Fiduciary Services
One of the core, but often neglected, aspects of financial planning entails the development of a comprehensive estate plan. In certain instances, this could be as simple as ensuring that your last will and testament is adequately structured to cater for the future needs of your family. In other instances, significantly more complex structuring could be required during your lifetime.
Efficient Board of Executors, a division of Efficient Group, provides you with access to extensive expertise and capabilities in trust and executorship services, enabling you to create an estate plan to cater for your specific and ever-changing needs and circumstances.
Regardless of the level of complexity of your estate, Efficient Board of Executors has the solution for you.
Our Offering:
- Estate and succession planning
- Wills consultation and drafting
- Inter-vivos and testamentary trust consultation and drafting
- Deceased and insolvent estates administration and liquidation
- Independent secretarial services
- Independent consultation services
- Independent trustee services
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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.
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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.
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Cash Management
Efficiency is most efficient when it translates into liquidity, when it outpaces the latest trend, current investment cycle, or most recent recession.
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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.
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Investment Management
We’ve reinvented investing to cut through the clutter, bringing a calculated calmness to all our investment calibrations.
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Life Assurance
Efficient assurance cover points to peace of mind – with minimal waste and maximal protection.
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Short-Term Insurance
We set our sights on supplying short-term solutions that speak solely to your individual needs. No waste, no worry.
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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.