Investment minimums <R1m |
Sheldon MossI’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.
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Suite B1, Regal House, 7 Montrose Park Boulevard, Victoria Country Club Estate, Pietermaritzburg, South Africa |
Specialises in:
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Contact details: |
Sheldon Moss
I’m an independent financial planner at Efficient Wealth and started my career in the financial services industry in 2006. Utili...
Investment minimums:
<R1m
Specialises in:
Investments & savings
Offshore investing
Pre-retirement planning
Retirement income