Your Partner In Financial Services
Efficient is as efficient does. We’re not about promise; we’re about performance. From financial planning to specialised products and services, we have the right investment and financial portfolio services to cater for every need, to South Africans from all walks of life.

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We are devoted to the welfare of our clients… their health, their happiness, and then their fortune. We do this by being efficient.

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OUR SERVICES AND SOLUTIONS

Personal

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

Financial Planning

We see beyond ever-changing cycles, to ever-lasting certainty and security. We don’t make light of your money – because we know how hard you worked for it.

Healthcare

We understand that your wealth can’t be separated from your health, and your financial welfare can’t be separated from your physical well-being.

Cash Management

Efficiency is most efficient when it translates into liquidity, when it outpaces the latest trend, current investment cycle, or most recent recession.

Fiduciary Services

We want to be the lifetime partner who journeys with you through thick and thin. We provide empathy along with efficiency, support along with solutions.

Investment Management

We’ve reinvented investing to cut through the clutter, bringing a calculated calmness to all our investment calibrations.

Life Assurance

Efficient assurance cover points to peace of mind – with minimal waste and maximal protection.

Short-Term Insurance

We set our sights on supplying short-term solutions that speak solely to your individual needs. No waste, no worry.

Stockbroking

Efficiency means that we always temper risk with rewards, sourcing stocks and shares that deliver tangible dividends – all whilst keep you closely in the loop.

Business

Business Assurance

In the grip of a capricious market and a struggling economy, we present the proverbial ‘still point of the turning world’, with cool heads and calm solutions.

Cash Management

Efficiency is most efficient when it translates into liquidity, when it outpaces the latest trend, current investment cycle, or most recent recession.

Employee Benefits

Efficiency is most efficient when it enhances human capital through meaningful and attractive benefits.

Healthcare

We understand that your wealth can’t be separated from your health, and your financial welfare can’t be separated from your physical well-being.

Stockbroking

Efficiency means that we always temper risk with rewards, sourcing stocks and shares that deliver tangible dividends – all whilst keep you closely in the loop.

Fiduciary Services

We want to be the lifetime partner who journeys with you through thick and thin. We provide empathy along with efficiency, support along with solutions.

WHAT’S NEW

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

See All News

Interest rates in South Africa

November 30, 2021

Little over a week ago, the South African Reserve Bank (SARB) decided to increase interest rates by 0.25%, as we expected they would.

How To Avoid Short-Term Insurance Mistakes

November 24, 2021

Short-term insurance helps to mitigate financial risks by giving you the opportunity to pay a monthly premium in return for cover against the risks. Choosing the right insurer, policy, and excess amount, being honest and not assuming are the best ways to get the most value from your short-term insurance cover.