YOUR PARTNER IN FINANCIAL SERVICES

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.
Go to Business Assurance

Business Assurance

Go to Cash Management

Cash Management

Go to Employee Benefits

Employee Benefits

Go to Financial Planning

Financial Planning

Go to Investment Management

Investment Management

Go to Life Assurance

Life Assurance

Go to Short-term Insurance

Short-term Insurance

Go to Fiduciary Services

Fiduciary Services

Efficient Wealth is a subsidiary of Efficient Group

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.
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MEET THE TEAM

Rudi Barnard

Managing Director

Willem Basson

National Executive: Business Development

Britta Weidhase

National Executive: Operations

Jacques Rossouw

National Executive: Distribution

Ernes Smit

National Executive: Finance

Jean Nel

Business Development Manager

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