Make Efficient Wealth Work For You
To ensure each and every client is looked after on a personalised basis we provide comprehensive individual financial and investment advice, access to a diverse range of investment products and our own unique blend of solutions.
All of which are tailor-made not just for the South African market, but also for your individual financial needs.
What Makes Efficient Wealth Different?
Entering into a financial partnership with Efficient Wealth has many advantages for you as an Investor, these include:
- Independent holistic financial advice
- As our client, you will have personalised access to and will benefit from an exclusive Financial Investment Model that has been purposefully designed for the unique needs of South African investors.
- You will have the expertise of one of the largest, most experienced multi-disciplined financial management teams in the country behind your every investment decision. A team with a proven investment performance history that speaks for itself! Contact us at Efficient Wealth to find out more…
- A wealth of choices – From Financial Planning to Specialised Products and Services, we have the right investment and financial portfolio services to complement your every need.
- Our dynamic collective divisions ensure your individual financial success with specific focus on the various aspects of financial planning, asset management, asset administration, specialist financial service offerings and economic research.
- An ongoing relationship with leading industry professionals throughout your journey to wealth creation.
- The benefit of combined intellectual capital – working with some of the country’s top Financial Planners, with proven investment acumen, continuously delivering excellent long-term growth results.
Who Is Behind Efficient Wealth
Verso Investment Services joined the Efficient Group in December 2013 and subsequently changed their name to Efficient Wealth. There are currently 14 Wealth Planners and 14 Wealth Managers serving more than 5000 clients and an estimated R7bn of assets under advice, which includes JSE listed companies and large pension funds. For more about the individual Wealth Planners and Wealth Managers at Efficient Wealth please go to the respective team pages.
Experience what it means to invest with a company that understands the importance of relationships, by requesting a complimentary financial needs analysis today. Our financial management teams in the Western Cape and the Eastern Cape are waiting for your call right now on:
Cape Town: 021 914 8030
Port Elizabeth: 041 392 0700