Plandirect, Cape Town

Plandirect
Address:
South Africa, Cape Town, 8001

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updated more than 2 years ago

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Description

Your only financial services need is what is really required in your unique circumstances.
Do your financial planning calculations online and receive immediate answers and big savings.
Allow appropriately qualified independent service providers find quality solutions from respected providers, aligning price and benefit descriptions to your unique needs and circumstances.


Company description

About the new generation Financial Planner's, Plandirect! Plandirect is a network of like minded service provider who offers quality solutions from the major Product Providers in South Africa. With the unique approach to delivering the services the provider are not only able to align your needs to the best solutions on offer but also do so by passing on big savings and extra benefits to our customers. Unique value adding services! Firstly we encourage our customers to use our revolutionary new, DIY, user friendly calculators to calculate if you have any need to address their financial situation. We believe you need a product/s equal to the products that is actually required, no more and no less. Use the applicable calculators to calculate your unique situation and we will find the product best aligned and priced to your need. Read more about the unique offering at the different services offered on our website. Savings and benefits The service provider have a fee for service approach to service and solutions offered. This means that you can receive big savings on commissions and fees that is traditionally charged, on quality products, with definitions, terms and conditions that sets the benchmark in the financial services industry. Not only can you do quality calculations to determine your needs and receive quality solutions aligned to your unique circumstances, but you also get the chance to have your Last Will & Testament being drawn up by specialists, for FREE. Read more about this unique offering on our website. The Biggest advantage of dealing with Plandirect. Products are developed for target markets and are priced according to these target markets. The independent nature of Plandirect’s service providers allow our financial planners to align your needs with a product on offer from the major South African Product Provider that addresses your needs and circumstances the best, at the price that will suit your pocket the best.

Foreign language description

Meer oor die nuwe generasie Finansiële Beplanner, Plandirek! Plandirek is ‘n netwerk van onafhanklike diensverskaffers wat slegs kwaliteit oplossings van gerespekteerde produkverskaffers aanbied wat hulself al oor baie jare bewys het in die finansiëledienste arena. As gevolg van hul onafhanklikheid van die diensverskaffers kan hulle pryse en definisies van voordele van al die groot rolspelers vergelyk en die oplossing vir jou vind wat die beste by jou behoeftes en profiel pas. Hulpmiddels Plandirek bied aan jou unieke, gebruikersvriendelike berekeninge wat dadelik vir jou antwoorde verkaf oor jou situasie by verskillende gebeurlikhede. Gebruik die berekeninge en besluit dan self of jy meer inligting of advies benodig wat ook met die druk van ‘n knoppie beskikbaar is. Die webblad is so opgestel dat jy 24/7 jou berekeninge kan doen en dadelik kan aansoek doen vir jou oplossings, vanaf enige plek, wat vir jou groot besparings kan beteken. Wanneer jy omstandighede verander kan jy vinnig terugkom en die hulpmiddels gebruik om te evalueer of jy weer aan jou portefeulje moet verander. Besparings en gratis dienste Wanneer jy jou behoeftes direk identifiseer en oplossings direk vind kan jy kwalifiseer vir groot besparings en gratis dienste. Volg die skakels na die onderskei produkte om vas te stel hoe jy kwalifiseer en waarvoor jy kwalifiseer. Die grootste voordeel van Plandirek Behalwe die besparings en ander voordele waarvoor jy kan kwalifiseer is die grootste voordeel wat jy kan ontvang die feit dat wanneer jy oplossings vind by Plandirek, jy ware gemoedrus sal kan ondervind en weet dat jy kwaliteit voordele het wat deur kwaliteit en gerespekteerde produkverskaffers voorsienis wat gekies is volgens jou unieke profiel en omstandighede en waaroor jy nooit sal hoef te twyfel of dit sal uitbetaal wanneer dit regtig saakmaak nie!

Categories & Keywords

  • Brokers
  • Hospital
  • Covers
  • Medical
  • Analysis
  • Insurance
  • Tax
  • Transfer
  • Education
  • Estate
  • Business
  • Invest
  • Profiling
  • Applications
  • Plans
  • Benefits
  • Mortgages
  • Guarantee
  • Profiles
  • Independent
  • Risk
  • Registration
  • Absa
  • Disability Services
  • Retirement
  • Life
  • Financial
  • Bond
  • Investors
  • Investment Services
  • Calculators
  • Keyman
  • Momentum
  • Sanlam
  • Study
  • Belasting
  • Annuity
  • Executor
  • Last Will
  • Testament
  • Wills
  • Inflation
  • Returns
  • Advisors
  • Deaths
  • Providing
  • Savings
  • Short Term
  • Masters
  • Schemes
  • Costs
  • Policies
  • Aftree
  • Home Loans
  • Makelaar
  • Calculation
  • Fee
  • Needs
  • Forms
  • Buy and Sell
  • Affordability
  • Aim
  • Apply
  • Duties
  • Versekering
  • Rekenaar
  • Planners
  • Calculate
  • Besigheid
  • Annuiteit
  • Eksekuteur
  • Aftrede
  • Boedel
  • Dekking
  • Cpi
  • Optivest
  • Ra
  • Finansiele
  • Lewens
  • Risiko
  • Polis
  • Bereken
  • Direk
  • Aanlyn
  • Aansoek
  • Belê
  • Belegging
  • Ua
  • Uitree
  • Koop En Verkoop
  • Sleutelman
  • Pensioen
  • Mediese
  • Skema
  • Fonds
  • Voorsorg
  • Kostes
  • Huislening
  • Verband
  • Kortermyn
  • Gesondheidsorg
  • Oordrag
  • Registrasie
  • Ontleding
  • Adviseur
  • Verteenwoordiger
Service Areas

  • South Africa - Online direct services Western Cape - Online direct & Appointment
Foreign languages spoken

  • None
Available payment methods
  • American Express American Express
  • Maestro Maestro
  • MasterCard MasterCard
  • Visa Visa

Contact Persons

Wikus Pretorius

MANAGEMENT

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Products

Medical Scheme Solution
Medical Scheme Solution
Optivest will help you find the scheme that works for you and assist you from application to implementation. ...more

Business Insurance Solutions
Business Insurance Solutions
Apply for your business insurance analisys and solutions at www.Plandirect.co.za, and save.

Last Will & Testament
Last Will & Testament
Before you apply for your Free Last Will & Testament, use the calculators to ensure that your Will is feasible and executable! ...more

Quality Investment Solutions
Quality Investment Solutions
We will Save you money on your investment solution from a respected product provider.

Quality Retirement Solutions
Quality Retirement Solutions
We will Save you money on your retirement solution from a respected product provider.

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