©Plandirect. All rights reserved . An initiative by Wikus Pretorius, a Licensed Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                     

PlanDirect

find independent solutions
Are you making informed decisions?  There are not enough licensed and qualified financial advisers in South Africa to provide experienced, quality, independent financial advice and solutions on a face to face basis to clients that can benefit from this advice!  Because of the way that technology has transformed the way we do business, many people that embrace these changes to have more productive lives, prefers to shop online for their financial solutions under their own terms, rather than having to take a step back and do business with a ‘professional’ that can only assist at his/her terms! (time of availability, paper work, traffic, number of appointments before solution is reached, etc.) Most solutions found online, comes without advice! There are people that have the necessary skills to understand projections, capitalizing, taxation of contributions, taxation of contributions, etc. to find the best solutions for their unique circumstances, online. However, most online customers are led by advertisements, price, hearsay, etc. As an experienced independent financial adviser, I know that with the correct guidance many clients that found their solutions online, without doing the necessary planning, are in some way paying more than they are supposed to pay for benefits than are not what they perceive it is, are paying more fees than they think they are paying, are paying more tax than they should, etc.!  

 

PlanDirect to the rescue!   If you are the type of client that embrace the new way of doing business because of technological advances, you have found the correct website to address your financial planning needs! If you use the PlanDirect offering correctly you should find peace of mind, that: i) You’re doing business at your terms; ii) Your unique needs are being quantified; iii) You’re receiving independent advice; iv) From experienced appropriately qualified planners; v) Comparing independent solutions to find the solution with the correct benefit definitions to address your unique needs at the best/correct price; vi) From market leading big brand product providers at benchmark T&C’s; vii) At a price (fees & costs) that are transparent & most probably more affordable and cheaper, not only on the short term, but especially on the longer term! PlanDirect benefit? As discussed above, the fact that you are reading this paragraph most probably indicates that you embrace the technological advances and the ease and speed by which you can do business at your own terms at a time that suits you! The experienced, appropriately qualified and licenced PlanDirect financial planner has the same convictions BUT are very worried about one sided solution’s that are offered to online shoppers without advice by consultants that are not allowed to give advice because then they can then be held liable. However, PlanDirect offers you tools to quantify your needs and to combine the online experience with having contact with a qualified financial adviser or requesting an appointment with an appropriately qualified & experienced financial planner that are accountable and offers independent advice and independent solutions to ensure that the best possible solution is found to address your unique needs!

Big Brand 

Financial Services Product Providers

Product Providers:

PPS Investments | South African Unit Trusts | Tax-Free Investment | International Unit Trusts | Endowment Plan | Retirement Annuity | Preservation Fund | Living Annuity
ABSA Home Loans | Mortgage | Home Loan | Mortgage | Bond
FNB  | Mortgage | Home Loan | Mortgage | Bond
Standard Bank Home Loans | Mortgage | Home Loan | Mortgage | Bond
Nedbank Home Loans | Mortgage | Home Loan | Mortgage | Bond
©Plandirect. All rights reserved. An initiative by Wikus Pretorius, a Licensed Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                                               -
Are you making informed decisions?  There are not enough licensed and qualified financial advisers in South Africa to provide experienced, quality, independent financial advice and solutions on a face to face basis to clients that can benefit from this advice!  Because of the way that technology has transformed the way we do business, many people that embrace these changes to have more productive lives, prefers to shop online for their financial solutions under their own terms, rather than having to take a step back and do business with a ‘professional’ that can only assist at his/her terms! (time of availability, paper work, traffic, number of appointments before solution is reached, etc.) Most solutions found online, comes without advice! There are people that have the necessary skills to understand projections, capitalizing, taxation of contributions, taxation of contributions, etc. to find the best solutions for their unique circumstances, online. However, most online customers are led by advertisements, price, hearsay, etc. As an experienced independent financial adviser, I know that with the correct guidance many clients that found their solutions online, without doing the necessary planning, are in some way paying more than they are supposed to pay for benefits than are not what they perceive it is, are paying more fees than they think they are paying, are paying more tax than they should, etc.!    PlanDirect to the rescue!   If you are the type of client that embrace the new way of doing business because of technological advances, you have found the correct website to address your financial planning needs! If you use the PlanDirect offering correctly you should find peace of mind, that: i) You’re doing business at your terms; ii) Your unique needs are being quantified; iii) You’re receiving independent advice; iv) From experienced appropriately qualified planners; v) Comparing independent solutions to find the solution with the correct benefit definitions to address your unique needs at the best/correct price; vi) From market leading big brand product providers at benchmark T&C’s; vii) At a price (fees & costs) that are transparent & most probably more affordable and cheaper, not only on the short term, but especially on the longer term! PlanDirect benefit? As discussed above, the fact that you are reading this paragraph most probably indicates that you embrace the technological advances and the ease and speed by which you can do business at your own terms at a time that suits you! The experienced, appropriately qualified and licenced PlanDirect financial planner has the same convictions BUT are very worried about one sided solution’s that are offered to online shoppers without advice by consultants that are not allowed to give advice because then they can then be held liable. However, PlanDirect offers you tools to quantify your needs and to combine the online experience with having contact with a qualified financial adviser or requesting an appointment with an appropriately qualified & experienced financial planner that are accountable and offers independent advice and independent solutions to ensure that the best possible solution is found to address your unique needs!

Big Brand 

Product Providers:
PPS Investments | South African Unit Trusts | Tax-Free Investment | International Unit Trusts | Endowment Plan | Retirement Annuity | Preservation Fund | Living Annuity
ABSA Home Loans | Mortgage | Home Loan | Mortgage | Bond
FNB  | Mortgage | Home Loan | Mortgage | Bond
Standard Bank Home Loans | Mortgage | Home Loan | Mortgage | Bond
Nedbank Home Loans | Mortgage | Home Loan | Mortgage | Bond

PlanDirect

find independent solutions