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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, Multi-Manger 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.

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.

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.

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.

NEWS AND UPDATES

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

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

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.