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Morne Morrison

I obtained a BComm degree in Financial Planning at the University of Stellenbosch in 2013 and my Postgraduate diploma in Financial Planning (CFP) in 2015. I also obtained a Postgraduate diploma in Estate Planning in 2020. I started my career in the Financial Services Industry in 2014 as a financial planner and joined the Efficient Group in 2018. I have a keen sense of responsibility towards catering to client needs and am a focused individual who believes that the solution lies in the detail. I believe in putting clients first and in building a good relationship with peers and clients.

Bella Rosa Village., Catnia Building, Durbanville Avenue, Rosendal, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

morne@e*******o.za

Reveal contact details

Morne Morrison

I obtained a BComm degree in Financial Planning at the University of Stellenbosch in 2013 and my Postgraduate diploma in Financial Planning (CFP) in 2015. I also obtained a Postgraduate diploma in Estate Planning in 2020. I started my career in the Financial Services Industry in 2014 as a financial planner and joined the Efficient Group in 2018. I have a keen sense of responsibility towards catering to client needs and am a focused individual who believes that the solution lies in the detail. I believe in putting clients first and in building a good relationship with peers and clients.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Bella Rosa Village., Catnia Building, Durbanville Avenue, Rosendal, Cape Town, South Africa

Get directions

Contact details:

083 XXX XXXX

morne@e*******o.za

Reveal Contact Details

About

About Efficient Wealth – Western Cape – Bellville

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.