Your Partner In Financial Services
Professional, competent and expert advice that priorities you and your family’s unique needs – It’s what we do.

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Your Partner In Financial Services
You and your family’s financial services partner

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Your Partner In Financial Services
Turning efficiency into wealth – It’s what we do.

Learn More

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Our core business entails the delivery of comprehensive financial planning and investment management expertise for the benefit of individuals and small to medium size

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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

The tide is turning, especially for the hopeful remnant

December 6, 2023

It has been a tough year for South Africans. In fact, we have been having tough years for as long as we can remember. Inflation has slowly been increasing since the 4% levels that we saw pre-COVID. In 2022, inflation reached nearly 7% and will most likely be around 6% in 2023. Higher inflation means that buying power deteriorates faster, making South Africans feel poorer. Interest rates, which are also higher than they should be, are doing their share to make us feel miserable.

How policy continues to fail South Africans

November 22, 2023

To curb inflation, the South African Reserve Bank (SARB) raised interest rates by 4.75% to a 14-year high of 8.25%. Following the various shocks that our economy faced throughout COVID-19, inflation breached the upper limit of the SARB’s target range for 13 consecutive months, which led to the SARB tightening monetary policy since November 2021.