About Us

Build you a financial roadmap to help you reach your financial & lifestyle goals

Empowering Financial Freedom

Our mission is to Empower Financial Freedom - and it's this philosophy which has guided us since our founding. At EFS, we've brought together Accounting & Tax, Wealth Management, Business Advisory, SMSF and Lending under one roof so that our clients have access to an integrated solution.

Our Approach

We love working with businesses and their families to help them achieve their financial and lifestyle goals. Our focus is to help you build a financial roadmap to create, grow, focus and protect your wealth, allowing you to realise your financial goals sooner.

HOW WE GUIDE YOU

Create

You have a financial vision, we have a way to get you there.

Grow

Setting you on the growth path toward your goals.

Focus

Keeping you focussed on what matters most.

Protect

Protecting your assets by managing uncertainty.

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 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.

We offer a unique fully integrated approach to help you build a financial roadmap to success. Whether you are starting a business, scaling for growth or buying a home or investment,  you’re in capable hands. Our experienced team of professionals is committed to your success, offering unrivalled service and growing right along with you.

When our clients succeed, so do we, and that’s the making of a great long term relationship.

Contact Us

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