Think Efficient. Realise Potential.

Financial Services

The Financial Services cluster is structured in such a way as to deliver comprehensive financial planning solutions and to distribute associated proprietary and external financial products to identified target markets through a national network of financial advisors.

The cluster’s current areas of operation include Financial Planning, Asset Finance, Investment Management, Life and Business Assurance, Short-term Insurance, Stockbroking and Cash Management. These services are delivered in a three-pronged way, through divisions focused on distribution, operations and business enhancement.

Efficient Wealth


t: +27 (0)87 944 7999
w: www.efw.co.za
e: enquiries@efw.co.za


Efficient Wealth


t: +27 (0)21 914 8030
w: www.efwealth.co.za
e: info@efw.co.za


Stead Wealth


t: +27 (0)12 348 7629
w: www.steadwealth.co.za
e: invest@steadwealth.co.za


Exceed Asset Management and Exceed Private Client Services


t: +27 (0)21 852 0382
w: www.exceed.co.za
e: suzette@exceed.co.za


AS Sure Investment Services


t: +27 (0)11 591 0660
w: www.as-sure.co.za
e: info@as-sure.co.za


 

 

 

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