Efficient Wealth
Claimed Business
|2.6|5 Reviews (last 12 months)|This business does not respond to reviews
Efficient Wealth
Claimed Business
|2.6
5 Reviews (last 12 months)
Does not respond to reviews
Performance(last 12 months):
Review Distribution
2.6|5 Reviews
Jul '25 - Jun '26
Recent reviews (5)
Used this business recently? Share your experience to help others decide.
Used this business recently? Share your experience to help others decide.
Share Your ExperienceAR
Alasdair R
1 reviews | Active since Jan 2020
3 Apr 2026, 18:24
RUN, RUN, RUN
RUN,RUN,RUN !!! I have never been so disappointed in my life!!! A serious case of over promise and under deliver. I invested with efficient wealth just over 5 years ago. In that time my investment grew 11.6% that’s an average of 2.23% per year. In South Africa, inflation has averaged roughly 5% to 6% over the last five years. This means that the investment actually lost value in real terms (purchasing power). After management fees were deducted, my net growth was practically non-existent. I paid for active wealth management, yet the only positive movement in 5 years was due to currency fluctuations—something I could have achieved with a simple offs**** bank account without paying their management fees. The only reason for the growth was the Rand / Dollar exchange rate, certainly not the “Clever” investments by efficient wealth. I queried my lack of investment growth a few times with Christo Van Zyl ,Willem Basson and Dawie Rood. I was given excuse after excuse, from Covid to the Ukraine War, etc,etc I asked to see their personal portfolios to see if they too had stagnated. I was denied each time. While my portfolio failed to beat inflation, the advisors frequently shared details of their own luxury acquisitions, which felt incredibly tone-deaf and dismissive of my concerns as a client. (Willem Basson couldn’t stop himself from telling me all about the Solar power system that he installed at his house. Dawie Rood bought an aeroplane). Efficient wealth is very efficient at making themselves wealthy. From my experience they don’t give a damn about their clients who are paying them to do the best they can for us. I am still waiting for a transparent breakdown of why a 'managed' portfolio performed significantly worse than a basic market index tracker over a 60-month Would I recommend efficient wealth ? HELL NO !!! RUN,RUN,RUN !!!
Helpful (0)
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Alasdair R
1 reviews | Active since Jan 2020
3 Apr 2026, 18:24
RUN, RUN, RUN
RUN,RUN,RUN !!! I have never been so disappointed in my life!!! A serious case of over promise and under deliver. I invested with efficient wealth just over 5 years ago. In that time my investment grew 11.6% that’s an average of 2.23% per year. In South Africa, inflation has averaged roughly 5% to 6% over the last five years. This means that the investment actually lost value in real terms (purchasing power). After management fees were deducted, my net growth was practically non-existent. I paid for active wealth management, yet the only positive movement in 5 years was due to currency fluctuations—something I could have achieved with a simple offs**** bank account without paying their management fees. The only reason for the growth was the Rand / Dollar exchange rate, certainly not the “Clever” investments by efficient wealth. I queried my lack of investment growth a few times with Christo Van Zyl ,Willem Basson and Dawie Rood. I was given excuse after excuse, from Covid to the Ukraine War, etc,etc I asked to see their personal portfolios to see if they too had stagnated. I was denied each time. While my portfolio failed to beat inflation, the advisors frequently shared details of their own luxury acquisitions, which felt incredibly tone-deaf and dismissive of my concerns as a client. (Willem Basson couldn’t stop himself from telling me all about the Solar power system that he installed at his house. Dawie Rood bought an aeroplane). Efficient wealth is very efficient at making themselves wealthy. From my experience they don’t give a damn about their clients who are paying them to do the best they can for us. I am still waiting for a transparent breakdown of why a 'managed' portfolio performed significantly worse than a basic market index tracker over a 60-month Would I recommend efficient wealth ? HELL NO !!! RUN,RUN,RUN !!!
