Efficient Wealth (Ltd), business unit Trilogy Wealth (Ltd ) Pty
Professional Independent Financial Planning for individuals and businesses
The core objective of personal financial planning entails the accurate assessment and understanding of your immediate and future financial needs. This assessment should incorporate the specific circumstances of you and your family to ensure that every eventuality relating to your long-term wishes, goals and objectives is catered for upfront.
This comprehensive analysis is tailored to the specific expectations and future assumptions of each individual client and together with the structured advice given, resulting in a flexible and easily understandable Personal Financial Plan.
This comprehensive plan entails the following:
Immediate and Future Needs Planning
Disability and Dreaded Disease Planning
Estate Duty and Capital Gains Tax
Thereafter, I am ensuring that a rigorous review process is scheduled and implemented to take account of your changing circumstances during your lifetime.
Business Services We are providing a host of business related financial services and value added benefits via our own internal resources and in partnership with a number of specialist financial services providers. Our objective is the provision of an array of "best-of-breed" products and services to meet the diverse and ever changing needs of our corporate clients as well as their employees. This extensive range of products and services enables us to provide a “one-stop” solution to meet and exceed the needs and expectations of our corporate clients. Commercial Financial Services: Employee Benefits Business Assurance Corporate Healthcare Commercial Short-term Insurance Investment Management Stock Broking Cash Management Commercial Asset Finance Reporting Compliance
- Street: Alana Ave
- Postcode: 7365
- City: Velddrif
- Province: Western Cape
- Telephone: 082 908 8868