Ivan Rogers

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

🎓📚 ATTENTION ALL PARENTS! 📚🎓You’re investing thousands of rands every year into your child’s future through school and u...
24/06/2026

🎓📚 ATTENTION ALL PARENTS! 📚🎓

You’re investing thousands of rands every year into your child’s future through school and university education.

But have you considered what would happen if you were no longer able to provide financially?

With School & University Fee Protection, your child’s education can continue uninterrupted if death, disability, or a serious illness impacts your family’s income.

âś… Covers school fees
âś… Covers university fees
✅ Protects your child’s future
âś… Gives your family financial peace of mind

And here’s the part most parents love:

đź’° If you never claim, you can receive 100% of your premiums back at the end of the policy term.

That’s protection for your child’s education with the opportunity to get all your money back if no claim is needed.

Because the one thing no child should lose is their opportunity to learn, grow, and build a successful future.

Send me a message to find out how this works.
Ivan Rogers:
079 761 1645
[email protected]

21/06/2026

Let me help you to make the right decisions or your financial future.

Ivan Rogers:
079 761 1645
[email protected]

17/06/2026

South Africa’s annual inflation rate jumped to its highest level in almost two years in May, driven by surging energy prices fanned by the US-Israeli war with Iran.

15/06/2026

The US and Iran said they reached an interim agreement to reopen the Strait of Hormuz. Oil fell more than 4% on the news.

Contact me directly:ivan@efw.co.za
11/06/2026

Contact me directly:
[email protected]

Time is one of your greatest investment advantages. The earlier you start, the more you benefit from compounding.

Take advantage of time in the market. Speak to an advisor today: www.efw.co.za

🚨 One of the biggest retirement mistakes South Africans make? 🚨They assume they’ll have enough.Most people spend years b...
10/06/2026

🚨 One of the biggest retirement mistakes South Africans make? 🚨

They assume they’ll have enough.

Most people spend years building a career, paying off a home, and supporting their family. Yet very few know exactly how much income their retirement savings will provide one day.

Here’s a scary statistic:

Many retirees discover too late that their savings will only replace 30%–50% of their working income.

The result?
❌ Delaying retirement
❌ Becoming financially dependent on family
❌ Drastically reducing their lifestyle

The good news is that small changes today can make a massive difference over the next 10, 20 or 30 years.

Ask yourself:
✔️ Do I know what income my retirement savings will provide?
✔️ Am I contributing enough?
✔️ Am I using the most tax-efficient investment strategy?

If you’re unsure, it might be time for a retirement health check.

Send me a message with the word “RETIRE” and I’ll show you where you stand.
079 761 1645
[email protected]

07/06/2026

Estate planning is not only about wealth, it is about clarity and continuity.

Start your estate planning journey today. Consult with EFBOE at www.efboe.co.za

‼Attention: Yaht Crew‼Make sure you know how to use your money well and save with a purpose. You work so hard for your m...
04/06/2026

‼Attention: Yaht Crew‼

Make sure you know how to use your money well and save with a purpose. You work so hard for your money... it's only fair that the money work harder for you afterwards. It can really kickstart your life.

I can assist with wise investments, saving, easy money transfers and tax plans.

Book a free online session with me today.
Ivan Rogers:
079 761 1645
[email protected]

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.

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

đź“© Message me to make sure your legacy is protected.

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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