Advisor Listing

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.

Asande Wealth is an independent wealth management firm based in Pretoria and we exist to transform the industry by changing the future outlook of wealth in South Africa. Our advice-led holistic approach equips our clients with the knowledge to make sound financial decisions. We aim to bridge the gap by providing quality advice and assisting our clients in building and preserving their intergenerational wealth. We specialise in providing the following services to individual and corporate clients: local and offshore investments, corporate cash management, retirement planning, risk planning, estate planning and employee financial wellness programmes. In a Wall Street-market world, we remain committed to our clients’ growth.

Optimum Investment Group’s tailored investments are based on the belief that everyone is unique, and their investments should be too. We consider your personal risk profile and are committed to the multi-management approach, which helps to diversify your portfolio and increase your overall financial wealth. This approach means that our team is dedicated to an active investment and risk-management process within the various layers of multi-managing. Through the precise understanding of each manager’s role, we can provide in-depth manager research and analysis that is constantly monitored to keep our clients at ease.