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Replies (0)AR
Alasdair R
1 reviews | Active since Jan 2020
20 Mar 2026, 12:32
RUN,RUN,RUN
2.23% Average Growth in 5 Years – Efficient Wealth is Only Efficient at Enriching Themselves RUN,RUN,RUN !!! I have never been so disappointed in my life!!! A serious case of over promise and under deliver. I invested with efficient wealth just over 5 years ago. In that time my investment grew 11.6% that’s an average of 2.23% per year. In South Africa, inflation has averaged roughly 5% to 6% over the last five years. This means that the investment actually lost value in real terms (purchasing power). After management fees were deducted, my net growth was practically non-existent. I paid for active wealth management, yet the only positive movement in 5 years was due to currency fluctuations—something I could have achieved with a simple offs**** bank account without paying their management fees. The only reason for the growth was the Rand / Dollar exchange rate, certainly not the “Clever” investments by efficient wealth. I queried my lack of investment growth a few times with Christo Van Zyl ,Willem Basson and Dawie Rood. I was given excuse after excuse, from Covid to the Ukraine War, etc,etc I asked to see their personal portfolios to see if they too had stagnated. I was denied each time. While my portfolio failed to beat inflation, the advisors frequently shared details of their own luxury acquisitions, which felt incredibly tone-deaf and dismissive of my concerns as a client. (Willem Basson couldn’t stop himself from telling me all about the Solar power system that he installed at his house. Dawie Rood bought an aeroplane). Efficient wealth is very efficient at making themselves wealthy. From my experience they don’t give a damn about their clients who are paying them to do the best they can for us. I am still waiting for a transparent breakdown of why a 'managed' portfolio performed significantly worse than a basic market index tracker over a 60-month Would I recommend efficient wealth ? HELL NO !!! RUN,RUN,RUN !!!
Helpful (0)
|Replies (0)AR
Alasdair R
1 reviews | Active since Jan 2020
20 Mar 2026, 12:32
RUN,RUN,RUN
2.23% Average Growth in 5 Years – Efficient Wealth is Only Efficient at Enriching Themselves RUN,RUN,RUN !!! I have never been so disappointed in my life!!! A serious case of over promise and under deliver. I invested with efficient wealth just over 5 years ago. In that time my investment grew 11.6% that’s an average of 2.23% per year. In South Africa, inflation has averaged roughly 5% to 6% over the last five years. This means that the investment actually lost value in real terms (purchasing power). After management fees were deducted, my net growth was practically non-existent. I paid for active wealth management, yet the only positive movement in 5 years was due to currency fluctuations—something I could have achieved with a simple offs**** bank account without paying their management fees. The only reason for the growth was the Rand / Dollar exchange rate, certainly not the “Clever” investments by efficient wealth. I queried my lack of investment growth a few times with Christo Van Zyl ,Willem Basson and Dawie Rood. I was given excuse after excuse, from Covid to the Ukraine War, etc,etc I asked to see their personal portfolios to see if they too had stagnated. I was denied each time. While my portfolio failed to beat inflation, the advisors frequently shared details of their own luxury acquisitions, which felt incredibly tone-deaf and dismissive of my concerns as a client. (Willem Basson couldn’t stop himself from telling me all about the Solar power system that he installed at his house. Dawie Rood bought an aeroplane). Efficient wealth is very efficient at making themselves wealthy. From my experience they don’t give a damn about their clients who are paying them to do the best they can for us. I am still waiting for a transparent breakdown of why a 'managed' portfolio performed significantly worse than a basic market index tracker over a 60-month Would I recommend efficient wealth ? HELL NO !!! RUN,RUN,RUN !!!
0
Replies (0)AR
Ale R
1 reviews | Active since Jan 2020
25 Aug 2025, 09:48
Efficient Wealth delivers true service excellence
Efficient Wealth delivers true service excellence. Their advisors are not only professional and knowledgeable, but also take the time to provide expert guidance tailored to individual needs. The quality of their advice and financial solutions is outstanding, and you always feel reassured that your financial well-being is in capable hands. What also stands out is the friendliness and warmth of the staff — from the advisors to the support team, everyone goes above and beyond to make the experience pleasant and personal. It is rare to find a company where both expertise and genuine care for clients come together so seamlessly. Highly recommended to anyone looking for trustworthy financial advice, exceptional service, and a team that truly values their clients.
Helpful (0)
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Ale R
1 reviews | Active since Jan 2020
25 Aug 2025, 09:48
Efficient Wealth delivers true service excellence
Efficient Wealth delivers true service excellence. Their advisors are not only professional and knowledgeable, but also take the time to provide expert guidance tailored to individual needs. The quality of their advice and financial solutions is outstanding, and you always feel reassured that your financial well-being is in capable hands. What also stands out is the friendliness and warmth of the staff — from the advisors to the support team, everyone goes above and beyond to make the experience pleasant and personal. It is rare to find a company where both expertise and genuine care for clients come together so seamlessly. Highly recommended to anyone looking for trustworthy financial advice, exceptional service, and a team that truly values their clients.
