Invested October 31, 2019
Efficient Group (EFG) is a leading diversified financial services group focused on providing professional advice, quality solutions and tailor-made investment products across the full financial services value chain, including asset administration services, asset management services, financial products distribution and professional financial advice to both retail and institutional investors in South Africa. It operates the largest co-branded asset administration platform in South Africa (BCI) as well as one of the largest retail investment multi-managers in South Africa (BIP) and has a network of more than 200 registered financial advisers servicing over 72,000 clients across South Africa.
Pretoria, South Africa
Retail Wealth Management
What motivated the launch of EFG?
The Efficient Group was founded by a team of people passionate about creating value for and protecting the wealth of the man on the street, who are our target clients, through the provision of easy to understand public markets investment products and services.
What positive impact does EFG generate for its clients?
We have an unselfish devotion to the welfare of our clients (i.e. their health, happiness and fortune), which we holistically refer to as their wealth. Our holistic approach to our clients’ wealth planning ensures that their financial well-being is treated as a journey through life, built on solid long-term relationships and face-to-face financial advice.
We ensure that they remain adequately informed throughout this journey with the aim of managing their savings so they can enjoy a dignified retirement.
Where do you see EFG in the next 5 years?
Our vision is to build EFG into the preferred financial services provider of choice, offering our clients a single and comprehensive view of their financial wellbeing. We expect to make use of rapidly improving technology platforms focussed on financial services to further empower our financial advisers and clients to achieve their financial well-being goals.