Investment Management
We’ve reinvented investing to cut through the clutter, bringing a calculated calmness to all our investment calibrations.
The investment environment offers a bewildering wide range of investment options, each with their own risk, return, term, tax and legal characteristics. It’s a veritable minefield of multiple factors, requirements and types of investments – such as unit trust funds and share portfolios – and can be extremely difficult to navigate on your own. A single wrong turn can have a significant impact on the eventual outcome of any individual investment strategy.
Efficient Wealth, through access to our own specialist investment management affiliates, and via a wide range of third-party investment management specialists, offers an inventory of investment options to suit every investor. We provide for local and international investments across most asset classes and within a broad range of legal structures, catering for compulsory and discretionary investment funds.
We’ll conduct a comprehensive analysis of your existing investment portfolio, and compile an incisive investment strategy to suit your specific risk profile, investment objectives and future needs. These investment plans are then actively managed in consultation with a specialist certified financial planner, on an ongoing basis over your life span. The management process is purpose-built to ensure that your portfolio structure is continually adjusted and tweaked to take note of changes to your personal circumstances and to respond to factors influencing the overall investment environment.
Our Offering:
- Personal share portfolios
- Wide range of approved unit trust funds
- Wide range of approved funds of funds (FOF)
- Managed and tax-efficient international investments
- Multiple investment platforms for discretionary and compulsory funds
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Personal
Link to: Financial Planning
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.
Link to: Healthcare
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.
Link to: Cash Management
Cash Management
Efficiency is most efficient when it translates into liquidity, when it outpaces the latest trend, current investment cycle, or most recent recession.
Link to: Fiduciary Services
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.
Link to: Investment Management
Investment Management
We’ve reinvented investing to cut through the clutter, bringing a calculated calmness to all our investment calibrations.
Link to: Life Assurance
Life Assurance
Efficient assurance cover points to peace of mind – with minimal waste and maximal protection.
Link to: Short-Term Insurance
Short-Term Insurance
We set our sights on supplying short-term solutions that speak solely to your individual needs. No waste, no worry.
Link to: Stockbroking
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.
Business