Who we are

Our experienced team of industry leading professionals specialise in helping businesses and their families reach their financial and lifestyle goals.  We are driven to create quality outcomes and empower financial freedom for our clients.

EFS is a truly integrated professional practice providing business advice, accounting, tax, wealth management and lending solutions. We provide advice to many successful businesses, families and professionals.

The depth of our experience and expertise can help you create, grow and protect your success. Our hands-on approach to personalised service is unrivalled. When your business succeeds, so does ours, and that’s the making of a great long-term relationship.

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Our Expertise

Accounting & Tax

Our Lane Cove tax accountants make decisions that require quality and trustworthy & information.

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Wealth Management

Wealth Management is the cornerstone of helping you and your family reach your financial and lifestyle goals

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Self Managed Super

With so many different superannuation options available, it can be complicated,

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Bookkeeping & Payroll

We understand that bookkeeping & payroll can be daunting. Let our experienced team of business

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Business Advisory

We understand that good business management is more than just record keeping. It is important that you get

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EFS was established with the goal of helping Australians save time and money by finding the

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Why Work With Us?

We build you a financial roadmap to help you reach your financial & lifestyle goals

We prioritise your goals, which gives you something concrete and meaningful to strive for. It helps you connect your investments to what really matters: your family, your future experiences, and your personal needs.

Increase your wealth beyond taxes, inflation, and fees

We are more than financial advisors in Lane Cove. We plan, manage risk, help minimise tax costs and deliver wealth strategies that help you reach your goals sooner.

Culture of service, not sales

We take pride in our focus to offer you advice based on your goals, not product sales. This strengthens our relationship and encourages greater transparency.

Be the centre of your financial life

We help take the complexity out of managing your financial life. We use our broad expertise to guide you whether you are purchasing a home, investing for the future or transferring wealth between generations.

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The team at EFS have been looking after my business for well over a decade now. Their advice has proved invaluable and they have supported us through periods of high growth. They are incredibly professional, hardworking and most importantly proactive.

~Mark Barlow, CEO – Goldman Group

David and his team at EFS have been looking after my Accounting & Tax needs for over 20 years. They have helped me plan effectively and been my sounding board as our business has grown from start-up to over 800 employees. I couldn’t recommend them more!

~Cynthia Bridgman, CEO – Blue Collar Recruitment

We can design a personalised plan that explains how we can help you to reach your financial goals.