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Investment minimums

<R1m

Shaun Dalton

I am passionate advisor with extensive industry-related experience. I joined Efficient Wealth as a registered advisor in 2022.

My career in the financial services industry started at Liberty Life where I gained invaluable in depth product knowledge. After Liberty Life I joined Standard Bank as a Wealth Planner where I gained extensive Financial Planning knowledge working with high net worth individuals and business clients.

I have more than 13 years industry experience with a legal background. My purpose is to use my ability to focus on details and use industry knowledge to provide the best advise for clients taking into account: their unique personal goals, costs, tax and estate planning needs.

My personal moto is to provide clients with more in value than what I receive in compensation.

34 Rivier Street, Potchefstroom, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

shaun@e*******o.za

Reveal contact details

Shaun Dalton

I am passionate advisor with extensive industry-related experience. I joined Efficient Wealth as a registered advisor in 2022.

My career in the financial services industry started at Liberty Life where I gained invaluable in depth product knowledge. After Liberty Life I joined Standard Bank as a Wealth Planner where I gained extensive Financial Planning knowledge working with high net worth individuals and business clients.

I have more than 13 years industry experience with a legal background. My purpose is to use my ability to focus on details and use industry knowledge to provide the best advise for clients taking into account: their unique personal goals, costs, tax and estate planning needs.

My personal moto is to provide clients with more in value than what I receive in compensation.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

34 Rivier Street, Potchefstroom, South Africa

Get directions

Contact details:

083 XXX XXXX

shaun@e*******o.za

Reveal Contact Details

About

About Efficient Wealth – North West – Potchefstroom

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