With over 60 years experience, our team of leading industry 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. Our integrated service model gives you access to accounting, business advisory, personal wealth management, SMSF and lending all in one place.
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. We prioritise your goals, which gives you something concrete and meaningful to strive for.
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. We prioritise your goals, which gives you something concrete and meaningful to strive for.
Services
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. We love working with businesses and their families to help them achieve their financial and lifestyle goals.
Our integrated approach means that we understand what you want to achieve and get you there faster. The best decisions require quality and trustworthy information. Accurate reporting and records allow you to easily meet all of your compliance requirements including taxation and professional reporting obligations.
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 believe long-term, intelligent asset allocation is a far better investment approach than trying to pick a single company that may outperform its competitors. Our expert investment team use a broad range of assets to build sophisticated, globally-diversified portfolios. Our approach is guided by esteemed Australian Investment Professionals with over one hundred years of experience and backed by Nobel Prize winning research.
Our integrated approach means that we understand what you want to achieve and get you there faster. With so many different superannuation options available, it can be complicated, confusing and difficult to decide which superannuation solution is best for you. Our team can assist you with superannuation and retirement advice.
Reviews (8)
Jan Mohammed
Nov 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been conducting the audits of the SMSF clients of efs for a number of months now. I have found their record keeping and response to queries I raise excellent. I deal with five different members of this firm and enjoy the professionalism they display.
I have been conducting the audits of the SMSF clients of efs for a number of months now. I have found their record keeping and response to queries I raise excellent. I deal with five different members of this firm and enjoy the professionalism they display.
John B.
Jan 21, 2020
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Jordan Harrison
Jan 27, 2019
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Angus Laws
Jul 02, 2018
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We have used EFS Strategic for both our business and personal finances in some way, shape or form for over 20 years.
Realistic advice, understanding and the fact that every staff member is a true professional means you know you are in good hands no matter the service they are providing.
This company is very well known in its original area of operation and many of my customers, family friends and relatives also use EFS Strategic.
Realistic advice, understanding and the fact that every staff member is a true professional means you know you are in good hands no matter the service they are providing.
This company is very well known in its original area of operation and many of my customers, family friends and relatives also use EFS Strategic.
Terrey Hills Animal Hospital
Aug 05, 2017
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Bella Bridgeford
Sep 24, 2015
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Simon Kennedy
Dec 05, 2014
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Kevin Kirkpatrick
Aug 22, 2014
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