AN INTEGRATED APPROACH TO YOUR FINANCIAL LIFE

Our integrated approach means that we understand what you want to achieve and get you there faster.

At EFS, we help 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. We work to increase your wealth beyond taxes, inflation, and fees. We plan, manage risk, help minimize tax costs and deliver wealth strategies that help you reach your goals sooner.

What Should I Expect?

A different approach — one that begins with you and the life you want to lead. We won’t pretend to know what’s right for you without really getting to know you and the way you want your life to look. We won’t give you a one-and-done plan or a one-size-fits-all investment solution. We will get to know you. We will help you answer the most important question, “Can I live the life I want?” by integrating your life plan with your finances to bridge the gap between your ideal life and the life you can afford.

Our Approach:

  • Is driven by research and facilitated by expert advisers
  • Gives you a clear framework for deciding what’s right for you
  • Delivers dynamic plans and individualized investment portfolios
  • Incorporates collaborative, engaging ongoing advice

Clarity

What do I want my life to be like?

We help you 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

Confidence

How do I achieve my goals?

We help you 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

Control

Am I prepared for life’s surprises?

We help you 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

Superannuation

Investment Advice

Insurance

Retirement Planning

Estate Planning

As specialists in both Self-Managed Superannuation and personal superannuation, we understand how important retirement savings are. Almost 10% of your hard earned money each year goes into a Superannuation fund for your retirement.

Superannuation goes beyond just “forced retirement savings”. Understanding it’s your money and the way its invested is very important. We assist in providing you a plan to maximize your superannuation so that in retirement you don’t have to worry.

Our Service Benefits Include
  • Investment strategy & strategic planning advice
  • Superannuation consolidation & rollovers
  • Lost superannuation retrieval
  • Structuring of Insurance through superannuation
  • Pension planning, incl. accumulation to pension phase

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