We help you maintain your lifestyle and secure your Home and Assets when the unexpected or an accident happens.

Efficient Wealth of South Africa takes pride in delivering exceptional service and high-quality, high-value products.

We offer our clients superior products and services for their money. Thus, at Efficient Wealth we strive to design high-value insurance solutions and provide outstanding service to you at every opportunity. We are dedicated to helping you achieve your goals by responding quickly to client enquiries, providing you with the tools and support you require.

services offered

Financial planning for solutions required in the event of unplanned events i.e. premature death, disability, trauma, injuries as a result of accident or illness and income protection plans.

Financial planning for solutions required in the event of planned events i.e. retirement, children’s further education, special bequests etc.

• Life, Disability, Trauma and Accidental Benefits
• Temporary and Permanent Income Protection
• Medical Aid Gap and Shortfall Provision
• Household and Commercial Short Term Insurance Advice
• Income Tax Advice
• Business Insurance Advice i.e. keyman, buy & sell agreements, contractors liability, etc.
• Funeral Costs Insurance Cover
• Investment Advice on Capital Growth and Income Plans