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Personal Investment Management
Experience the convenience of having a professional team to manage your wealth portfolio. Reach out for expert guidance on how to get started.
Don’t worry, be happy
January usually starts with a lot of ‘hopium’, that is, irrational optimism. Consumers come back from holiday, well rested and ready for the new year.
A wonderful new year, the rand, and the markets
You will probably hear a wide range of forecasts about the rand this year, from R14.00 to as high as R17.00.
Professional Fiduciary Services
One of the often overlooked, yet, crucial aspects of financial planning is to make provision for succession. To this end, as part of our fiduciary services, we advise clients to do proper estate and financial planning, including the drafting of their will.
Hassle-Free Personal Wealth Management
Reach out today to have our professional team assess your wealth management needs and benefit from our expert input, professional services, and tailored service offerings.
Fortunately for us
At the end of 2021, we find ourselves at the tipping point in terms of global macroeconomics.
Interest rates in South Africa
Little over a week ago, the South African Reserve Bank (SARB) decided to increase interest rates by 0.25%, as we expected they would.
How To Avoid Short-Term Insurance Mistakes
Short-term insurance helps to mitigate financial risks by giving you the opportunity to pay a monthly premium in return for cover against the risks. Choosing the right insurer, policy, and excess amount, being honest and not assuming are the best ways to get the most value from your short-term insurance cover.
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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