Your Partner in Financial Services
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Professional Stockbroking Portfolio Management
Our offering includes broker-based, fully discretionary and non-discretionary stockbroking portfolio management services, as well as online trading solutions. We provide these services through an industry-leading electronic platform or a preferred one-on-one relationship with a specialist stockbroker.
Investment Management Services
Whether you are an individual investor or a small- medium- or larger-business entrepreneur, our investment management professionals will create financial portfolios specifically tailored to all of your or your company’s needs. Because Efficient Wealth does not box and package portfolio profiles, it enables us to be flexible and receptive to market trends, while offering greater expertise, more personalised portfolios, and more resources than any of our competitors.
Professional Financial Advisors
Consider adopting the assistance of a professional financial advisor because, no matter how hard you try, sometimes, it just becomes too much. Juggling a fast-paced career, a start-up business, or a going concern that consumes your every waking moment with a family, domestic obligations, and your personal and professional financial responsibilities. It can become too much, and you may require support.
Financial Consultants and Financial Advisors
Whether it’s in your personal or professional life, or within the structures of your own small- to medium-sized business, should you have been advised to employ the aid of financial consultants to assist you with a financial concern, you might have come across the titles ‘financial consultants’ and ‘financial advisors’
Where does that leave us?
Markets in the United States (US) were shocked when Federal Reserve (Fed) Chair, Jerome Powell, gave his annual address at the Central Bank Summit in Jackson Hole. In the past, this event has been used to make important announcements about central bank policy. In the early 2000s, US central bankers used the event to announce that they would start cutting interest rates to support economic activity, which finally led to the 2008/2009 global financial crisis.
Diverse Investment Management Services
Benefit from expert guidance and monitoring to encourage optimal risk mitigation and the best ROI to meet your bespoke needs. Get in touch to learn more about our investment management services, uniquely tailored to you.
Business Cash Management
Get in touch for more information on our cash management and related business financial investment options to help you mitigate risk, improve liquidity, and structure investments for optimal return.
A friendly glance at crypto-“currencies”
The Financial Sector Conduct Authority (FSCA) recently said that it will soon publish the regulatory framework for cryptocurrencies in South Africa. Many in the industry, especially those who support the technology, have been anxiously awaiting this legislation for quite some time. Previously, the FSCA was vocal about declaring cryptocurrencies as financial products and this past week the Prudential Authority Division at the South African Reserve Bank (SARB) shared a similar sentiment.
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
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enquiries@efw.co.za
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