The value of partnering with an expert financial adviser

Partnering with an expert financial adviser you trust is arguably one of the most important decisions you will make regarding your personal and professional finances.

In many respects, it could be compared to a long-term personal relationship with a lifelong partner. You would need to get to know them well enough to divulge personal information regarding your finances and trust them with your hard-earned money. But most importantly, you are placing your long-term financial well-being in their expert hands.

However, partnering with the right expert adviser is only one aspect of intelligent financial planning. You also need to ask whether your adviser adds value to your financial future? Jaco Raulstone, financial adviser at Efficient Wealth, applies his effort and knowledge to your money, since he understands how hard you have worked for it.

How does Raulstone add value to your financial future?

Although it is managed as two separate entities, a holistic overview of both your personal and business finances brings an understanding of the state of your overall financial health. This includes insight into your individual circumstances, as well as those of your family and your business, to ensure that every eventuality is catered for from the very start. Raulstone maps out a planning strategy, from immediate financial planning to achieving your long-term goals and objectives.

A financial adviser evolves with you

At Efficient Wealth, we know that in your career, profession and personal life, your wants and needs will change with time as you mature towards retirement. Raulstone therefore tailors your evolving expectations and assumptions to your individual goals, and develop an easily understood, simple and flexible financial plan.

This plan would offer you proficient, tailor-made personal planning, including:
• Immediate and future needs planning
• Disability and dread disease planning
• Estate planning
• Estate duty and capital gains tax
• Income tax
• Certified retirement planners
• Retirement portfolio and investment management
• Advising you on informed comprehensive insurance coverage, money management and more.

Catering not only to a well-balanced personal wealth plan, Raulstone also assists with your professional and business requirements by offering:
• Comprehensive business assurance services
• Cash management
• Employee benefits
• Stockbroking
• Fiduciary services and much more.

Effective and efficient advice Raulstone

Raulstone adds value by providing informed and thoughtful advice to keep you heading in the right direction on your chosen financial journey. His relationship with his stable and growing client base is not merely the sale of goods and services, but an all-encompassing, protracted relationship. Evolving through the years with you, culminating in your successful retirement and beyond. It is a lifelong commitment.

Partner with Jaco Raulstone of Efficient Wealth today. Comprehensive financial planning around your needs – It’s what we do!

Speak to Raulstone today to ensure your financial needs are taken care of!

• 013 243 0212
• 083 391 6273
• jacor@efw.co.za