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.

With the encouraging increase in the number of small- to medium-size businesses registered in South Africa, the need for appropriate business assurance and insurance products and advice is gaining more and more traction. Although there are a wide variety of solutions available to accommodate almost all business assurance requirements, the field can be extremely complex to navigate. That’s why it’s critical to ensure that solutions are suitably structured to avoid adverse income tax and/or estate duty treatment.

An efficiently structured business assurance plan ensures the sustainability of your business, and protects you against unexpected or unlikely events that may befall business owners and/or key employees.

There’s a misguided belief that many assurance products provide extremely good returns in the medium to long term – the only drawback being that the very nature of these products implies diminishing returns over time. But at Efficient Wealth, we have access to all major South African assurers, and are thus positioned to provide you with a robust range of alternatives so that you can select the most appropriate risk solutions to suit your specific financial needs.

Our Offering:

  • Deferred compensation
  • Preferred compensation
  • Keyperson assurance
  • Buy-and-sell agreements
  • Loan account cover
  • Business contingency plan

BENEFITS

  • A wide range of insurance options
  • Totally independent advice
  • Professional and qualified financial advisors
  • Personalised “breakeven” assessments
  • Ongoing review and relationship management process

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