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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

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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. Utili...


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income