The Efficient Group is an integrated financial services company offering a comprehensive value proposition in financial services to private clients, institutional investors and financial advisors.

Since starting out in 1999 as primarily an asset management company with administrative supporting services, the company has followed a sustainable growth plan incorporating strategy, knowledge, innovation and sound business practices to evolve and progress into a multifaceted, quality financial solutions provider.

We add significant value for clients by providing diverse, effective and progressive financial services and solutions through our three business segments:

  • Financial services for financial planning and products
    Investments for asset administration, management and consulting
  • Services and solutions for value-added financial services and solutions
    Our client base includes individual investors, institutions, corporations, intermediaries and pension funds.


  • 520  shareholders
  • More than 72 000 clients across all sectors
  • 201 financial advisors
  • 409 full-time employees
  • Offices throughout South Africa
  • The operational structure is divided into three clusters, specifically designed to meet client needs and align with the financial services value chain
  • Value added for clients through both people and processes