Your Gateway to the World's Markets

We provide a single platform for global investing by providing access to a wide range of financial products, including stocks, bonds, ETFs, Mutual Funds, and forex, in over 135 markets worldwide. Additionally, we also provide access to over 25 different currencies, allowing investors to trade in local currencies and avoid currency conversion fees. You name the asset you want and we can offer it to you 98.7% of the time.

Stocks

A Unit Trust is a collective investment scheme in South Africa that pools money from multiple investors to invest in a portfolio of stocks, bonds, or other assets. Each investor owns units in the trust, which represent a portion of the overall portfolio. The value of the units is determined by the performance of the underlying assets.

Bonds

An Endowment is a long-term savings plan in South Africa that is typically used to save for a specific financial goal, such as a child's education or a retirement income. It is a life insurance policy where the policyholder pays regular premiums over a fixed term, and upon maturity, receives a lump sum payout or annuity income.

ETFs & Mutual Funds

A Tax-Free Savings Plan is a savings and investment product in South Africa that allows individuals to invest up to a certain amount per year without paying any tax on the returns earned. These plans offer a tax-free way to save for various financial goals, such as buying a home, saving for retirement, or funding education expenses.

Forex

A Preservation Fund in South Africa is a retirement savings vehicle that allows individuals who change jobs to preserve the retirement savings they accumulated with their previous employer. The purpose of a Preservation Fund is to ensure that individuals maintain their retirement savings and do not cash out their benefits when they change jobs

What global markets are at your fingertips?

Arca (NYSE)
ArcaEdge
BATS
Chicago Stock Exchange (CHX)
Direct Edge
EDGEA
IEX
INET

ISE Stock Exchange
Knight Securities
Long-Term Exchange (LTSE)
MEMX
MIAX PEARL
NASDAQ
NASDAQ BX
NASDAQ PSX

New York Stock Exchange
NSX
NYSENAT
NYSE American
Pink OTC Markets

We provide financial security and peace of mind for you and your loved ones in case of unexpected events such as illness, disability, or death.

Some of the personal assurance services offered by Navigate Wealth include life insurance, disability insurance, income protection, and critical illness cover.

With Navigate Wealth's personal assurance services, you can have peace of mind knowing that you and your loved ones are protected against unexpected events that could potentially cause financial hardship. The company's expert team of insurance advisors can assist you in selecting the right insurance products and financial planning services to meet your unique needs and budget.

We offer a range of personalized investment services to help individuals achieve their financial goals. Our company's approach is tailored to the unique needs and circumstances of each client, with the aim of providing comprehensive and reliable investment solutions.

One of the key services offered by Navigate Wealth is portfolio management. The company's team of experienced investment professionals work closely with clients to design investment portfolios that align with their individual investment objectives, risk tolerance and time horizon.

This includes investment in a range of asset classes, such as equities, bonds, property, and alternative investments, ensuring diversification and risk mitigation.

Navigate Wealth is an excellent choice for individuals in South Africa who are looking to invest in cryptocurrencies and want personalized guidance and support along the way.

With a focus on customized portfolio management, exchanging, tax planning, and ongoing education, Navigate Wealth is committed to helping clients achieve their financial goals in the rapidly-evolving world of cryptocurrencies.

Navigate Wealth offers personal global banking services for South African clients through its partnership with Wise. With Navigate Wealth, clients can easily and securely send and receive money from anywhere in the world, without the need for a traditional bank.

Clients can open a Wise account through Navigate Wealth's platform, which allows them to hold multiple currencies, make international transfers, and receive payments in different currencies. This makes it easier for South African clients to conduct international business or make payments to friends and family overseas.

The Wise platform offers competitive exchange rates and low fees, ensuring that clients get the best value for their money. Navigate Wealth also provides personalized support to clients, helping them navigate the global banking landscape and make informed decisions about their finances.

At Navigate Wealth, we understand that estate planning is a crucial part of securing your family's financial future.

