Efficient Advise

Business Opportunities

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Efficient Advise provides a comprehensive set of financial services and products through our national branch and advisor network. Our independent product and service offering aims to accommodate the diverse needs of a broad base of clients, including small and medium size enterprises as well as individuals.

Our advisory business model offers appropriately qualified approved Financial Advisors the opportunity to enhance and diversify their revenue stream by leveraging the Efficient Advise brand and our specialist marketing, distribution, information technology and other capabilities.

Our business model provides advisors with the ability to realise part of the value in their current financial planning practice whilst at the same time ensuring the continuity and saleability of their practice into the future. The model permits a high level of independence with the added compliance and infrastructure benefits associated with a large financial services group.

Prospective Partners:

  • Audit and Accounting Firms
  • Legal Practices
  • Investment Management Companies
  • Independent Financial Advisors
  • Financial Planning Practices
Should you be interested in this exciting business opportunity, please click on the link above and you will be contacted to book a detailed consultation.

For more information please contact Marietjie van Zyl on: 012 460 9580
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