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Investment minimums

<R1m

Suzette van Niekerk

Suzette is a dynamic, specialist financial advisor with client service at the core of her practice. She has in excess of 32 years' industry experience.

She has a passion for this profession and the development of strategies to assist her clients in achieving their desired financial goals concerning investment and risk planning, with a holistic wealth management approach.

Suzette is responsible for the structuring and implementation of sustainable bespoke solutions, post the outcome of a holistic analysis to address each client's financial needs.

Post-implementation, Suzette is responsible for managing the applicable implemented solution relative to fluctuating client needs in order to ensure that the initially implemented structure remains relevant to the actual desired outcome of the client.


Parc du Links, 7 Niblick Way, Somerset West, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

suzette***********o.za

Reveal contact details

Suzette van Niekerk

Suzette is a dynamic, specialist financial advisor with client service at the core of her practice. She has in excess of 32 years' industry experience.

She has a passion for this profession and the development of strategies to assist her clients in achieving their desired financial goals concerning investment and risk planning, with a holistic wealth management approach.

Suzette is responsible for the structuring and implementation of sustainable bespoke solutions, post the outcome of a holistic analysis to address each client's financial needs.

Post-implementation, Suzette is responsible for managing the applicable implemented solution relative to fluctuating client needs in order to ensure that the initially implemented structure remains relevant to the actual desired outcome of the client.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Parc du Links, 7 Niblick Way, Somerset West, South Africa

Get directions

Contact details:

082 XXX XXXX

suzette***********o.za

Reveal Contact Details

About

About Efficient Wealth – Somerset West

Established in 1999, Efficient Financial Services (Pty) Ltd trading as Efficient Wealth is a subsidiary of Efficient Group Ltd.

Our core business entails the delivery of comprehensive financial planning and investment management expertise for the benefit of individual and corporate clients. This is achieved through the provision of an integrated financial planning solution to appropriately address a myriad of diverse needs, requirements and expectations.

We have associations with leading specialised service providers, who enable us to provide financial services and solutions, including financial planning, investment management, cash management, stockbroking, business assurance, life assurance, healthcare, employee benefits, short-term insurance, trust and executorship services.

The Efficient Wealth vision is to become the most aspirational and sustainable, completely independent financial services brand in southern Africa in the eyes of the financial advisory industry, private clients, small to medium-sized businesses and the regulatory authorities.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.