That's why we offer personal estate planning services that are tailored to your specific needs and circumstances.

Our team of experienced estate planners will work with you to develop a comprehensive plan that ensures your assets are distributed according to your wishes.

We'll help you navigate the complexities of South African estate law, minimizing the tax implications and ensuring that your loved ones receive the maximum benefit.

Our estate planning services include the creation of wills, trusts, and other legal documents that protect your assets and ensure they are distributed in accordance with your wishes.

Our experienced tax planners will work with you to identify opportunities to minimize your tax liability, while ensuring compliance with all applicable tax laws and regulations. We'll help you navigate the complex South African tax system, ensuring that you take advantage of all available deductions and credits.

Our tax planning services include personalized advice on how to structure your finances in a tax-efficient manner, as well as guidance on tax compliance and reporting requirements. We'll also keep you informed of any changes to tax laws that may affect your finances.

At Navigate Wealth, we believe that every client deserves personalized attention and advice when it comes to tax planning. We take the time to understand your unique circumstances and goals, providing you with a tailored plan that meets your needs.

Our team of experienced employee benefit planners will work with you to create a customized plan that maximizes your employee benefits, including retirement savings plans, health benefits, and other perks offered by your employer.

We'll help you navigate the complex landscape of employee benefits, ensuring that you are taking advantage of all available options.

Our employee planning services include advice on how to structure your employee benefits to best suit your financial goals, as well as guidance on tax implications and other considerations. We'll also keep you informed of any changes to employee benefits laws and regulations that may affect your finances.

Navigate Wealth offers personalized foreign exchange services to its South African clients, allowing them to easily and securely transfer money internationally. We understand that foreign exchange can be a complex and confusing process, which is why we offer personalized support and guidance throughout the process.

Our team of experienced foreign exchange specialists will work with you to understand your specific needs and provide tailored solutions. We use the latest technology and market intelligence to ensure that you get the best exchange rates and lowest fees possible.

At Navigate Wealth, we offer a range of foreign exchange services, including international wire transfers, currency exchange, and risk management solutions. Our services are designed to help you save time and money, while providing you with the peace of mind that comes with knowing that your transactions are secure and reliable.

Our providers

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Speak to a Global Investment Specialist

Leave us your details and let us know what services you are interested in and one of our Global Investment Specialists will reach out to you.

Who gets my quotes?

The quotes are sourced by the independent financial advisory company Direct Financial Planning CC, registered with Financial Services Registration number 44399. Direct Financial Planning holds licenses with leading insurance providers in South Africa, enabling them to secure the most competitive prices for their clients as an unbiased entity in the insurance market. This approach ensures that our clients receive personalized and cost-effective insurance solutions tailored to their individual needs.
How does the quoting process work?

You provide your basic personal details in the form above, after which our highly skilled financial advisers at Direct Financial Planning take over. These advisers will contact you to introduce themselves and gather additional information, a process that typically takes 10 to 15 minutes. Once your assigned adviser has all the necessary details, they will search the market to find the best and most cost-effective quotes for your financial requirements. Having a brief conversation with a financial adviser is invaluable and can greatly contribute to achieving the most favorable outcome.
Do you give or sell my details to any third parties?

No, not in a million years. Your details are held securely and we do not share or sell your details to any 3rd parties, under any circumstance. As an independent financial advisory firm, we pride ourselves in treating customers fairly (TCF) and protecting your data and the way we deal with you.
How long does the process take?

The time it takes to deliver your quotes can vary from 24 hours to five business days. This timeframe depends on several factors, with the type of quotes you require being the most significant. For instance, if you need a simple recosting of your short-term insurance, it's a quick task that should be completed within a day. However, conducting a comprehensive portfolio review of your insurances and investments requires meticulous attention to detail, leading to a longer processing time of a few days. Regardless of the complexity, Direct Financial Planning's advisors provide quotes and advice much faster than the industry average turnaround times.