Employee benefits

We provide expert employee benefit services to business of all sizes. Our services are designed to help employers develop and implement customized employee benefit plans that attract and retain top talent while also providing financial security and peace of mind to employees. We work closely with our clients to understand their specific needs and goals, and then develop tailored solutions that meet those needs. Our team of experienced professionals provides expert guidance and support throughout the process, ensuring that our clients are able to make informed decisions and achieve their desired outcomes.

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Group Health

We help businesses provide affordable and comprehensive health insurance coverage for their employees. Our team of experienced financial advisors works closely with clients to understand your employees unique healthcare needs and develop customized strategies to help implement the appropriate healthcare solution.

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Group risk

We provide valuable financial protection to employees and their families in the event of unexpected life events such as death, disability, or illness. With Navigate Wealth's Group risk service, South African companies can offer their employees peace of mind and financial security.

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Group retirement

We assist companies in providing their employees with a comprehensive and effective retirement plan that is tailored to their unique needs and goals. Our team of experienced financial advisors also help companies select the most appropriate retirement plan, manage the plan's investment portfolio, and provide ongoing support to ensure that employees are well-prepared for retirement.

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Group financial rewards

We allow company employees to earn a monthly cashback for each policy they hold, helping them to save money while also receiving expert financial advice and support. At Navigate Wealth, we believe that financial well-being is essential to a happy and productive workforce, and our Group financial reward service is designed to help companies promote financial literacy and reward employees for their loyalty and commitment.

Speak to a Employee Benefit specialist

Leave us your details and let us know what services you are interested in and one of our employee benefit specialists will reach out to you.

Our providers

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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.