It is never too early to focus on wealth management. That said, even if you’re nearing retirement, you can still grow and protect your financial health. We offer a wide range of investment, portfolio development, advisory and insurance products, and services.
About De Wet du Plessis
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At Efficient Wealth, we understand that every investor has a different risk tolerance and goal. That’s why our stockbroking services are designed to be effective, whether you are simply in search of basic portfolio management or are looking for a professional financial consultant to help you achieve your goals.
Financial risks form part of life. Taking control of how you manage risks makes the difference between being prepared and falling victim to circumstances which you cannot control. Short-term insurance is an effective financial risk-mitigation method to help protect against excessive financial loss related to an unforeseen occurrence, which you cannot control.
The future is uncertain and may not be in your control, but you have the power to make provision for uncertainties. Mitigate risks by seeking expert help from a financial advisor to help you make the best use of your income for current and future security.
Your Partner in Financial Services
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. Our objective is the provision of an array of “best-of-breed” products and services to meet the diverse and ever changing needs of our individual clients as well as their families.