1 reviews | Active since May 2015
Disappointment
Im also disappointed with Efficient Wealth. My late husband estate with them. He passed away 15 months ago and they never communicate with you. You must phone and the ladies not very friendly. They keep telling me they waiting for SARS. For the last 10 months now. No i dont think so my whole estate is not even R300000 worth. Only 3 vehicles on there nothing more. I dont have any Property that needs to be transfer. There was just a small lifecover of R234000 that they need to pay the one vehicle and a small personal loan thats all. The.rest need to be paid to me. I have also ask a letter to sell the 2 vehicles as they only stand here because they on my late husbands name im waiting for that letter for the last 5 weeks now. Since 15 September. My cousin estare was with a atrorney and her estate is almost R1milj and she signed this week for the transfer of her property. I will not recommend Efficient Wealth to anybody.
For clarity: we would like to differentiate the roles of the various parties within your husband's estate. Efficient Wealth has a mandate to deal with investments, short-term insurance, life insurance, medical aid and gap products. For our fiduciary services, we refer clients to a third-party provider as they have the necessary skills and expertise to assist clients.
Because the third-party provider is not part of Efficient Wealth but a separate company, we do not have access to your late husband’s estate. Unfortunately, we cannot address your experience of a lack of feedback or why it is taking so long. We can however assure you that we take complaints of the service providers we refer clients to, seriously. Therefore, please may we ask that you lodge a formal complaint at *** so that we may assist in trying to speed things up.
For clarity: we would like to differentiate the roles of the various parties within your husband's estate. Efficient Wealth has a mandate to deal with investments, short-term insurance, life insurance, medical aid and gap products. For our fiduciary services, we refer clients to a third-party provider as they have the necessary skills and expertise to assist clients.
Because the third-party provider is not part of Efficient Wealth but a separate company, we do not have access to your late husband’s estate. Unfortunately, we cannot address your experience of a lack of feedback or why it is taking so long. We can however assure you that we take complaints of the service providers we refer clients to, seriously. Therefore, please may we ask that you lodge a formal complaint at *** so that we may assist in trying to speed things up.