Financial rewards
At Navigate Wealth, we believe in providing exceptional service and value to our clients. That's why we offer a unique Financial Rewards service that incentivizes you to improve your financial wellness and financial literacy. With Financial Rewards, you can earn a monthly cashback on all the financial policies and products you hold with through us. The cashback is paid directly into your USD bank account, giving you the flexibility to use it whenever and however you choose with our virtual debit card. Whether you want to save for a rainy day, invest in your future, or splurge on a special purchase, Financial Rewards is designed to help you achieve your financial goals.y.
Speak to a rewards specialist
Leave your details with us, and we'll connect you with a Navigate Wealth rewards specialist who can help determine your eligibility for monthly cashback and guide you through the process of setting up your account to start receiving these rewards.
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.
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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.
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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.
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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.