• Moncor Elektries 2
  • Trilogy Wealth Pty Ltd 1
  • Central High Trading 259 CC 2
  • Central High Trading 259 CC 1
  • Dr. E. Raubenheimer 1
  • Kekkel & Kraai Laaiplek 2
  • 3dom Agency 2
  • Prinro Building & Steel Merchants
  • Trilogy Wealth Pty Ltd 2
  • Eigevis 1
  • 3dom Agency 1
  • Green Overall
  • Kekkel & Kraai Laaiplek 1
  • Green Overall
  • Weslander
  • Moncor Elektries 1
  • Dr. E. Raubenheimer 2
  • Chas Everitt 2
  • Prinro Building & Steel Merchants
  • Weslander
  • Chas Everitt 1
  • Eigevis 2
  • West Coast Paints 1
  • Distinction Build Check 1
  • West Coast Paints 2
  • Distinction Build Check 2

Efficient Wealth (Ltd), business unit Trilogy Wealth (Ltd ) Pty

Professional Independent Financial Planning for individuals and businesses

5.0/5 rating (6 votes)

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

Retirement Planning

Disability and Dreaded Disease Planning

Estate Planning

Estate Duty and Capital Gains Tax

Income 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

Address

  • Street: Alana Ave
  • Postcode: 7365
  • City: Velddrif
  • Province: Western Cape

Contact

  • Telephone: 082 908 8868
  • E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

People associated with this Enterprise

Tilman von Zukowski

Tilman von Zukowski

Director and Financial Planner

Comments (1)

  • Liza

    Liza

    10 May 2017 at 06:40 |
    Tilman has just done an intensive consultation session on our insurance situation, and he has made remarkable observations and suggestions. Highly recommended. He is a hands-on financial advisor that spends a lot of individualized attention on each case.

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