Investments: Model Portfolio Solutions
Diaan Janse van Rensburg, CFA
Managing Director: Naviga Solutions
SOLUTION OFFERING
There are currently more than 1 000 registered unit trust funds in South Africa. Selecting the appropriate fund is a daunting task for any individual and requires substantial investment knowledge in order to select the correct combination of funds.
Naviga Solutions provides clients and advisors with a boutique of investment options that are optimally structured by a team of experienced investment specialists.
WHAT WE OFFER INVESTORS
- An experienced and well-qualified investment team
- A range of solutions to cater for the specific needs of an individual
- Access to the asset allocation skills of multiple managers
- A combination of managers with complementary investment philosophies, styles, and alpha sources
- A focus on managers with significant investment experience
- Portfolios include well-known managers and boutique fund managers with unique skills and capabilities
- Ongoing monitoring of and reporting on portfolios
- Independent holistic investment advice
Investments: High-net-worth Individuals, Companies, and Trusts
Many South Africans find it daunting to invest internationally and want direct access to the team managing their wealth. Efficient Private Clients (EFPC) is a boutique investment management company specialising in tailored solutions, both locally and
offshore.
EFPC produces consistently excellent investment solutions through close, interactive
relationships with our clients.
WHAT WE OFFER INVESTORS
- Truly global wealth solutions.
- Tailored rand-based wealth solutions.
- Customer service tailored to individuals’ needs
MAIN PRODUCT OFFERINGS:
- Best View Model Portfolio.
- Global Model Portfolio.
- Global Equity Note.
- Local+ Model Portfolio.
Etienne Viljoen
CFA Chief Investment Officer: Efficient Private Clients
Investments: Stockbroking Services
Christell Groenewald
Global Head of Dealing: SA Stock Brokers
Efficient Wealth, in partnership with SA Stock Brokers, has packaged a stockbroking solution to suit the needs of almost every investor, whether local or offshore, irrespective of their level of expertise, knowledge, or understanding of the capital markets environment.
THIS INCLUDES THE FOLLOWING
- Access to JSE-listed equities, futures, and contracts for difference (CFDs).
- Trading access on more than 130 international stock exchanges via Interactive Brokers.
- Assist clients to obtain tax clearances for foreign investments.
- Assist companies that import or export goods with the payment of invoices or receiving foreign currency.
- Assist individuals working abroad that want to repatriate their funds.
- Assist with financial emigration applications.
- Access to listed gold and silver investment solutions.
Fiduciary Services: Wills, Deceased Estates, And Trusts
WILL SERVICES
- Plan and draft Wills.
- Applications via e-mail.
- Safe custody of signed Wills.
- General information and advice relating to Wills.
- Online application and processing (future).
DECEASED ESTATES SERVICES
- Administration of deceased estates as nominated executor/co-executor.
- Administration of deceased estates as agent for the executor.
- General information and advice to beneficiaries and creditors regarding their interests.
TRUSTS SERVICES
- Manage living trusts (inter vivos) or trusts by will as nominated trustee, co-trustee, or agent for the trustee.
- Plan, create, register, and implement living trusts.
- General information and advice relating to testamentary and living trusts.
Dawie Roux
Broker Cosultant: Efficient Board of Executors
Employee Benefits
Marius du Toit
Managing Director: Efficient Benefit Consulting
SOLUTION OFFERING
In the current business environment it is critical that your business offers a range of benefits to ensure the attraction and retention of the best qualified and most competent employees. The employee benefits environment is however relatively complex and the implementation and maintenance costs of employee benefit schemes vary significantly depending on the type of employee benefits structure being implemented.
WHAT WE OFFER CLIENTS
- Stand-alone and umbrella funds
- A comprehensive range of investment alternatives
- A comprehensive comparative analysis regarding risk benefits
- Dedicated member training and business consultancy services
Financial Planning Centre
Our Efficient Wealth Financial Planning Centre aims to accurately assess and understand a client’s immediate and future financial needs from both a personal and a
business perspective. This assessment should incorporate your specific circumstances to ensure that your long-term wishes, goals, and objectives are achieved. Our comprehensive Financial Needs Analysis system affords our highly-qualified financial
planning force access to world-class technology that is continually enhanced to accommodate the ever-changing financial services environment.
SOLUTION OFFERING
- Immediate and future needs planning.
- Retirement planning.
- Disability and dread disease planning.
- Estate planning.
- Estate duty and capital gains tax.
- Income tax.
Annika van Zyl, CFP®
Head: Financial Planners
Healthcare
Desiré Mc Lean
Specialist Healthcare Advisor: Efficient Med
In a progressively complex medical scheme environment, addressing clients’ unique healthcare needs has become increasingly specialised, yet relevant. At Efficient Med, we believe in “making things happen”, ensuring clients’ future healthcare cover is tailored according to their unique needs. Through the multi-skilled Efficient Med team, clients have access to affordable, tailor-made healthcare solutions.
SOLUTION OFFERING
- A single point of entry for multiple solutions.
- Accredited and qualified healthcare advisors.
- Independent and unbiased analysis.
- Ongoing review and relationship management process.
- A comprehensive comparative analysis.
- Hospital plan benefit comparisons.
- Medical aid benefit comparisons.
- Gap cover.
- Value-added services, such as annual flu injections and healthcare days.
- Administrative support.
Short-term Insurance
Efficient Wealth is continuously striving towards service excellence. As a valued client of Efficient, you have access to a team of advisors and client relationship consultants that deliver the company’s personal, commercial, agri, and specialist insurance options.
SOLUTION OFFERING
- A single point of entry for multiple solutions.
- Professional and qualified insurance advisors.
- Thorough and detailed risk assessments.
- Annual review and re-pricing process.
- Personal insurance.
- Commercial insurance.
- Agri insurance.
- Specialist insurance.
Elsie de Jager
Short-Term Specialist: Efficient Wealth