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Sheldon Moss

I’m an independent financial planner at Efficient Wealth and started my career in the financial services industry in 2006. Utilising the knowledge and experience I've gained over the past 14 years, I have a unique, holistic approach to every client’s financial needs. By implementing my comprehensive knowledge of financial management and financial planning, I help my clients to attain financial literacy, which is the ability to understand their finances.

More specifically, financial literacy refers to the set of skills and knowledge that allows individuals to make informed and effective decisions. Financial education and awareness are becoming increasingly important for financial wellbeing, and therefore, I ensure that my clients become financially literate.

Suite B1, Regal House, 7 Montrose Park Boulevard, Victoria Country Club Estate, Pietermaritzburg, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

033 XXX XXXX

sheldon*********o.za

Reveal contact details

Sheldon Moss

I’m an independent financial planner at Efficient Wealth and started my career in the financial services industry in 2006. Utilising the knowledge and experience I've gained over the past 14 years, I have a unique, holistic approach to every client’s financial needs. By implementing my comprehensive knowledge of financial management and financial planning, I help my clients to attain financial literacy, which is the ability to understand their finances.

More specifically, financial literacy refers to the set of skills and knowledge that allows individuals to make informed and effective decisions. Financial education and awareness are becoming increasingly important for financial wellbeing, and therefore, I ensure that my clients become financially literate.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Suite B1, Regal House, 7 Montrose Park Boulevard, Victoria Country Club Estate, Pietermaritzburg, South Africa

Get directions

Contact details:

033 XXX XXXX

sheldon*********o.za

Reveal Contact Details

About

About Efficient Wealth – Kwazulu-Natal – Pietermaritzburg

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 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.