Joggie Vermooten - Efficient Wealth

09/08/2026

Happy Women’s Day! 💐

Ahead of Women’s Day this weekend, we want to recognise and celebrate the incredible women of Efficient, and thank you for the dedication, resilience, leadership, and passion you bring every day.

Your contributions strengthen our business, support our clients on their financial journeys, and help us fulfil our purpose of enabling For Every One to attain financial well-being.

Thank you for all that you do. We wish you a wonderful Women’s Day!

24/07/2026

We're growing, and looking for our next Assistant Financial Advisor. 💻📈🤞🏼

Efficient Wealth (FSP 655) has an opening for a driven, professional Assistant Financial Advisor to join our Pretoria-based practice.

This is a genuine opportunity to build a long-term career in financial planning — working closely with an experienced Wealth Advisor, backed by an established brand, with real exposure to client relationships and technical advice from day one.

We're looking for someone who is self-motivated, has a matric certificate (RE5 or a relevant financial services qualification is a bonus), meets FAIS "fit and proper" requirements, and is ready to put in the work to build a career rather than just fill a role.

If that sounds like you — or someone in your network — send a CV and a short motivation to [email protected]. Happy to chat through the detail in person.

📍 Pretoria (Erasmuskloof) · Hybrid · Permanent

30/06/2026

23/03/2026

When in doubt, zoom out

Markets have historically shown resilience during geopolitical and oil-related shocks. This chart tracks the long-term cumulative return of the S&P 500 across multiple oil crises since the 1970s. While short-term volatility is evident around major events, drawdowns have generally been temporary rather than structural and have not derailed long-term equity market growth.

While future market movements are uncertain, history shows that staying invested through disruption has been key to capturing long-term returns. Rather than trying to time market corrections, maintaining a disciplined long-term approach has consistently proven more effective.

Source: Ninety One South Africa

10/03/2026

MONEYWEB FEATURE

The world is repricing dependence, and SA is exposed by Dr. Francois Stofberg

In other words, advanced economies are no longer asking only what is cheapest; they are asking what remains available when geopolitics interrupts the market.

Read more: https://bit.ly/4riKoqX

Oil shock exposes South Africa’s heavy reliance on imported fuel as global markets shift from efficiency to economic security.

17/02/2026

Attended Peregrine Capital’s Investor Day today and had some very good insights on the political landscape and why there are positive sentiment in Mzanzi.

Helen Zille also shared some plans on Johannesburg and the future of the city.

Thank you to the team for a great day, continue with your good work and of course the good returns you offer investors.

12/02/2026

It’s becoming more important than ever to understand why investing beats traditional saving—and why selecting the right asset managers can make all the difference.

These two examples below highlight boutique managers who have delivered exceptionally strong returns over the past year, outperforming their benchmarks by a meaningful margin.

But past performance is not the only story.
Before investing, it remains essential to consider:
• Your risk appetite
• Your time horizon
• The nature and purpose of your investment

So why am I sharing this?
Because keeping money stationary in a bank account almost never outperforms inflation. Over time, this quietly erodes your purchasing power.

Quality asset managers, backed by disciplined processes and strong investment philosophy, have the ability to generate real returns—and in many cases, meaningful alpha—that can help investors grow wealth in a far more powerful way than savings alone.

If you want your money to work harder for you, investing intelligently is key. And choosing the right manager is the first step.

Source:
Saffron Wealth Fund Management
All Weather Capital

11/02/2026

This morning I had the privilege of attending the Boutique Collective Investments (BCIS) Roadshow, engaging with some of the country’s leading portfolio managers across various asset management firms.

These sessions truly provide invaluable insight. Hearing directly from the experts about different asset classes, their current thinking, and where they see potential opportunities helps me stay aligned with the latest market developments — all to benefit my clients.

We’ve seen strong performance in several areas recently, and while we remain hopeful that this continues, one principle still stands above the rest:
Stick to your investment strategy. Stay the course.

Consistent, long‑term discipline remains the most reliable path to building and protecting wealth.

Access to insights like those shared today helps guide better investment decisions, support capital protection, and generating alpha for my clients.

A huge thank‑you to all the speakers for their expertise and passion.

Let’s continue doing what we do best — offering professional, informed, and client‑focused wealth and investment advice.

09/02/2026

Insightful article from Paul Hutchinson, Ninety One.

This tax season has been the best one yet, make the best of TFSA this year by contributing now as well as in the beginning of your tax year.

Don't wait for the last month of the tax year!

https://nty.one/4ksgSx9