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We co-ordinate our portfolio of partnerships to provide financial solutions that deliver optimal value to help clients attain financial well-being.

Our portfolio of differentiated businesses is organised across three distinct clusters: Wealth, Risk and Investments, Mutli-Manager and Management Company. These business units operate autonomously and synergistically with each other to provide cradle-to-grave solutions that grow, protect and transfer clients’ assets.

We provide individual, as well as business solutions.

Individual Business

Efficient Group, through its clusters provides a host of personal/business related financial services and value added benefits via its own internal resources and in partnership with a number of specialist financial services providers.

Financial Planning

As your lifelong financial well-being partner, we do not make light of your money because we know how hard you have worked for it.

Health Care

We understand that your wealth cannot be separated from your health, and that is why your financial welfare cannot be separated from your physical well-being.

Investment Management

We understand that the investment environment offers a range of investment options, each with its own risk, return, term, tax, and legal considerations.

Life Assurance

Although life assurance, personal risk cover, income protection, life cover, and dread disease cover are often perceived as ‘grudge purchases’.

Short-Term

Short-term insurance is an extremely important aspect of risk management within any financial plan.

Fiduciary Benefits

As your lifelong financial well-being partner, we include all of your life stages in our financial planning.

Employee Benefits

Efficiency is most effective when it enhances human capital through meaningful and attractive benefits.

Business Assurance

At the Efficient Group, we are dutybound to reduce economic inequality in South Africa.

Stockbroking

Stockbroking in South Africa has historically been perceived as a service reserved for the wealthy and technically astute.

Cash Management

Regardless of your investment strategy, investment horizon, and risk profile.

Fiduciary Services

As your lifelong financial well-being partner, we include all of your life stages in our financial planning.

Benefit Consulting

Efficient Benefit Consulting (EFBC), a division of the Efficient Group, offers a comprehensive value proposition.

Investment Consulting

Boutique Investment Partners (BIP), a division of the Efficient Group, is an independent investment management

Co-Named CIS Solutions

Boutique Collective Investments (BCI), a division of the Efficient Group, offers a wide range.

OUR GROUP CLUSTERS

THINK EFFICIENT. REALISE POTENTIAL.

We started the Efficient Group at a time when financial advice was largely a sales function. For the most part, policies were sold to people without fully understanding their needs and evolving circumstances. As our business evolved, our connection to the people we serve also evolved. Today, our approach is one of establishing trusted relationships between clients and financial professionals (like financial advisors, business partners, investment specialists and product providers), where we become the financial planning partner throughout the seasons of our clients’ lives.

We service more than 77 000 clients throughout South Africa. We employ more than 300 people and have more than 200 registered financial advisors. We manage more than R30 billion worth of assets and more than R500 non-life gross written premium.

Our Vision, Mission & Values Meet Our Board of Directors Who We Are & What We Do

NEWS AND UPDATES

20 Years On… And The Efficient Group Is Still Standing Strong

July 26, 2023

Millennials and Generation Z are unlikely to remember that, back in 1997, Asia was dealt a significant blow by the United States (US) Federal Reserve (Fed), who, through their actions, caused the US dollar to appreciate substantially.

It all starts, and ends, with government

September 13, 2022

The Financial Sector Conduct Authority (FSCA) recently said that it will soon publish the regulatory framework for cryptocurrencies in South Africa. Many in the industry, especially those who support the technology, have been anxiously awaiting this legislation for quite some time.