The Wealth Planners Who Ensure your Investment Well-Being

Meet our team of Efficient Wealth Planners who are entirely focused on the defining and planning of your individual Investment Portfolio.

Our team of highly respected Industry Professionals are renowned for their superior skills and financial planning finesse, and will create a meticulously planned, concise and individually tailored Financial roadmap for your individual wealth creation. Our Wealth Planners will expertly guide you to ensure you enjoy only the best the financial services Industry in South Africa has to offer. We will also provide you with complete access to our unique Investment Model, which will help you to manage and grow your individual wealth right from the start.

Meet The Wealth Planners

Arend de Waal, CFP®
Arend de Waal, CFP®Senior Wealth Planner

Arend has 15 years’ experience in the financial industry and holds the following qualifications:

  • Degree in Electronic Engineering
  • Postgraduate Diploma in Financial Planning (CFP)

Wealth Planner with Efficient Wealth since 2006

Paul Louw, CFP®
Paul Louw, CFP®Senior Wealth Planner

Paul has 10 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • B.A. Hons
  • Masters in Business Leadership

Started career at ABSA.

Wealth Planner with Efficient Wealth since 2006

Walter Borthwick
Walter BorthwickSenior Wealth Planner

Walter has 15 years’ experience in the financial industry.

Started career as accredited advisor with Sanlam. Joined Qualisure Brokers as an independent broker in 2003.

Wealth Planner with Efficient Wealth since 2004

Anton Redelinghuys, RFP™
Anton Redelinghuys, RFP™Senior Wealth Planner

Anton has 26 years’ experience in the financial industry.

Started career as an accredited Financial Advisor in 1991 with Sanlam.

Wealth Planner with Efficient Wealth since 2004

Werner Smit, FSA
Werner Smit, FSASenior Wealth Planner

Werner has 22 years’ experience in the financial industry.

Started career in 1995 with Sanlam.

Wealth Planner with Efficient Wealth since 2009

Johan Bosman, CFP®
Johan Bosman, CFP®Senior Wealth Planner

Johan has 17 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • B Comm Hons (Buss Econ)
  • B Sc Agric (Agric Econ)
  • B (Buss Admin) Hons
  • Dipl Unit Trusts

Started career as Wealth Planner in 2000 with Citadel.

Wealth Planner with Efficient Wealth since 2004

Stuart Durant, CFP®
Stuart Durant, CFP®Senior Financial Planner

Stuart has 12 years’ experience in the financial industry and holds the following qualifications:

  • Advanced Postgraduate Diploma in Financial Planning (CFP)
  • B Comm Accounting
  • B Comm (Financial Planning) Hons

Wealth Planner with Efficient Wealth since 2008

Jaco van Wyk, CFP®
Jaco van Wyk, CFP®Senior Wealth Planner

Jaco has 8 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • B Comm Hons (Financial Analysis)

Wealth Planner with Efficient Wealth since 2009

Richard Kilpin, CFP®
Richard Kilpin, CFP®Senior Wealth Planner

Richard has 15 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • B Comm Hons (Financial Analysis and Portfolio Management)
  • B Econ

Wealth Planner with Efficient Wealth since 2012

Wesley Maguire
Wesley MaguireFinancial Planner

Wesley has 3 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • B Comm Hons (Buss Management)
  • B Comm (Financial Planning)

Wealth Planner with Efficient Wealth since 2014