Why Us
The Efficient Group (Pty) Ltd LTD is an integrated financial services company offering a comprehensive value proposition in financial services to private clients, institutional investors and financial advisors.
Since starting out in 2003 as primarily an asset management company with administrative supporting services, the company has followed a sustainable growth plan incorporating strategy, knowledge, innovation and sound business practices to evolve and progress into a multifaceted, quality financial solutions provider.
We add significant value for clients by providing diverse, effective and progressive financial services and solutions through our three business segments:
- Financial services for financial planning and products
Investments for asset administration, management and consulting - Services and solutions for value-added financial services and solutions
Our client base includes individual investors, institutions, corporations, intermediaries and pension funds.
- Financial services for financial planning and products
Established in 2003, Efficient Financial Services (Pty) Ltd, trading as Efficient Wealth, is a subsidiary of Efficient Group Ltd.
Our core business entails the delivery of comprehensive financial planning and investment management expertise, for the benefit of individual and corporate clients. This is achieved through the provision of an integrated financial planning solution to appropriately address a myriad of diverse needs, requirements and expectations.
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.
Our mission is to be a truly professional and profitable financial services distribution business.