Efficient Group Limited (JSE:EFG)
Efficient Group Limited (JSE:EFG) is a diversified financial services group focused on professional advice, quality services and tailor-made investment products across the financial services value chain. The Group provides its services through a three-pillared organisational structure:
The Financial Services cluster is structured in such a way as to deliver comprehensive financial planning solutions and to distribute associated proprietary and external financial products to identified target markets through a national network of financial advisors.
The cluster’s current areas of operation include Financial Planning, Asset Finance, Investment Management, Life and Business Assurance, Short-term Insurance, Stockbroking and Cash Management. These services are delivered by Efficient Wealth through divisions focused on distribution, operations and business enhancement.
Services and Solutions
The Services and Solutions cluster is optimally structured to deliver customised, value-added financial services and solutions to corporate and institutional clients.
Current areas of operation include model portfolio and multi-managed funds solutions, which have been subjected to a rigorous quantitative and qualitative due diligence process that is tailor made for financial planners, individuals and intuitional clients’ needs.
Businesses operatingg within this cluster are Naviga, Efficient Board of Executors and Efficient Private Clients.
The investments cluster is structured in such a way as to administer, manage and consult on proprietary and co-branded collective investments for both retail and institutional investors. The cluster’s current areas of operation are collective investment scheme administration, fund and private client wealth management and investment consultation. The businesses within the cluster are Boutique Collective Investments, Boutique Investment Partners and Efficient Select.
Efficient Group employs more than 450 people, including 230+ registered financial advisors and services more than 69 000 clients via offices throughout South Africa.