Founded on Strong Relationships with our Clients
“The life given us by nature is short, but the optimal memory of a well-spent life is eternal.”
Marcus Tullius Cicero
Contact Efficient Wealth
Contact our team of professional investment specialists right now for a personalised no obligation financial needs analysis. We have offices in Cape Town and Port Elizabeth that are waiting for your call, so why delay when you can make the right investments today!
Every company has a story to tell – a story that reveals how the founders grew their team and skilfully developed a company structure that best serves the needs of their clients. Our story goes like this…
Efficient Wealth, formerly known as Verso Investment Services, was founded in January 2004 to address the call for professional investment services for individuals. Right from its inception our Investment Philosophy focused on “Think Efficient. Realise Wealth”. This not only ensured our loyal clients experienced excellent returns on their investments, but also attracted excellence from within the industry, and as a result the Efficient Wealth team is today complemented by some of the most experienced professionals/individuals in the South African financial industry.
The next opportunity for expansion came from outside, in the form of the Efficient Group. Never an easy decision, but once again our overarching philosophy of Investment Excellence guided the process – ultimately it’s about what is best for the client – and no one could dispute the fresh investment opportunities that would be unlocked for its clients under the Efficient Group umbrella. Furthermore, this transaction created a national footprint through the Efficient Group.
As the Efficient Wealth team of Financial Planners and Wealth Managers continued to expand, and the client base rapidly grew both in number and rand value, the time came to shift the management of the investment funds to a specialist fund management business unit that could focus purely on the management of the Naviga, formerly Verso, funds. In 2014 it was decided that “Naviga Solutions and Boutique Investment Partners (Pty) Ltd“, both subsidiaries of The Efficient Group, was the natural choice and it’s clear they are poised for success, considering the well balanced and diverse investment team selected for the task at hand.
Structure is important, but strong client relationships are vital. Our team members look forward to the future, knowing that we have always appreciated the value of nurturing lasting relationships and that continued success will happen as we remain true to this founding principle.
Enough about our story… what about yours? If you are not already one of our clients and you would like to find out what it is like to invest with a company that understands the importance of relationships, and their impact on your financial success, then start now by requesting a comprehensive financial needs analysis.