Efficient Wealth - Sheldon Moss
Address: Suite B1, Regal House, 7 Montrose Park Boulevard, Victoria Country Club Estate
City of Kwazulu Natal

Phone number:
033 347 3963
Categories: Finance, Insurance, Financial Brokers, Financial Planning, Financial Advisors & Consultants, Financial Analysis - Planning & Management, Financial & Tax Consultants

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Fax: 086 574 8225
Zip Code: 3201
Number of employees: 3


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 has 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. We have associations with leading specialised service providers who enable us to provide financial services and solutions, including: + Financial Planning + Investment Management + Cash Management + Stockbroking + Business Assurance + Life Assurance + Healthcare + Employee Benefits + Short-term Insurance + Trust and Executorship Services Our vision is to grow Efficient Wealth into a national financial services distribution business that represents qualified and experienced financial advisors who always act with integrity and are guided by a set of values that confirm Efficient Wealth’s devotion to the welfare of our clients.