Our Investment Process
The Efficient Wealth Investment Solutions process is unique and has been developed from the foundation up with the South African economic conditions in mind.
Our approach starts off with a thorough Financial Needs Analysis which provides our financial planners with what is now a tried and tested approach to determining your financial needs, current financial priorities and opportunities. In short, the better we understand you, the better we can advise you.
More specifically, our investment process ensures that we address some of the following financial issues:
- Pre- and post-retirement planning
- Investment product
- Asset allocation (e.g. cash versus equity, local versus offshore)
- Investment funds
- Tax planning
Once an appropriate investment plan has been defined, your Wealth Planner will ensure that your investment strategy is implemented correctly.
Efficient Wealth has a host of investment solutions to suit the specific needs of each of our individual clients, these include:
- Unit Trusts
- Multi Managed funds
- Model Portfolios
- Share Portfolios
- Offshore Investments
Please note that at Efficient Wealth we believe that an investment is not a simple one-off decision. Because of this we assign a qualified Wealth Manager to each client who is there to deliver ongoing investment support at all times.
Let us start this journey with you towards excellence in wealth management and investment, today.