Dr Francois Stofberg Managing Director: Efficient Private Clients, With Specialist Input From Renier Van Zyl In 2007, on the eve of the global financial crisis (GFC), Hilton Worldwide announced that it was being bought by the private equity (PE) behemoth Blackstone. After the acquisition, Hilton’s fortunes changed abruptly under its new owner. Almost overnight, Blackstone […]
Dr Francois Stofberg Managing Director: Efficient Private Clients. Over the past year, the rand has been battered and it seems as if there will be no relief any time soon. Consequently, we have had to revise our year-end USD/ZAR forecast up from R16.50 to R17.50 and we will consider taking money offshore for our clients […]
Dr Francois Stofberg Managing Director: Efficient Private Clients. We all know the age-old adage that has held true throughout history: “It is not about timing the market; it is about time in the market”. As investment managers, we have the pleasure of celebrating the wisdom of this adage with our clients when they achieve their […]
Dr Francois Stofberg Managing Director: Efficient Private Clients. “We believe in what people make possible.” This is the slogan of one of the fastest-growing companies in the world, Microsoft. Currently, Microsoft seems to be achieving feats beyond what is possible. Growth within the world’s largest economy, the United States, has recently slowed down. Gross domestic […]
Although personal fiduciary services are a vital part of everyone’s financial portfolio, it is often a sensitive topic that people would rather avoid. But ensuring that your loved ones are cared for after you pass away is a critical component of a comprehensive estate plan. The confusion, uncertainty, and negative financial implications of dying intestate […]
While investment management is an important segment of financial planning and overall wealth management, wealth managers take a more holistic view of a client’s financial health. Our expert financial planners at Efficient Wealth are proven leaders in the financial industry in South Africa. We specialise in wealth and investment management. With this in mind, in […]
Different types of financial planning can aid you in achieving discipline over your finances and a layout a concise direction of where you wish to be in your life. In this article, we’ll discuss the four types of the practice and how sacrificing funds to support them will benefit your life now and in the […]
Are you thinking of opening a small business? Partnering with an expert financial advisor can set you on your way toward financial success. In the beginning, it is about being passionate about your products and services, gaining and retaining customers, ordering stock, and a plethora of other things seemingly more important than balancing the books. […]
There are many different types of financial professionals, each with their own speciality, background and area of expertise to assist with almost all financial challenges. Even if it is not impossible for individuals to successfully manage their money on their own (despite constantly changing money markets and complicated financial decisions like when to invest or […]
There is never a wrong time to begin with a financial planning strategy that will best suit your needs for your future. Starting as young as possible is always the best option but re-evaluating your financial situation later in life is also a healthy exercise. Having a financial plan assists you in assessing where you […]
