Visit website

Investment minimums

<R1m

Joggie Vermooten

As a dedicated wealth advisor at Efficient Wealth, I specialize in helping individuals and families create and preserve wealth, ensuring peace of mind for the future.

My expertise spans from assisting young professionals just starting their financial journey to guiding those nearing retirement.

With a strong educational background and a passion for the investment industry, I am committed to providing personalized financial strategies that align with your unique goals.

My approach is client-focused, aiming to build long-term relationships based on trust and transparency.

Outside of work, I am a proud parent and enjoy spending quality time with my young family.

I look forward to many more years in the investment industry, helping clients achieve financial security and success.

554A Lois Avenue, Erasmuskloof, Pretoria, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

joggie@********o.za

Reveal contact details

Joggie Vermooten

As a dedicated wealth advisor at Efficient Wealth, I specialize in helping individuals and families create and preserve wealth, ensuring peace of mind for the future.

My expertise spans from assisting young professionals just starting their financial journey to guiding those nearing retirement.

With a strong educational background and a passion for the investment industry, I am committed to providing personalized financial strategies that align with your unique goals.

My approach is client-focused, aiming to build long-term relationships based on trust and transparency.

Outside of work, I am a proud parent and enjoy spending quality time with my young family.

I look forward to many more years in the investment industry, helping clients achieve financial security and success.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

554A Lois Avenue, Erasmuskloof, Pretoria, South Africa

Get directions

Contact details:

082 XXX XXXX

joggie@********o.za

Reveal Contact Details

About

About Efficient Wealth – Erasmuskloof

Efficient Wealth, a subsidiary of Efficient Group Limited since 2003, is dedicated to delivering holistic financial services.

We offer a comprehensive range of asset, portfolio, and investment management products tailored to meet the diverse needs of South Africans.

Our core mission is to provide expert financial planning and investment management for individuals and small to medium-sized businesses.

Our solutions are crafted by a team of highly qualified professionals and portfolio managers, ensuring top-tier service and performance.

We adhere to the TCF principles, continuously enhancing our offerings and maintaining a culture of trust and excellence across our branches in South Africa.

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