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Efficient Benefit Consulting

Overview of Efficient Benefit Consulting (Pty) Ltd
Efficient Benefit Consulting is a specialist independent employee benefit consulting company that focuses on providing customised, value-added retirement fund solutions to members, employers and boards of trustees. Efficient Benefit Consulting is a subsidiary of the Efficient Group, an integrated JSE-listed financial services company, and is an approved Financial Services Provider (FSP).

Efficient Benefit Consulting identified the need for independent support and advice to clients in the ever-changing retirement fund industry. We are committed to assisting boards of trustees and management committees with the management of their retirement fund, to achieve their goals and attend to members’ pre- and post-retirement needs.

Efficient Benefit Consulting has a national footprint and offers the following services:
+  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 benefits induction program to employees
+  Member exit services
+  HR employee benefit training services

Our Consultants
We strive to exceed our clients’ expectations by finding ways to empower members to go on retirement with dignity and wealth. We spend most of our time finding new and innovative value-add solutions and take pleasure in the enhanced savings we enable. Our consultants collectively have over 120 years of industry experience and have various industry related and formal higher education qualifications. We believe that our highly-qualified consultants’ industry experience provides for the differentiating factor and take pride in offering the highest standard of professionalism, independence and integrity.

We are a team of experts for the benefit of our clients
We stay abreast of all industry and economic developments, regulatory changes and proactively engage with our clients to offer sound advice. Within the Efficient Group, we are supported by a strong team of portfolio managers and investment analysts. We have also partnered with a team of independent legal consultants, providing legal and technical support services.

Allow us to be your trusted partner in the ever-changing employee benefit and investment industry. Together we will ensure that your members are protected and granted the opportunity to save more and enjoy their retirement.

Contact details:
 

t: +27 (0)21 276 1987 | e: marius@efbc.co.za  
Ground Floor, Simeka House, Farm 2, The Vineyards Office Estate, 99 Jip de Jager Drive, De Bron, Durbanville, 7550

 

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