Stiaan - Efficient Wealth

Stiaan - Efficient Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Stiaan - Efficient Wealth, Financial planner, Building Edward IV, First Floor, 120 Edward Street, Bo Oakdale, Cape Town.

WHAT SERVICES DO WE OFFER?
• Retirement Planning
• Investments
• Wills and Winding up of Estate
• Tax support
• Car and Household Insurance
• Life, Bond, Disability, Severe Illness and Income Protection Cover

28/05/2026
Neem asseblief kennis dat Stiaan met verlof is vanaf 22 Mei tot 8 Junie 2026.Gedurende sy afwesigheid kan alle admin-ver...
18/05/2026

Neem asseblief kennis dat Stiaan met verlof is vanaf 22 Mei tot 8 Junie 2026.
Gedurende sy afwesigheid kan alle admin-verwante navrae gerig word aan Theresa van Niekerk by die kantoor op 0219751224.

Please note that Stiaan will be on leave from 22 May to 8 June 2026.
During his absence, kindly direct all admin-related enquiries to Theresa van Niekerk at the office on 0219751224.

To the mothers, grandmothers, guardians, and mother figures who show up every day with strength, care, and love — thank ...
10/05/2026

To the mothers, grandmothers, guardians, and mother figures who show up every day with strength, care, and love — thank you.

You are the quiet heroes behind families, futures, and generations, often carrying more than the world sees.

This Mother’s Day, we celebrate and appreciate everything you do.

*Happy Mother’s Day from all of us at Efficient Wealth!*

*Happy Workers' Day* On Workers' Day, we acknowledge the effort, dedication, and resilience behind every role, across ev...
01/05/2026

*Happy Workers' Day*

On Workers' Day, we acknowledge the effort, dedication, and resilience behind every role, across every industry.

Progress is built through people who show up, contribute, and keep going, even when conditions are not easy.

_*At Efficient Wealth, we are proud to support that journey by helping South Africans build financial security and long-term confidence.*_

2026 Budget Highlights
26/02/2026

2026 Budget Highlights

*2026 BUDGET* The Minister of Finance delivered his 2026 Budget yesterday. Dawie Roodt, Chief Economist of the Efficient...
26/02/2026

*2026 BUDGET*

The Minister of Finance delivered his 2026 Budget yesterday. Dawie Roodt, Chief Economist of the Efficient Group, gives his analysis on the Budget and how it will affect South Africans.

Click on the link below to watch now:

Dawie Roodt, Chief Economist at the Efficient Group, analyses the 2026 Budget Speech and highlights the aspects that will have a direct impact on you. At Eff...

The 2025 tax season ends on 28 February 2026. Now is the time to ask: are you using the right financial tools to build y...
05/02/2026

The 2025 tax season ends on 28 February 2026. Now is the time to ask: are you using the right financial tools to build your ideal retirement?
Make your retirement a priority, contact us today.

Die 2025-belastingseisoen eindig op 28 Februarie 2026. Nou is dit die tyd om te vra: gebruik jy die regte finansiële gereedskap om jou ideale aftrede te bou? Maak jou aftrede 'n prioriteit, kontak ons ​​vandag.

Holiday office closure noticeOur office will be closed from 20 December 2025 to 6 January 2026.For short-term emergencie...
17/12/2025

Holiday office closure notice

Our office will be closed from 20 December 2025 to 6 January 2026.

For short-term emergencies, please contact your insurer directly:

Discovery: 086 099 9911
Efficient Insure: 086 022 2254
Frontline: 086 111 3699
King Price: 086 050 5050
Miway: 086 088 4444
Momentum: 086 078 4767
MUA: 086 100 0682
Old Mutual: 086 024 7365
PPS: 086 077 7784
Santam: 086 050 5911
Virseker: 086 147 7911

Alternatively:

WhatsApp Call Only – Anika: 081 047 2193
(Please note: Most panel beaters are also closed during this period.)

Life and investment emergencies:
Tertius: 082 408 1931
Stiaan: 083 303 9470

Efficient Financial Services (Pty) Ltd, trading as Efficient Wealth, is an authorised financial services provider, FSP 655.

31/10/2025

Geagte kliënt

KENNISGEWING AANGAANDE JOU FINANSIËLE DIENSTE OORDRAG NA EFFICIENT WEALTH

Soos reeds aan jou gekommunikeer, het ek by Efficient Financial Services (Edms.) Bpk., handeldrywend as Efficient Wealth (FDV 655) aangesluit. Ek sal steeds as jou finansiële adviseur optree.

As een van my gewaardeerde kliënte, wil ek steeds aan jou ononderbroke en deurlopende finansiële dienste voorsien. Om dit te kan doen, en as deel van regulatoriese vereistes, benodig ons jou toestemming om jou persoonlike inligting aan Efficient Financial Services (Edms.) Bpk. oor te dra.

n E-pos is gestuur aan al die kliënte wat die toestemmings moet teken.

Dear client

NOTICE REGARDING YOUR FINANCIAL SERVICES TRANSFER TO EFFICIENT WEALTH

As previously communicated, I have joined Efficient Financial Services (Pty) Ltd, t/a Efficient Wealth (FSP 655), and will continue to act as your financial advisor.

As one of my valued clients, I wish to continue to provide you with uninterrupted and ongoing financial services. To do so, and as part of regulatory requirements, we need you to give your consent to transfer your personal information to Efficient Financial Services (Pty) Ltd.

An email has been sent to all the Clients required to sign the consents.

Address

Building Edward IV, First Floor, 120 Edward Street, Bo Oakdale
Cape Town
7530

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 04:30
Friday 08:30 - 16:30

Telephone

+27219751224

Alerts

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