Efficient Wealth is a division of the JSE-listed Efficient Group, established in 2002. The company operates as a multi-disciplinary financial services provider, focusing on delivering personalized wealth management solutions to individuals, families, and businesses. Their core services encompass comprehensive financial planning, asset and investment management, fiduciary services (including wills and trusts), and employee benefits consulting, aiming to build and preserve their clients' wealth over the long term.

Founded in

Canada