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Efficient Wealth - Sonja Van Wyk
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Efficient Wealth - Sonja Van Wyk
George
I am an independent financial advisor backed by a well known Financial Services Provider, Efficient Wealth. I am based in George but serve clients country wide.
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About Us
I provide clients with single need financial advice or financial planning covering everything from medical aid, gap cover, short-term insurance, risk assurance, investments, retirement planning, retirement solutions and estate planning, including wills. I also provide employee benefits solutions - medical aid, gap cover, retirement and risk benefits.
Services Provided
Estates And Trusts
,
Financial Advisors
,
Insurance
,
Investments
,
Medical Aid
Work Focus
financial advice
,
financial planning
,
life insurance
,
wills
,
short term insurance
,
disability cover
,
retirement investments
,
retirement annuity
,
gap cover
Business Hours
MON
08:00
TO
17:00
TUE
08:00
TO
17:00
WED
08:00
TO
17:00
THU
08:00
TO
17:00
FRI
08:00
TO
17:00
SAT
08:00
TO
14:00
SUN
Closed
Who are some of your customers and can you provide traceable references?Client confidentiality prohibits me from naming clients but if you want a specific reference, I will obtain permission from my client.
ADDRESS
George - 6529
WEBSITE
https://www.efw.co.za/
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