Financial fitness with Efficient Wealth: #2023GOALS

The new year has started, and everyone is frantically focusing on their physical fitness as one of the top new year’s resolutions in the world.
But what about your financial fitness? Just like the lack of exercise will negatively affect your physical health, not paying attention to the well-being of your finances could lead to long-term, and possibly permanent, financial complications.

Why Efficient Wealth?

Going to the gym is one way to maintain mental and physical health, but after a while, you may become complacent. Then you ask the experts to help keep you motivated. A qualified gym instructor can mean the difference between the perfect summer body in 2023 or a stale membership that gathers proverbial dust.
How about your portfolio, then? When last did you partner with a financial expert to do an in-depth analysis of your financial needs and goals? Have you become financially complacent? Our expert financial instructor, Jaco, will partner with you for that dream portfolio in 2023.

What to look for in a financial instructor

Here are our top tips for finding the right financial instructor for your financial fitness this year:
• Reliability, credibility and trust: Efficient Wealth is a reliable company with a proven, credible track record when it comes to financial services. We pay attention to detail, deliver on our promises, put you first before all else and contribute significant value to you and your portfolio without prejudice or favour.

• Direction and vision: We can satisfy your short-, mid- and long-term visions and goals. We meet your expectations in designing a financial plan that meets all your requirements, wants and needs. We are confident in our abilities while also being able to provide you with specific and clear directions.

• Encourage, relate and remind: We relate to your fears when markets are down. We remind you of the end-term performances so that you avoid making rash decisions leading to real financial rather than paper losses. And we encourage you to save and be disciplined rather than spend before maturity dates.

• Overcome and conquer: Your circumstances may change several times both before and after retirement. We will assist you to make provisions for events such as additional studies, unemployment, retrenchment, marriage, a new family dependent or other unthinkables.

Jaco Raulstone is one of Efficient Wealth’s top financial experts who focus on providing you with holistic solutions, tailored to your individual needs and financial objectives. He believes in partnering with you for long-term results and not just short-term gratification. Another advantage of partnering with Raulstone is that together with his team, they are your one-stop financial gym. He offers solutions from short-term to healthcare, from life assurance to looking after your business. He is also an expert in investment management and alternative investment solutions that make the most of your assets.

Contact the experts in financial fitness today. Contact Jaco Raulstone.
Efficient Wealth. It’s what we do!

Speak to Raulstone today to ensure that your financial needs are taken care of!
• jacor@efw.co.za
• 013 243 0212
• 083 391 6273