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Monday 08:00 - 17:00 Tuesday 08:00 - 17:00 Wednesday 08:00 - 17:00 Thursday 08:00 - 17:00 Friday 08:00 - 16:00

Efficient Group

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Efficient Group

Efficient: For every one to attain financial well-being. Maximising our efficiencies has been the guiding principle behind our success for more than 20 years.

The Efficient Group has grown into a respected player within the financial services industry. We offer a truly holistic set of tailor-made services and solutions for individuals and organisations alike. Each business unit in the group adds a finely tuned set of expertise, providing our clients with only the best possible service. This collective effort leverages individual contributions and econom

ies of scale. We believe that every person (every one) deserves to enjoy the kind of financial well-being that comes from unlocking the ever-increasing efficiencies within our group. Our business, our people, and everything we do aim to ensure financial well-being for South Africans from all walks of life, for every one. Efficient is more than a name: It is our comprehensive services offering. Our institutional cluster delivers a comprehensive set of financial services for corporates, institutional employees, and retirement fund members. Efficient Benefit Consulting focuses on providing employee benefit consulting, counselling, and retirement fund solutions. Efficient Healthcare Consulting is dedicated to holistic healthcare solutions for organisations and their employees. Our wealth, risk and investment cluster cater to both personal and business-related financial and fiduciary services. Efficient Wealth offers individuals and organisations a complete suite of asset-, portfolio- and investment-management products. Efficient Board of Executors extends this offering into expert fiduciary services, while Efficient Private Clients offers boutique investment services specialising in private share portfolios. Additionally, Efficient Insure and Efficient Healthcare Consulting provide risk management and healthcare solutions. Our platform and solutions cluster enable us to grow our efficiencies. Quality of data, information, flexibility in the choice of product provider, and accessibility are critical for clients to make sound financial decisions. Efficient is more than a name: It is our ambition to realise the financial well-being of every one. Efficiency is a transformative power in perpetual motion. We are constantly driving innovation within a framework of optimisation, evolving newer, better ways of doing things while maintaining a firm handle on real-world sensibilities. Whether assembling a strategic new portfolio of solutions or developing technology to shift paradigms, Efficient is as efficient does in challenging the status quo. To us, efficiency is not an unattainable goal. As much as financial well-being is about money, it is also about security, freedom, and peace of mind. Financial well-being means having the resources and support to seize opportunities, negate risks, and successfully navigate life. As we look to the future, our commitment to efficiency remains as strong as ever. We know that the challenges and uncertainties facing our world require bold solutions and a willingness to think efficiently, act differently, and realise potential. Whoever you are and wherever you are going, trust Efficient Group to make the most of whatever you have

17/07/2026

Who makes decisions if you cannot?

Power of attorney is essential planning.

Put legal structures in place before you need them: www.efboe.co.za

14/07/2026

Your health directly impacts your ability to earn.

Protecting it is essential to financial stability.

Protect your health to protect your income: www.efgroup.co.za

13/07/2026

Most financial plans depend on one thing: your ability to earn an income.

Protecting your health, your income and your financial well-being are more connected than many people realise.

Protect your income as part of your financial plan: www.efgroup.co.za

08/07/2026

𝗠𝗢𝗡𝗘𝗬𝗪𝗘𝗕 𝗙𝗘𝗔𝗧𝗨𝗥𝗘

𝗪𝗵𝗲𝗻 𝗮𝗻 𝗶𝗰𝗲 𝗹𝗼𝗹𝗹𝘆 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝗮𝗻 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝘄𝗮𝗿𝗻𝗶𝗻𝗴
𝘉𝘺 𝘋𝘳. 𝘍𝘳𝘢𝘯𝘤𝘰𝘪𝘴 𝘚𝘵𝘰𝘧𝘣𝘦𝘳𝘨

On the surface, it may sound almost absurd. Ice cream hardly feels like the frontier of global capitalism.

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲: https://www.moneyweb.co.za/moneyweb-opinion/soapbox/when-an-ice-lolly-becomes-an-economic-warning/

Japan’s investigation into alleged price coordination among ice cream manufacturers is about more than frozen treats.

06/07/2026

𝗠𝗢𝗡𝗘𝗬𝗪𝗘𝗕 𝗙𝗘𝗔𝗧𝗨𝗥𝗘

𝗠𝗶𝗱-𝘆𝗲𝗮𝗿 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: 𝗜𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗲𝗹𝗹-𝗯𝗲𝗶𝗻𝗴 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹𝗹𝘆 𝘀𝗼𝘂𝗻𝗱?
By Dr. Francois Stofberg

The danger of being mid-year is not dramatic enough to feel like a crisis, but far enough from January for the cracks to start to show.

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲: https://www.moneyweb.co.za/moneyweb-opinion/soapbox/mid-year-reality-check-is-your-financial-well-being-structurally-sound/

The question is not whether the first half of the year was good or bad …

03/07/2026

Estate planning is not only for later in life. It starts with structure.

Put the right structures in place early: www.efboe.co.za

30/06/2026

Healthcare is part of your financial plan, not separate from it.

Integrate healthcare into your financial plan: www.efw.co.za

29/06/2026

𝗙𝗥𝗜𝗗𝗔𝗬 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 𝗧𝗥𝗔𝗜𝗟𝗦
Episode 2 is now available!

Episode 2 of 𝙁𝙧𝙞𝙙𝙖𝙮 𝙁𝙞𝙣𝙖𝙣𝙘𝙚 𝙏𝙧𝙖𝙞𝙡𝙨 explores why having a defined financial plan helps you to move forward with confidence.

Watch Episode 2 now: https://youtu.be/GalhHb-fmKc

𝙉𝙚𝙬 𝙚𝙥𝙞𝙨𝙤𝙙𝙚𝙨 𝙬𝙞𝙡𝙡 𝙗𝙚 𝙧𝙚𝙡𝙚𝙖𝙨𝙚𝙙 𝙤𝙣𝙘𝙚 𝙖 𝙢𝙤𝙣𝙩𝙝 𝙤𝙣 𝙖 𝙁𝙧𝙞𝙙𝙖𝙮.

In this episode of Friday Finance Trails, Dawie Roodt reflects on t...

26/06/2026

Friday Finance Trails with Dawie Roodt | Episode 2

In Episode 2 of Friday Finance Trails, Dawie Roodt shares why having a clear financial plan matters more than trying to anticipate every outcome.

During uncertain times, planning is what ensures confident direction.

Watch Episode 2 now!

In this episode of Friday Finance Trails, Dawie Roodt reflects on t...

26/06/2026

Buying your first property changes your estate. Make sure your planning reflects it.

Align your estate plan with your life changes: www.efboe.co.za

Address

81 Dely Road, Hazelwood
Pretoria
0081

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 16:00

Telephone

+27879447999

Website

http://www.efw.co.za/, http://www.efgroup.co.za/

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Efficient Group

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