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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.

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

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.

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.