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Replies (0)MR
Marco R
1 reviews | Active since Jan 2020
25 Aug 2025, 09:29
Efficient lives up to their name!
I was genuinely impressed by how smoothly everything went. Fast, professional, and exactly what you'd hope for from a company called "Efficient." Highly recommend if you value your time and want things done right.
Helpful (0)
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Marco R
1 reviews | Active since Jan 2020
25 Aug 2025, 09:29
Efficient lives up to their name!
I was genuinely impressed by how smoothly everything went. Fast, professional, and exactly what you'd hope for from a company called "Efficient." Highly recommend if you value your time and want things done right.
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Replies (0)WN
Waynne N
1 reviews | Active since Jan 2020
24 Jun 2025, 08:46
Discussing how you treat clients
Not sure what kind of consultants you employ. My parents were with one of your consultants for 26 years. When my dad passes away Roberta Rossouw said she would sort out the estate, its a very very small estate so she said at no cost. She then handed it over to an attorney after we asked her to sign off the estate so we could do it. We then found out my dads tax was not completed for 12 years so she quickly did that and sent us the bill. My moms tax is still not complete for the last 12 years and they are married in community of property. How was this done, never mind the consultant not doing this for so many years. Now the car and trailer papers are being kept hostage until we settle the attorney account. This is a shocking way to teat old clients. Brought this to your attention many times via email and calls. Complaints to management have been logged but still no one cares to do anything. Take as much money while the person is alive but when they pass this is how you deal with things. Call me on 0618056973
Helpful (0)
|Replies (0)WN
Waynne N
1 reviews | Active since Jan 2020
24 Jun 2025, 08:46
Discussing how you treat clients
Not sure what kind of consultants you employ. My parents were with one of your consultants for 26 years. When my dad passes away Roberta Rossouw said she would sort out the estate, its a very very small estate so she said at no cost. She then handed it over to an attorney after we asked her to sign off the estate so we could do it. We then found out my dads tax was not completed for 12 years so she quickly did that and sent us the bill. My moms tax is still not complete for the last 12 years and they are married in community of property. How was this done, never mind the consultant not doing this for so many years. Now the car and trailer papers are being kept hostage until we settle the attorney account. This is a shocking way to teat old clients. Brought this to your attention many times via email and calls. Complaints to management have been logged but still no one cares to do anything. Take as much money while the person is alive but when they pass this is how you deal with things. Call me on 0618056973
0
Replies (0)NM
Noluthando M
1 reviews | Active since Jan 2020
19 Dec 2024, 16:48
****s
They are a bunch of *********** individuals that do not take their clients serious. I have been dealing with Neo Makobe a self proclaimed financial advisor. First he invested my money with old mutual of which initially we agreed about Allan gray , i did not get the some of money i withdrew and he blames Sandra from Robsav. It has been 3 months
Helpful (0)
|Replies (0)NM
Noluthando M
1 reviews | Active since Jan 2020
19 Dec 2024, 16:48
****s
They are a bunch of *********** individuals that do not take their clients serious. I have been dealing with Neo Makobe a self proclaimed financial advisor. First he invested my money with old mutual of which initially we agreed about Allan gray , i did not get the some of money i withdrew and he blames Sandra from Robsav. It has been 3 months
0
Replies (0)HD
Helena D
1 reviews | Active since Jan 2020
11 Mar 2024, 10:35
Compliment - Lee-Roy Lindt
I have been dealing with Lee-Roy Lindt from the Efficient Insure offices in George. I have only ever experienced super efficient, fast, and friendly service from him since joining them in June 2023 .
Helpful (0)
|Replies (0)HD
Helena D
1 reviews | Active since Jan 2020
11 Mar 2024, 10:35
Compliment - Lee-Roy Lindt
I have been dealing with Lee-Roy Lindt from the Efficient Insure offices in George. I have only ever experienced super efficient, fast, and friendly service from him since joining them in June 2023 .
0
Replies (0)JZ