Efficient Wealth: why us?
Efficient Wealth was established in 2002 and has since grown its service offering to include everything from healthcare to investment management, to insurance.
Our vision is to grow Efficient Wealth into South Africa’s financial services company of choice. When our financial advisors provide you with financial advice, you can rest assured that they are qualified, experienced, and professional. Our advisors prioritise their clients’ welfare and are devoted to ensuring that they treat their clients as individuals, thereby ensuring tailor-made solutions for individual needs.
At the core of our business is comprehensive financial planning and investment management expertise. This is to the benefit of all our clients, irrespective of the size of their portfolio. We also help our clients to make the most of their business ventures.
We do this by employing unique business solutions that look at your employee benefits needs, as well as short-term insurance that makes the most of your cover without breaking the bank. We can further help you to take care of your family, should something happen to you, with life assurance and estate planning solutions. At Efficient Wealth, our service offering also extends to helping you plan for any unforeseen circumstances, with dread disease and disability cover. With all the uncertainty surrounding healthcare in South Africa, you can never be too prepared!
At Efficient Wealth, we know how stressful financial planning can be and we also know how important it is to receive expert advice. It is with this in mind that we would like to introduce the Middelburg Observer readers to one of our Efficient Wealth advisors in Middelburg – Jaco Raulstone.
Jaco Raulstone
Jaco is an expert advisor in Middelburg who adheres to our Efficient Wealth values of independence and a client-centric approach. As an Efficient Wealth representative, Jaco has access to best-of-breed, specialised products, and service providers. This enables him to look after all the needs that you may have that we mentioned earlier. Jaco also celebrated 10 years at Efficient Wealth this year!
Jaco is passionate about his clients and always strives to look after each client individually and holistically. He believes in forming partnerships with other Efficient experts for his clients’ benefit, an advantage that is made possible by him being part of the Efficient network. An example of such a partnership is Jaco’s relationship with Dawie Roodt, the Chief Economist of the Efficient Group.
This partnership gives Jaco an extra advantage in that Dawie’s first-hand knowledge of our economy and its impact on client portfolios can be used to the benefit of Jaco’s clients.
Jaco is excited to get in touch with you to provide you with the Efficient quality of service that you have come to expect from us.
Speak to Jaco today to ensure that your financial needs are taken care of!
e: jacor@efw.co.za
t: 013 243 0212
c: 083 391 6273
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