INTRODUCING EFFICIENT BENEFIT CONSULTING

EFFICIENT BENEFIT CONSULTING IS A SPECIALIST INDEPENDENT EMPLOYEE BENEFIT CONSULTING COMPANY THAT FOCUSES ON PROVIDING CUSTOMISED, VALUE­-ADDED RETIREMENT FUND SOLUTIONS TO MEMBERS, EMPLOYERS AND BOARDS OF TRUSTEES. EFFICIENT BENEFIT CONSULTING IS A SUBSIDIARY OF THE EFFICIENT GROUP, AN INTEGRATED JSE-LISTED FINANCIAL SERVICES COMPANY, AND IS AN APPROVED FINANCIAL SERVICES PROVIDER (FSP).

Efficient Benefit Consulting identified the need for independent support and advice to clients in the ever­changing retirement fund industry. We are committed to assisting boards of trustees and management committees with the management of their retirement fund, to achieve their goals and attend to members' pre- and post-retirement needs.

OUR VISION

To assist people to retire with comfort, while protecting them against lifetime risks.

OUR MISSION

Through education, guidance and advice we safeguard our clients to provide for life-changing events, and inspire members to make adequate retirement provisions. We strive to provide exceptional, independent employee benefit and asset consulting services.

OUR VALUES

  • Always do the right thing.
  • Place our clients in a better financial position.
  • Protect our clients’ interests.
  • Guide our clients in finding smart solutions.
  • Empower and enable our people.

OUR SERVICES

Efficient Benefit Consulting has a national footprint and offers the following services:

  Retirement fund consulting and intermediary services  

Group risk benefit management services and consulting

Asset/investment consulting and investment health checks

Investment and economic research

Fund and member analysis services

Legal and technical support

Member education workshops

Retirement fund and related benefits induction programme to employees

Member exit services

Management of section 14 transfers and liaison with the Financial Services Board

Attend all Management Committee and/or Trustee meetings and provide secretarial services

HR employee benefit training services

Trustee training

Retirement fund Counselor

Independent principal officer duties