Business owners
From day-to-day financial control to growth, acquisitions, succession and the wealth created beyond the business.
30 yearsof trusted advice and enduring client relationships
10,000+clients supported across business, wealth and finance
Over $1bnmanaged and advised across wealth, finance and business
The EFS difference
Advice works better when it works together.
Your financial life does not fit neatly into separate boxes. We connect the specialists, decisions and opportunities across your business and personal affairs — without losing the relationship that makes good advice possible.
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Accounting, tax & compliance
Reliable foundations, forward planning and practical advice for individuals, businesses and groups.
Business advisory
Growth, structure, succession, acquisitions and performance support for ambitious private businesses.
Private Wealth
Evidence-led strategies designed around your goals, family and wider financial position.
Finance & lending
Personal and commercial finance coordinated with the rest of your financial strategy.
Outsourced finance & administration
Bookkeeping, payroll and financial operations that give growing businesses clarity and control.
Who we help
Advice for complex lives. Delivered personally.
We support business owners, families, investors, professionals and executives as their financial decisions become more important or interconnected. Business ownership is a particular strength, but every relationship begins with the person, family or organisation in front of us.
Families & investors
Coordinated advice across investments, retirement, superannuation, tax, lending and intergenerational planning.
Professionals & executives
Clear strategies for complex income, equity, investment and borrowing decisions — without unnecessary complexity.
Business owners
From day-to-day financial control to growth, acquisitions, succession and the wealth created beyond the business.
Families & investors
Coordinated advice across investments, retirement, superannuation, tax, lending and intergenerational planning.
Professionals & executives
Clear strategies for complex income, equity, investment and borrowing decisions — without unnecessary complexity.
Specialist industry expertise
Deeper experience where it adds value.
We work across a broad range of industries. In selected sectors, our team also brings deeper practical experience that helps us recognise issues earlier, ask better questions and provide advice with greater commercial context.
Medical & dental
Practice structures, acquisitions, finance, tax planning and long-term wealth.
Explore expertise
Professional services
Consultants, agencies and engineers. Business structures, profitability, cash flow and partner succession.
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Entertainment
Actors, entertainers, management agencies, structures and international tax.
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Property & construction
Project structures, feasibility, cash flow, tax, funding, reporting and succession.
Explore expertise →
How we work
Partnership. Guidance. Results.
A simple standard for every client relationship.
Partnership
Senior people who know your circumstances, stay involved and take responsibility for moving things forward.
Guidance
Clear direction, coordinated advice and practical next steps — without unnecessary complexity.
Results
Advice should lead to better decisions, stronger businesses and more confidence about the future.
Partnership
Senior people who know your circumstances, stay involved and take responsibility for moving things forward.
Guidance
Clear direction, coordinated advice and practical next steps — without unnecessary complexity.
Results
Advice should lead to better decisions, stronger businesses and more confidence about the future.
Client relationships
Advice that stays useful as life and business change.
The team at EFS have been looking after my business for well over a decade. Their advice has proved invaluable and they have supported us through periods of high growth.
Mark Barlow · CEO, Goldman Group