Efficient Wealth_Gert Coetzee

14/02/2025

2025 BUDGET SPEECH

Register NOW to join our online Zoom event: https://bit.ly/3CAZUvi

10/03/2023

With our Efficient Wealth approach, we partner with you for dedicated ongoing financial advice.

Contact me today!

10/02/2023

Please join our 2023 BUDGET EVENT.

22 February 2023
18:00 - 19:30
Zoom event, link to register: https://bit.ly/3jJYogT

Dawie Roodt will reflect on the 2023 Budget and discuss the consumer, economic, and political implications thereof. Do not miss this insightful discussion!

09/02/2023

RA SEASON - Don't miss out on your window of opportunity.

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01/02/2023

Be more tax savvy!

Contact me to help with your financial planning today!

From Financial Planning To Specialised Financial Services & More. Offering Personal & Business Related Financial Services. Get in Touch Today.

27/10/2022

Choose a medical scheme that suits your needs.

Contact me for expert advice.

19/10/2022

You only choose your medical aid once a year; make sure it is the right one for you and your family.

Contact me today for expert advice.

You only choose your medical aid once a year; make sure it is the right one for you and your family. Contact Efficient Wealth for expert advice.

07/09/2022

IS THERE A WAY TO PROTECT INVESTMENT INCOME FROM MARKET VOLATILITY?

Watch our video about this investment strategy: https://bit.ly/3qjZuQ8

The silo approach allocates assets to a short-, a medium-, and a long-term silo. The short-term silo is a conservative portfolio that aims to outperform cash...

12/08/2022

Efficient Wealth believes in holistic financial planning advice for individuals. This Women’s Month, partner with us for Efficient peace of mind!

29/06/2022

Stick to your financial plan to reach your financial goals. Haven't started yet? No worries, just leave your details in the comments, and I will be happy to assist.

Stick to your financial plan to reach your financial goals. Haven't started yet? No worries, just leave your details in the comments, and we will be happy to assist.