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Investment minimums

<R1m

Christo van Zyl

I'm a CERTIFIED FINANCIAL PLANNER® Professional with 26 years of experience in the financial services industry. My journey began when I completed my BCom in Economics and earned an Advanced Certificate in Taxation.

My approach to addressing my clients' financial needs is unique and holistic. I blend this approach with the latest industry solutions to cater to a wide range of needs, requirements, and expectations. Unlike the common industry practice of being product-driven, my focus is on providing solutions.

This approach offers my clients the advantage of aligning their risk and investment strategies with the most current financial structures. Drawing from my extensive knowledge and experience gained over the past 26 years, I've achieved recognition as one of the top financial advisors at Efficient Wealth.

Additionally, I provide management and oversight for several other financial advisors at Efficient Wealth.

81 Dely Road, Hazelwood, Pretoria, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

christo***********o.za

Reveal contact details

Christo van Zyl

I'm a CERTIFIED FINANCIAL PLANNER® Professional with 26 years of experience in the financial services industry. My journey began when I completed my BCom in Economics and earned an Advanced Certificate in Taxation.

My approach to addressing my clients' financial needs is unique and holistic. I blend this approach with the latest industry solutions to cater to a wide range of needs, requirements, and expectations. Unlike the common industry practice of being product-driven, my focus is on providing solutions.

This approach offers my clients the advantage of aligning their risk and investment strategies with the most current financial structures. Drawing from my extensive knowledge and experience gained over the past 26 years, I've achieved recognition as one of the top financial advisors at Efficient Wealth.

Additionally, I provide management and oversight for several other financial advisors at Efficient Wealth.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

81 Dely Road, Hazelwood, Pretoria, South Africa

Get directions

Contact details:

082 XXX XXXX

christo***********o.za

Reveal Contact Details

About

About Efficient Wealth – Pretoria (Head Office)

Efficient Wealth was established in 2003 as a subsidiary of the Efficient Group Limited.

The aim was to provide holistic personal financial services, with a complete suite of asset-, portfolio-and investment-management products. From financial planning to specialised products and services, we have the right investment and financial portfolio services to cater for every need, to South Africans from all walks of life.

Our company’s core purpose is to deliver financial planning and investment management expertise for the benefit of individuals and small- to medium-sized businesses. We achieve this by providing you with an integrated financial planning solution structured to appropriately address a myriad of diverse needs, requirements and expectations.

Our financial planning solutions are delivered through a specialised group of professionals and portfolio managers who are precisely selected and recruited for their academic excellence and compelling track record in the financial services industry.

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