Efficient Wealth

Insurance Brokers & Advisors in Pretoria - Tshwane, Garsfontein

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Professional CV

 Efficient Wealth - Financial Advisory Firm Efficient Wealth - Financial Services and Advisers 
 
Welcome to Efficient Wealth
   
Background / About Us
Efficient Wealth is a subsidiary of Efficient Group Limited, and was established in 1999 as a holistic personal financial services provider, aimed primarily at providing financial solutions for the benefit of clients affiliated to various professional accounting, auditing and legal practices.

Our core business entails the delivery of comprehensive financial planning and investment management expertise for the benefit of individuals and small to medium size businesses. This is achieved through the provision of an integrated financial planning solution to appropriately address a myriad of diverse needs, requirements and expectations.

Our financial planning solutions are delivered through a specialised group of financial planning professionals who are selected and recruited based on their academic competence and track record in the financial services industry.

Efficient Wealth, through its various branches being established across South Africa, is founded on the basis of providing truly independent financial advice, which is why every entity affiliated to our brand is required to operate based on the strict code of conduct and within the parameters established by Efficient Wealth.
   
Our Services
Efficient Wealth provides a host of personal/ business related financial services and value added benefits via its own internal resources and in partnership with a number of specialist financial services providers.

Our objective is the provision of an array of “best-of-breed” products and services to meet the diverse and ever changing needs of our individual clients as well as their families.

This extensive range of products and services enables Efficient Wealth to provide a “one-stop” solution to meet and exceed the needs and expectations of our clients.
 
Our Different Services:
 
  • Business Assurance;
  • Cash Management;
  • Employee Benefits;
  • Financial Planning;
  • Healthcare;
  • Investment Management;
  • Life Assurance;
  • Short-term Insurance;
  • Stockbroking;
  • Fiduciary Services.
 
 Efficient Wealth - Financial Services and Advisers - Products

Our team of experienced advisors are ready to assist you

   
  ~ Your Partner in Financial Services ~

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