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Investment minimums

<R1m

Luciano Benade

As a dynamic Specialist Wealth Manager CFP®, client service forms the core of my practice. I have a passion for my profession and devote time to developing strategies to help my clients achieve their desired financial goals in terms of investment and risk planning, employing a holistic wealth management approach. I hold a postgraduate qualification in Financial Planning Law from the University of the Free State and I am a Certified Financial Planner (CFP®) - Professional with the Financial Planning Institute (FPI) of South Africa.

I am responsible for structuring and implementing sustainable bespoke solutions, derived from the outcomes of a holistic analysis to meet the financial needs of my clients. After implementation, I take the responsibility of managing the applicable implemented solution relative to the fluctuating client needs. This ensures that the initially implemented structure remains relevant to the actual desired outcome of the client.

MIDLANDS OFFICE PARK EAST, Mountain Quray Street, Midlands Estate, Midrand, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

luciano*********o.za

Reveal contact details

Luciano Benade

As a dynamic Specialist Wealth Manager CFP®, client service forms the core of my practice. I have a passion for my profession and devote time to developing strategies to help my clients achieve their desired financial goals in terms of investment and risk planning, employing a holistic wealth management approach. I hold a postgraduate qualification in Financial Planning Law from the University of the Free State and I am a Certified Financial Planner (CFP®) - Professional with the Financial Planning Institute (FPI) of South Africa.

I am responsible for structuring and implementing sustainable bespoke solutions, derived from the outcomes of a holistic analysis to meet the financial needs of my clients. After implementation, I take the responsibility of managing the applicable implemented solution relative to the fluctuating client needs. This ensures 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

MIDLANDS OFFICE PARK EAST, Mountain Quray Street, Midlands Estate, Midrand, South Africa

Get directions

Contact details:

082 XXX XXXX

luciano*********o.za

Reveal Contact Details

About

About Efficient Wealth – Gauteng – Midstream

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