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Specialist In-House Partners​

INVESTMENTS: MODEL PORTFOLIO SOLUTIONS

SOLUTION OFFERING

There are currently more than 1 000 registered unit trust funds in South Africa. Selecting the appropriate fund is a daunting task for any individual and requires substantial investment knowledge in order to select the correct combination of funds.

Naviga Solutions provides clients and advisors with a boutique of investment options that are optimally structured by a team of experienced investment specialists

WHAT WE OFFER INVESTORS

  • An experienced and well-qualified investment team
  • A range of solutions to cater for the specific needs of an individual
  •  Access to the asset allocation skills of multiple managers
  • A combination of managers with complementary investment philosophies, styles, and alpha sources
  • A focus on managers with significant investment experience
  • Portfolios include well-known managers and boutique fund managers with unique skills and capabilities
  • Ongoing monitoring of and reporting on portfolios
  • Independent holistic investment advice

Diaan Janse van Rensburg, CFA

Managing Director: Naviga Solutions

INVESTMENTS: HIGH-NET-WORTH INDIVIDUALS, COMPANIES, AND TRUSTS

Ettienne Viljoen, CFA

Local Chief Investment Officer

ABOUT

Many South Africans find it daunting to invest internationally and want direct access to the team managing their wealth. Efficient Private Clients (EFPC) is a boutique investment management company specialising in tailored solutions, both locally and
offshore.

EFPC produces consistently excellent investment solutions through close, interactive
relationships with our clients.

WHAT WE OFFER INVESTORS

  • Truly global wealth solutions.
  • Tailored rand-based wealth solutions.
  • Customer service tailored to individuals’ needs
MAIN PRODUCT OFFERINGS
  • Best View Model Portfolio.
  • Global Model Portfolio.
  • Global Equity Note.
  • Local+ Model Portfolio.

INVESTMENTS: STOCKBROKING SERVICES

ABOUT

Efficient Wealth, in partnership with SA Stock Brokers, has packaged a stockbroking solution to suit the needs of almost every investor, whether local or offshore, irrespective of their level of expertise, knowledge, or understanding of the capital markets environment.

THIS INCLUDES THE FOLLOWING

  • Access to JSE-listed equities, futures, and contracts for difference (CFDs).
  • Trading access on more than 130 international stock exchanges via Interactive Brokers.
  • Assist clients to obtain tax clearances for foreign investments.
  • Assist companies that import or export goods with the payment of invoices or receiving foreign currency.
  • Assist individuals working abroad that want to repatriate their funds.
  • Assist with financial emigration applications.
  • Access to listed gold and silver investment solutions.

Christelle Groenewald

Global Head of Dealing: SA Stock Brokers

FIDUCIARY SERVICES: WILLS, DECEASED ESTATES, AND TRUSTS

WILL SERVICES

  • Plan and draft Wills.
  • Applications via e-mail.
  • Safe custody of signed Wills.
  • General information and advice relating to Wills.
  • Online application and processing (future).

DECEASED ESTATES SERVICES

  • Administration of deceased estates as nominated executor/co-executor.
  • Administration of deceased estates as agent for the executor.
  • General information and advice to beneficiaries and creditors regarding their interests.

TRUSTS SERVICES

  • Manage living trusts (inter vivos) or trusts by will as nominated trustee, co-trustee, or agent for the trustee.
  • Plan, create, register, and implement living trusts.
  • General information and advice relating to testamentary and living trusts.

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Short-Term Insurance: Efficient Insure

EMPLOYEE BENEFITS

PD Theron

Employee Benefits: Efficient Benefit Consulting

ABOUT

Efficient Benefit Consulting (EFBC) is a specialist, independent employee benefit consulting company. EFBC focusses on providing customised, value-added retirement fund solutions to members, employers, and boards of trustees. EFBC is a subsidiary of the Efficient Group and an approved financial services provider. The company identified the need for independent support and advice to clients in the ever-changing retirement fund industry. EFBC is committed to assisting boards of trustees and management committees with the management of their retirement funds, to achieve their goals and to attend to members’ pre- and post-retirement needs.

SOLUTION OFFERING

  • Retirement fund consulting
  • Group risk management services and consulting
  • Asset consulting and investment health checks
  • Management of Section 14 transfers
  • Legal and technical support
  • Investment and economic research
  • Fund and member analysis services
  • Independent principal officer duties
  • Trustee training
  • Retirement fund counsellor
  • Member education workshops
  • Retirement fund and related benefitsinduction programmes aimed at employees
  • Member exit services
  • HR employee benefit training services

HEALTH

ABOUT

In a progressively complex medical scheme environment, addressing clients’ unique healthcare needs has become increasingly specialised, yet relevant. At Efficient Med, we believe in “making things happen”, ensuring clients’ future healthcare cover is tailored according to their unique needs. Through the multi-skilled Efficient Med team, clients have access to affordable, tailor-made healthcare solutions.

SOLUTION OFFERING

  • A single point of entry for multiple solutions.
  • Accredited and qualified healthcare advisors.
  • Independent and unbiased analysis.
  • Ongoing review and relationship management process.
  • A comprehensive comparative analysis.
  • Hospital plan benefit comparisons.
  • Medical aid benefit comparisons.
  • Gap cover.
  • Value-added services, such as annual flu injections and healthcare days.
  • Administrative support.

Theo Ferreira

Broker Consultant: Efficient Med

SHORT-TERM INSURANCE

Lindi Koen

Short-Term Insurance: Efficient Insure

ABOUT

Efficient Wealth is continuously striving towards service excellence. As a valued client of Efficient, you have access to a team of advisors and client relationship consultants that deliver the company’s personal, commercial, agri, and specialist insurance options.

SOLUTION OFFERING

  • A single point of entry for multiple solutions.
  • Professional and qualified insurance advisors.
  • Thorough and detailed risk assessments.
  • Annual review and re-pricing process.
  • Personal insurance.
  • Commercial insurance.
  • Agri insurance.
  • Specialist insurance.
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