Think Efficient. Realise Potential.

Financial Services

The Financial Services cluster is structured in such a way as to deliver comprehensive financial planning solutions and to distribute associated proprietary and external financial products to identified target markets through a national network of financial advisors.

The cluster’s current areas of operation include Financial Planning, Asset Finance, Investment Management, Life and Business Assurance, Short-term Insurance, Stockbroking and Cash Management. These services are delivered in a three-pronged way, through divisions focused on distribution, operations and business enhancement.

Efficient Wealth

t: +27 (0)87 944 7999



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