Our message is simple: We do what we say.
And our name says what we do.
It starts with our name and ends with our people. Everything we do is informed by our desire to minimise waste, mitigate risk, and maximise the well-being of you, our client.
Efficient is as efficient does. We are not about promise; we are about performance. That is why Efficient Wealth was established in 2002 as a subsidiary of the Efficient Group (Pty) Ltd. The aim was to provide holistic personal financial services, with a complete suite of asset, portfolio, and investment management products. From financial planning to specialised products and services, we have the right investment and financial portfolio services to cater for every need, for South Africans from all walks of life.
Our company’s core purpose is to deliver financial planning and investment management expertise for the benefit of individuals and small- to medium-sized businesses. We achieve this by providing you with an integrated financial planning solution, structured to appropriately address a myriad of diverse needs, requirements, and expectations. Our financial planning solutions are delivered through a specialised group of professionals and portfolio managers, who are precisely selected and recruited for their academic excellence and compelling track record in the financial services industry.
The Treating Customers Fairly (TCF) principles are embedded in the culture of Efficient Wealth, and we continuously strive to enhance the quality of our service offering to our clients and through our interaction with contracted product providers.
While our various branches across South Africa were founded to provide truly independent financial advice, each entity affiliated with our brand is required to operate within the strict parameters of a rigorous Code of Conduct. Efficient Wealth is a place of trust, with the traditional tempered by a willingness to take the lead in our industry.
Our vision is to grow Efficient Wealth into South Africa’s financial services distribution business of choice, representing qualified, experienced, and professional financial advisors devoted to the welfare of our clients – and we have the depth and determination to do so.
To be a truly professional and profitable financial services advisory business.