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