Sheldon Moss - Efficient Wealth Pmb

Sheldon Moss started his career in 2006 in the financial services industry. He joined Old Mutual in that year as a senior financial advisor after completing his studies at the University of Natal. After 7 years of service, Sheldon decided to broaden his horizon by joining Efficient Wealth as an independent financial planner. Utilising the knowledge and experience gained during the past 10+ years, Sheldon uses a unique holistic approach to every client’s financial need. This is achieved by implementing comprehensive knowledge of financial management and financial planning, which leads to clients attaining financial literacy. Financial literacy is the ability to understand one’s finances. More specifically, it refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. As financial education and awareness is becoming increasingly important for financial well-being, Sheldon ensures that his clients gain financial literacy. Established in Efficient Financial Services (Pty) Ltd trading as Efficient Wealth is a subsidiary of Efficient Group Ltd. Our core business entails the delivery of comprehensive financial planning and investment management expertise for the benefit of individual and corporate clients. This is achieved through the provision of an integrated financial planning solution to appropriately address a myriad of diverse needs, requirements and expectations. The Efficient Wealth vision is to become the most aspirational and sustainable, totally independent financial services brand in southern Africa in the eyes of the financial advisory industry, private clients, small to medium size businesses and the regulatory authorities.