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.