Ivan Rogers

Ivan Rogers Independent financial planning practise with Efficient wealth. Specialising in Investments and Business Financial Planning for SMEs and Individuals.

I can help you with a good financial plan. Contact me today: ivan@efw.co.za
02/06/2026

I can help you with a good financial plan. Contact me today: [email protected]

Financial planning does not start with products. It starts with understanding your income, your responsibilities, and your goals.

Start your financial journey with clarity: www.efgroup.co.za

📝 Why a Will & Estate Plan Isn’t OptionalDying without a valid Will in South Africa means the law decides who gets what ...
31/05/2026

📝 Why a Will & Estate Plan Isn’t Optional

Dying without a valid Will in South Africa means the law decides who gets what — not you.
This can:
• Delay the transfer of assets for months (or years)
• Create family disputes that permanently damage relationships
• Result in unnecessary estate costs that eat away at your legacy
One of the biggest hidden costs? Executor’s fees — up to 3.5% + VAT of your estate value. Without planning, your loved ones might have to sell assets just to cover these fees.

✅ The solution: A professionally drafted Will and estate plan that protects your family, reduces costs, and ensures your wishes are carried out.

📩 Message me to make sure your legacy is protected.

Ivan Rogers:
079 761 1645
[email protected]

26/05/2026

The right healthcare structure helps protect your retirement income.
Without it, medical costs can erode financial security over time.

Review your healthcare plan with an expert: www.efgroup.co.za

When markets become volatile, your plan acts as a guide. Instead of reacting emotionally, you can rely on a strategy tha...
24/05/2026

When markets become volatile, your plan acts as a guide. Instead of reacting emotionally, you can rely on a strategy that was built with your risk tolerance and goals in mind.

👉 In short: discipline and consistency are your biggest advantages as an investor.

If your circumstances or goals change, it’s wise to review your plan—but reacting to every market move is rarely the path to long-term success.

I can help:
Phone: 0797611645
Email: [email protected]
Website: www.ivanrogers.co.za

🌍✨ We’re living longer than ever before...With medical science and wellness practices advancing at such a rapid pace, ma...
21/05/2026

🌍✨ We’re living longer than ever before...

With medical science and wellness practices advancing at such a rapid pace, many of us can expect to live well into our 80s, 90s, or even beyond. That’s great news — but it also means our financial future needs to last much longer than our parents’ or grandparents’ did.

💡 For young people today, planning and saving for a longer life isn’t optional — it’s essential. The choices you make now will determine whether those extra decades are filled with freedom and comfort, or stress and uncertainty.

That’s where smart investment management and financial planning come in. By starting early and structuring your savings correctly, you can take advantage of growth over time and secure the lifestyle you want for the future.

📈 The future is longer than expected — let’s make sure your money lasts as long as you do.

💬 Send me a message if you’d like to chat — no pressure, just honest guidance.
Ivan Rogers:
079 761 1645
[email protected]



👉 Ready to plan ahead? Let’s chat about building a strategy that works for you.

20/05/2026

ADVICE TO RESERVE BANK ON RATES: BIG STICK AND THEN HOLD STEADY Farmers in South Africa may choose not to plant this season because current crop prices don’t...

17/05/2026

In this first episode of Friday Finance Trails, Dawie Roodt visits Wolwespruit MTB and Trail Park in Pretoria to share his perspective on the state of the ec...

Retirement planning is not a once-off event.It requires regular review, adjustment, and alignment across your entire fin...
13/05/2026

Retirement planning is not a once-off event.

It requires regular review, adjustment, and alignment across your entire financial life.

Review your full financial plan today.

Contact me:
Ivan Rogers:
079 761 1645
[email protected]

Address

7 Niblick Way, Parc Du Links, Somerset West
Cape Town

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+27797611645

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