to all the banks. Our in-depth knowledge of different bank’s processes are used to your advantage. You can have confidence. The majority of all new home loans are secured using mortgage originators.

Contact an Advisor

Find an qualified and experienced financial advisor to assist you to compile a financial plan for your unique circumstances. It is not only important to do financial planning but it is very important to find quality solutions to ensure your dreams become a reality. To avoid disappointment at claim stage and to ensure long term sustainability you should find quality solutions from big brand product providers of which benefits are of benchmark quality containing guarantees and fine print that benefits your longer term plan.
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