Efficient Wealth is a subsidiary of Efficient Group Limited, and was established in 2003 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 vision is to grow Efficient Wealth into South Africa’s financial services distribution business of choice, representing qualified, experienced and professional financial advisors devoted to the welfare of our clients.
Our mission is to be a truly professional and profitable financial services distribution business.
Our commitment to you:
+ Absolute honesty and integrity
+ Dedicated, ongoing support and service
+ Professional, competent and independent advice
+ Frequent and unambiguous reporting and feedback