Think Efficient - Realise Wealth

Efficient Wealth in Bredasdorp is a branch of the nationwide investment service provider, Efficient Wealth that has head offices in Cape Town and Port Elizabeth. The company offers numerous financial and investment services to help clients manage their money efficiently and effectively increase their wealth. Efficient Wealth offers services that include retirement planning, wealth management, short-term and long-term insurance, medical aid, estate planning, fiduciary services and the drafting of wills. Feel secure in the fact that when choosing Efficient Wealth as your investment partner, you will have all the expertise and competence of one of the largest, most experienced multi-disciplined financial management teams in Southern Africa. A financial partnership with Efficient Wealth means you will benefit from holistic financial advice, you will have your own personalised financial investment model and access to some of the country’s leading financial planners and wealth managers. Efficient Wealth offers prospective clients complimentary financial needs analysis.

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About

About

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Since its inception in 2004, Efficient Wealth has followed the philosophy of investment excellence which has led their clients to magnificent returns on investment and widespread praise throughout the financial industry. Efficient Wealth values their relationships with their clients more than the value of the actual rand. Each one of Efficient Wealth’s financial planners and wealth managers genuinely wants their clients to achieve the maximum return on investment and looks forward to building a long lasting partnership with them.     

Bredasdorp branch of Efficient Wealth is managed by Teo Herselman. Teo is highly qualified and has been working in the financial sector since 1988.

Services

Services

From advice to implementing financial requirements, Efficient Wealth is here to help you invest your hard earned in the most effective and efficient way possible.

Their services include:

  • Retirement Planning
  • Wealth Management
  • Short-Term Insurance
  • Long-Term Insurance
  • Medical Aid
  • Estate Planning
  • Fiduciary Services
  • Drafting of Wills
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