Efficient Wealth Somerset West

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.

Contact me today!

01/02/2023

Be more tax savvy!

Contact us 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.

01/01/2023

Happy New Year.
Let us welcome 2023 the efficient way!

It’s what we do.

27/10/2022

Choose a medical scheme that suits your needs.

Contact me for expert advice.

Choose a medical scheme that suits your needs. Contact Efficient Wealth 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 us 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...

23/08/2022

Women tend to always be on the go, looking after everyone. That is why we believe in supporting them with a holistic financial plan so that there is one less thing for them to worry about.