Personal Services

Cash Management

Cash Management Consultation

Regardless of your investment strategy, investment horizon and risk profile, it is always prudent to ensure that a portion of your investment portfolio is liquid and available at short notice or within a time frame suitable to your specific circumstances. The effective returns on such investments however vary significantly over different time frames and it is thus important to ensure that these liquid funds are invested to achieve optimal returns.

At Efficient Advise we understand this challenge and, through two of South Africa’s leading banks, we are able to offer a tailored solution that will cater for your specific liquidity and cash management needs.

Our cash management services are accessible through our dedicated Certified Financial Planners who are equipped to advise our clients on the term structure and investment alternatives most suitable to each individual investor.

Efficient Benefits:

  • A single point of contact for all cash management needs
  • The potential to enhance yields on excess cash
  • Immediate and easy access to excess cash
  • Independent and unbiased advise

Our Offering:

  • Money Market
  • Call Deposits
  • Term Deposits
  • Fixed Deposits
  • 32 Day Notice Deposits
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