Welcome To

Equilibrium Financial Advisory Services

TRUST IS EARNED

About us

Equilibrium Financial Advisory Services (“EFAS“) is an independently authorised FSP, specialising in wealth management and financial planning services. We are focused on providing holistic wealth management advice to individuals, entrepreneurs, corporates and retirees. We understand that each individual’s financial needs are different. Therefore our core principles are build on the foundation of relationship and trust, to ensure your individual objectives and outcomes, whether in the short term, or the long term are met.

Your journey starts with the first step.

A strong foundation is critical to ensure a lasting legacy for your financial requirements are achieved. The first step is always the most difficult. Our trusted advisors are focused on understanding your needs, objectives and plans, in order to build your financial foundation. Its never too late to start.

Our Core Principles

Personal Relationships

To understand your financial needs, we need to understand you.
Outcomes based

Each individual has their own outcomes and dreams in life

Trust

Trust is earned, consistency builds trust.

Communication

We do not shy away from the difficult discussions.

Independence

Independence ensures we treat our customer fairly at all times

Knowledge

In the fast paced 21st Century, continuous learning is imperative

Our Financial Planning Approach
At EFAS, our wealth management and investment principles are build on the six steps of the financial planning process. Our trusted advisors will take you through these steps at your first appointment.

Our Investment Principles

Investment Management EFAS is proud to partner with highly respected investment teams. Our Discretionary Fund Manager provides a range of outcomes based funds for your core building blocks. We have strong relationships with our investment partners and teams. A key focus is track record, risk management and a strong investment team.

RETURNS

ASSET ALLOCATION

RISK AND VOLATILITY

Six steps to financial planning

1

Client engagement

2

Gathering information

3

Analysis and assessment

4

Solutions and recommendations

5

Implementation and execution

6

Review process

Your Financial Journey

No matter where you are in your personal financial journey, EFAS can assist you.

Risk Planning

Fiduciary Services
Wealth Management
Investment Management

Our services


Our advisors can assist you in all areas of your financial planning requirements, whether you require only assistance with your Will, or a full financial plan, our team is ready to assist.

Being financial independent is a decision and a right.

A strong foundation can only lead to a structure that will last generations. The same can be said for your financial planning. Our team of specialists in a wealth journey with our clients that provides understanding and the peace of mind that their financial journey and decisions are aligned with their financial goals.

Risk Services
Life can be unpredictable. To secure your financial future, it is critical to plan for unexpected eventualities. Having the correct amount of Risk Cover will ensure you can have a peaceful night’s sleep. Whether it be Life Cover to ensure your dependents are provided for, or insurance on your car, we can tailor a solution specific to your needs.
Fiduciary Services

Before you can even consider your Estate Planning, have you got a Will. These are the basic questions to consider. Our Fiduciary expert will ensure that every aspect of you requirements are met, whether it be a complex Trust structure, or just ensuring you have a valid Will, no request is too small for our team.

Client Reporting

Our aim is to provide you as a client with constant relevant communication to ensure you are at all times, aware of your current financial plan. Through our Client Portal, you have direct access to your information in one easily navigatable system.

Wealth Management
Creating generational wealth is a journey not a sprint. The key is to start early. Whether you are currently assessing your savings plan for your retirement, or you already are at retirement, our advisors can assist to build a pathway based on the objectives and outcomes you have in mind.

Investment Management

Navigating the complex world of investing can be daunting. Platforms, Products, Local, Offshore, Personal Portfolios or Multi Managed, in todays complex world it becomes ever more important to obtain the rigths expertise for you investment management needs. Our partnership with an Independent DFM ensure you have access to institutional level research, at a fraction of the cost.
Discretionary Investment
We have partnered with a boutiqiue discretionary investment manager to ensure you have the flexibility to move quickly in and out of invested positions, but with the research capacity of an institutional investor. Our Core Range of Model Portfolios can match you required investment objective.
Contact us

If you prefer to call or email, or if you would like to arrange a meeting with one of our specialists at your nearest office, the contact details for our various offices can be found below.

  • +27 870 820 4174
  • info@efas.co.za
  • 1st Floor,
    Building 3
    Atterbury Estate
    19 Frikkie de Beer Street Menlyn
    Pretoria
    0063

Equilibrium Financial Advisory Services (Pty) Ltd

Reg no: 2021/585758/07EFAS is an authorised Financial Services Provider, FSP47494Copyright b @EFAS 2024. All rights reserved

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