One of the often overlooked, yet, crucial aspects of financial planning is to make provision for succession. To this end, as part of our fiduciary services, we advise clients to do proper estate and financial planning, including the drafting of their will.
Reach out today to have our professional team assess your wealth management needs and benefit from our expert input, professional services, and tailored service offerings.
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.
Financial planning must include provisions for your retirement. Even if you’re an entrepreneur, at one or another stage, you’ll want to lay down the tools and take a well-deserving break to enjoy your wealth.
Proper cash management helps you to have access to funds when needed, while it also makes it possible to get an optimal return on your investments, far outperforming the yields offered by saving accounts. Get expert help for using the best combination to meet your investment strategy and liquidity needs.
Short-term insurance provides financial protection against loss as the result of damage, theft, and in some instances, natural disasters. In return for a small monthly premium, the value of the item, property or potential damage related to personal liability, is covered.
Make use of our financial planning and advisory services, which include help with the best type of cover at the most affordable price to meet your risk management needs. View our range of short-term cover services here.
Instead of you having to monitor the process, let us do the work for you, giving you more time to enjoy life and help you navigate towards your short, medium and long-term income goals. Visit our Investment Management Services section for more information.
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.
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.
