Think Efficient. Realise Potential.

Core Business

Efficient Group is a diversified financial services group focused on providing professional advice, custom-designed products and quality service across the entire financial services value chain. Our offering includes financial planning services, asset management, asset consulting, asset administration, fiduciary services and private client services which are offered to clients throughout South Africa.

Following on an extensive restructuring process in 2015 and 2016, a period of consolidation in 2017, further acquisitions and changes in the operating environment led to the Board taking the decision to restructure the Financial Services cluster. This was done in order to streamline service delivery and to ensure that the cluster is optimally aligned to the Group’s Vision 2020 strategy, Treating Customers Fairly and the Retail Distribution Review.

The move was effectively a fine-tuning of the three-pillared organisational structure introduced in 2015, which centres around a Financial Services cluster, a Services and Solutions cluster and an Investments cluster.


Efficient Group’s business model is an expression of its vision, mission and values, and is supported by robust corporate governance structures and processes. Our strategy is to maximise opportunities in the financial services sector, while simultaneously mitigating risks effectively. Operational and management structures are specifically designed to deliver on these objectives.

The Group started out primarily as an asset management company in 1999 and listed on the JSE in 2009. We have always followed a sustainable growth plan – incorporating strategy, knowledge, innovation and sound business practices – with the objective of evolving into a multi-faceted financial solutions provider. This process continues to accelerate and continues to be the core focus of the business.


  Efficient Advise Naviga Solutions BCI Efficient Wealth Efficient Board of Executors BIP Efficient Select Select Manager Rudiarius Capital Management Exceed Asset Management Exceed Private Client Services Stead Wealth A S Sure Investment Services

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