What is important about money to you?

"When I was young I thought that money was the most important thing in life; now that I am old I know that it is."
- Oscar Wilde

Despite Oscar Wilde’s quote Money is not an end in itself. It is what you can do with your money that should be the focus of your attention.

Investors who are well informed can avoid the diminishing returns of following the crowd and completely stay clear of the ‘get rich quick’ merchants.

We can help you to identify your values, your priorities, your dreams and your life goals.

At Efficient Financial, our approach to investment management starts with the need to establish firm goals for the future use of capital. Wealth creation and preservation in essence is about helping you make smart decisions about your financial future. We passionately believe the financial well-being of people and their families drives to a large extent the quality of life that is enjoyed.

We can provide guidance in Wealth Management whether it is in the area of Wealth Creation or Wealth Preservation.

Through the design and implementation of a comprehensive Financial Plan we can continually work towards your stated goals. The real value of your investment portfolio is in the ability it gives you to meet your broader life goals.

At Efficient Financial we are confident that we can create an investment portfolio unique to your particular circumstances.

At Efficient Financial we promote a low-cost, market return approach that is designed to minimise costs, minimise risk, maximise tax efficiencies and reward the client.

Wealth Management Services

What is important about money to you, and what do you want to achieve i.e your objectives?

Our Process:

  1. Initial Discovery Meeting
  2. The Concept Meeting
  3. The Financial Plan – Where you are now – Where you want to be – How to get there – The outcome
  4. The Implementation
  5. Maintenance Programme – Investment intelligence programme – Regular progress meetings – Communication – Rebalancing

Do you want to access the investment big league?

Find out more :

We would be delighted to expand on any of the above points over the phone, through reading material or by meeting in person with any of our financial advisors.