SHAUN DALTON CFP®
About us
Efficient Wealth
Established in 2002 Efficient Wealth, is the financial planning and products division of the Efficient Group.
Efficient Wealth’s core business involves the delivery of comprehensive financial planning and investment management expertise, for the benefit of personal as well as business clients. This is done by providing an integrated financial planning solution to address a
multitude of diverse needs, requirements, and expectations.
We are experts in the industry.
Efficient Wealth is home to the renowned South African economist Dawie Roodt.
Happy clients
>77 000
Asset Under Management
>70 000 000 000
Employee Benefit Schemes
>250 000
Shaun Dalton CFP®
As a Certified Financial Planner with over 16 years of experience, a legal degree, specialized postgraduate training in investment and financial planning, and a Certificate in Employee Benefits, I offer a unique blend of expertise. My approach is deeply rooted in Christian values, emphasizing integrity, stewardship, and service to others. I specialize in crafting personalized financial strategies that integrate legal insight, strategic investment planning, and comprehensive employee benefits solutions. My mission is to help families and individuals optimize their financial potential with clarity and confidence, ensuring their resources align with their values and goals. With a heart for family and faith, I am dedicated to providing unparalleled financial guidance to strengthen the foundation of those I serve.
