EFFICIENT GROUP
Why Us
Helping people attain their financial well-being and economic security is what we do.Why? Because of our valued clients.
Many South Africans do not have access to financial advice and, ironically, for those who need it most, it appears to be the furthest out of reach. The harsh reality is that we live in one of the most unequal societies in the world. At Efficient, we feel that it is our duty as responsible corporate citizens to reduce economic inequality in South Africa.
Our underlying business philosophy, as a subsidiary of the Efficient Group, is to ensure that we serve the requirements of our stakeholders effectively. We do this by always being attuned and responsive to their needs. We are firm in our resolve to ensure that our relationships with our clients and our employees are founded on mutual appreciation, trust, and long-lasting partnerships. Our business objectives are defined purposefully and reviewed continuously. The focus of every business division is to create and to deliver sustainable, profitable, and efficient solutions for our clients.
Efficient Wealth
Established in 2002, Efficient Financial Services (Pty) Ltd, trading as Efficient Wealth, is a subsidiary of Efficient Group Ltd.
Our core business entails the delivery of comprehensive financial planning and investment management expertise, for the benefit of individual and corporate clients. This is achieved through the provision of an integrated financial planning solution to appropriately address a myriad of diverse needs, requirements and expectations.
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.
Solutions
Financial Planning
Our financial planning service aims to accurately assess and understand your immediate and future financial needs from a personal and business perspective. This assessment should incorporate your specific circumstances to ensure that your long-term wishes, goals and objectives are achieved. Efficient Wealth’s comprehensive Financial Needs Analysis system affords our highly qualified financial planning force access to world-class technology that is continually enhanced to accommodate the ever-changing financial services environment.
OUR SERVICES AND SOLUTIONS
Making more money doesn’t always mean more risk. Making more always means wasting less. And efficient financial products and services make more of your time and your money. It’s just what we do, and how we do it.
Our name informs our product choice and service offering. That’s why we’ve embraced an open platform architecture. With greater independence and more options available, we can truly customise our products – and enhance the outcomes. On top of that, we provide a host of personal and business-related financial services and value-added benefits through our own internal resources, and in partnership with a number of specialist financial service providers. The objective of our financial advisors is to provide a wide array of ‘best-of-breed’ financial planning products and services to meet your and your family’s diverse and ever-changing investment management and financial needs. We’ll make the most of whatever you have. For the people you love. That’s just what we do.
We provide a ‘one-stop’ solution to meet and exceed your needs and expectations.
Our Vision
For every one to attain financial well-being.
Our Mission
Using our portfolio of differentiated businesses, our professionals partner with people and orchestrate financial solutions to deliver optimal value and exceptional client experiences. It’s the Efficient Way.
Our Vision
For every one to attain financial well-being.
Our Mission
Using our portfolio of differentiated businesses, our professionals partner with people and orchestrate financial solutions to deliver optimal value and exceptional client experiences. It’s the Efficient Way.
