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Estate planning

Navigate Wealth offers expert Estate Planning services to help clients plan for the future and ensure that their assets are distributed according to their wishes. Our team of experienced professionals understands the complexities of Estate Planning and works closely with clients to create a customized plan that meets their unique needs and objectives. We provide a wide range of services, including wills and trusts, tax planning, and asset protection. Our goal is to ensure that our clients' legacies are protected and that their loved ones are provided for. With Navigate Wealth's Estate Planning services, clients can have peace of mind knowing that their future is in good hands

Speak to a Estate Planning specialist

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

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Our providers

  • 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.
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