The Efficient Group is a diversified South African financial services and wealth management company. We are dedicated to helping individuals, families, and businesses plan, protect, and grow their financial well-being. For more than twenty years, we have provided trusted financial advice, wealth and asset management, risk and insurance solutions, healthcare consulting, investments, and integrated financial planning to individuals, families, and businesses nationwide.
With thousands of clients and more than 200 professional financial advisors across South Africa (including strong regional hubs in Pretoria, Johannesburg, Cape Town, and Durban), we understand that financial well-being is personal. Every individual has a different story, a different set of goals, and a different definition of success. That is why our vision is clear:
For every one to attain financial well-being
We intentionally use every one as two words to emphasise that financial well-being applies to each person. Your journey is unique, and your advice should be too.
At Efficient, we combine expertise, performance, and personal guidance to help you plan with purpose and live with confidence.
We begin by determining your goals, values, responsibilities, and aspirations. We then build independent financial advice and planning around what matters most to you. Your financial advisor sees the full picture – your present needs and your long-term vision – ensuring that every recommendation is truly aligned with your life.
Financial well-being is more than investment returns. It is the balance between security today and opportunity tomorrow.
Our holistic approach integrates:
By bringing all areas of your financial life together, we help you to make decisions with clarity and confidence.
As an independent financial services group, our independent financial advisors have the flexibility to draw from a broad, trusted range of product providers and partners. This independence ensures objectivity, while our partnerships ensure access to quality solutions that support your goals.
Whether you are starting your financial journey, building wealth, or preparing for retirement, our independent financial advisors provide guidance that adapts as your life evolves.
No matter your starting point, financial well-being is within reach.
We believe that when you can measure your financial well-being, you can manage and improve it. Efficient empowers clients with tools, technology, insights, and planning frameworks that make their financial world clearer and easier to navigate.
Our technology-enabled planning tools support better investment decisions and trusted financial planning.
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.
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.
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.
We understand that the investment environment offers a range of investment options, each with its own risk, return, term, tax, and legal considerations.
Although life assurance, personal risk cover, income protection, life cover, and dread disease cover are often perceived as ‘grudge purchases’.
Short-term insurance is an extremely important aspect of risk management within any financial plan.
As your lifelong financial well-being partner, we include all of your life stages in our financial planning.
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.
Efficiency is most effective when it enhances human capital through meaningful and attractive benefits.
At the Efficient Group, we are dutybound to reduce economic inequality in South Africa.
Stockbroking in South Africa has historically been perceived as a service reserved for the wealthy and technically astute.
Regardless of your investment strategy, investment horizon, and risk profile.
As your lifelong financial well-being partner, we include all of your life stages in our financial planning.
Efficient Benefit Consulting (EFBC), a division of the Efficient Group, offers a comprehensive value proposition.
Efficient is a trusted South African partner in financial well-being.
We bring together experience, integrity, and independence to deliver meaningful results for every client
Our strengths
A shared vision that guides everything we do: For every one to attain financial well-being
Stay informed. Stay empowered.
Explore our latest insights and updates, written by our financial experts, to help you make trusted financial decisions.
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admin2022-07-20 10:10:492022-08-31 10:22:17Holistic financial advice: The key to wealth, health and happinessWhether you are securing your family’s future or building a business, Efficient is here to help you define and achieve financial well-being – on your terms.
As one of South Africa’s trusted independent financial services and wealth management groups, Efficient combines expert advice with industry-leading tools and a national footprint.
With head offices in Pretoria, Bellville and Gqeberha (Port Elizabeth), and serving clients nationwide, our expert team is here to assist you.