Your Partner in Financial Services
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Stockbroking Portfolio Management
Everything we do is driven by our desire to minimise risk and maximise our clients’ well-being. Contact us to safeguard the longevity of your trading assets and achieve the results you deserve.
How painful can things get?
Last week, the United States (US) Federal Reserve (Fed) increased interest rates by 0.75% for the third consecutive time this year. Interest rates in the US now range between 3% and 3.25%, and many expect that rates will, most likely, increase to 4.40% by the end of the year. Fed Chairman, Jerome Powell, made it clear that they are willing to do whatever it takes to ensure that inflation is brought under control.
Effective Investment Management Services
Effective, efficient investment management services are much like a more experienced scuba diving partner. The important objective is to find someone who has a wealth of experience that you can trust. Cutting through the flotsam, finding the fortunes with calculated calmness.
Taking Care of Short-Term Insurance
Short-term insurance offers a wide range of coverage. For example, you agree on an amount to be paid out if your vehicle is involved in an accident, or is destroyed or stolen. If these incidentals occur, you are paid the agreed amount. Just be aware that cars depreciate annually, so ensure that you update their value on that basis.
Discussing Dreaded Disease Cover
Efficient Wealth is a place of trust, where approachable humans deal with real human issues. Dreaded disease cover is an essential element in any future-fit financial plan and, although costly, it could end up saving many investments.
A Pure Breed of Professionals
Financial consultants would also prefer a relationship with you, however, it is usually a more short-term affair. They will be less likely to examine your overall portfolio, opting rather to take a narrower view when offering guidance.
Successful Wealth Management
The Pathway to Successful Wealth Management. If you’re consistently achieving and exceeding your short- and mid-term objectives and you’re firmly set on succeeding in your long-term financial goals, we at Efficient Wealth would suggest that you consider enlisting wealth management services.
Begin Your Retirement Planning
For the most part and with professional oversight, your retirement planning portfolio could meander along very successfully. However, bad weather could be lurking just over the horizon, and, in stormy waters, you will need a strong navigator who can guide you past shallow shores, rocky outcrops and other risky decisions.
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.
Efficient Financial Services (Pty) Ltd, trading as Efficient Wealth, is an authorised financial services provider, FSP 655
Contact Us
012 001 0471
Call us for free consulting
enquiries@efw.co.za
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