Vision

To be a leading financial services business that creates value for our clients through a comprehensive financial services offering. 

Mission

To be open to our stakeholders’ needs through a client-centred and intrapreneurial business model attuned to sustainable growth and profitability. 

Strategy 2024

The Board recently approved a new five-year strategy, focussed on deliverables for the period 2020 to 2024. Our approved strategy is a much more focussed strategy, focussing on leveraging our competitive strengths, including:

• Our professional and skilled people;
• Our entrenched organisational culture;
• Our strong corporate governance;
• Our well-established brand; and
• Our business operations, including:
  • One of the largest advisor businesses in South Africa;
  • One of the largest collective investment scheme management companies in South Africa; and
  • One of the largest retail multi-managers in South Africa.

Our people 

Our employees are critical to building and maintaining a sustainable business and to achieving the objectives expressed in our tagline: “Think Efficient. Realise potential.” We recognise that long-term, trust-based relationships are key to our success and that client satisfaction is fundamental to the Efficient Experience.

We aim to recruit not only the brightest and the best, but to actively develop talent within the Group. This includes retaining top performers in order to ensure continuity across all business units.

Our human capital strategy provides for:

• Best practice policies and procedures;
• A comprehensive induction programme;
• A retention plan that is continuously enhanced;
• A development plan for each employee; and
• The specific development of high performers.

Efficient Experience (Our Values and Culture)