Tax planning

We're a trusted financial advisory company that specializes in helping clients manage their tax planning and taxation needs. Our Tax Planning Taxation service is designed to help clients optimize their tax strategies, minimize tax liabilities, and maximize their after-tax income. We work closely with clients to understand their unique tax situation, and then develop customized solutions that are tailored to their specific needs and goals. With our expert guidance and support, clients can feel confident in their tax planning strategies, knowing that they are making informed decisions and taking advantage of all available tax benefits and credits.

Understand the system

To effectively plan for taxes, it's important to have a deep understanding of the tax system, including current tax laws, regulations, and policies. This requires staying up-to-date with changes to the tax code and using that knowledge to make informed decisions.

Strategic planning

A key aspect of effective tax planning is developing a strategic tax plan that is customized to your specific financial situation and goals. This plan should take into account factors such as income, deductions, investments, and retirement planning.

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Maximizing deductions

To minimize tax liabilities, it's important to take advantage of all available deductions and credits that you are eligible for. This requires understanding which deductions and credits are available, and how they can be utilized most effectively.

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Review & update

Tax laws and regulations are constantly changing, so effective tax planning requires regular reviews and updates to ensure that you are taking advantage of all available opportunities. It's important to be proactive in reviewing and updating your tax plan.

Speak to a Tax Planning specialist

Leave us your details and let us know what services you are interested in and one of our tax planning 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.