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 90 000 clients throughout South Africa. We employ more than 450 people, and have more than 200 registered financial advisors. We manage more than R302 billion worth of assets.