Efficient Private Clients
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.
Riaan Prinsloo, CFA
Global Chief Investment Officer: Efficient Private Clients
Efficient Benefit Consulting
Marius du Toit
Managing Director: Efficient Benefit Consulting
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
Efficient Med
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.
Brent George
Specialist Healthcare Advisor: Efficient Med
Efficient Insure
Anéldi Steenberg
Short-Term Specialist
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.