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BUDGET 2025:

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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.

EFFICIENT IS MORE THAN A NAME: IT IS OUR COMPREHENSIVE SERVICES OFFERING.

Our wealth, risk and investment cluster delivers comprehensive financial planning and investment management expertise for the benefit of individuals and small to medium-sized businesses. Our specialised businesses allow advisors to offer expertise in all aspects of the financial planning process. Through Efficient Wealth, individuals and organisations have access to a complete suite of asset, portfolio, and investment management products. Efficient Board of Executors provides expert fiduciary services, while Efficient Insure and Efficient Healthcare Consulting provide risk management and healthcare solutions. Efficient Private Clients and Naviga Solutions are responsible for providing investment solutions. While Efficient Private Clients offers boutique investment services, specialising in private share portfolios, Naviga Solutions offers tailor-made options, specifically designed to maximise client returns relative to predetermined risk profiles and/or income requirements.

Our institutional cluster delivers a comprehensive set of financial services to corporates, institutional employees, and retirement fund members. Efficient Benefit Consulting focusses on providing employee benefit consulting, counselling, and retirement fund solutions. Efficient Healthcare Consulting is dedicated to holistic healthcare solutions for organisations and their employees.

Our platform and solutions cluster enables us to grow our efficiencies. Quality of data, information, flexibility in the choice of product provider, and accessibility are all critical to clients when making sound financial decisions.

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

FOR EVERY ONE TO ATTAIN FINANCIAL WELLNESS

The Efficient Group was established in 2002, primarily as an asset management company. Today, we are a diversified financial services group focussed on professional advice, quality services, and tailormade investment products across the financial services value chain. Our client base includes individual
investors, institutions, corporations, intermediaries, and pension funds.

We service more than 73 000 clients throughout South Africa. We employ more than 350 people and have more than 220 registered financial advisors.

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.