Econ Financial Services ("EFS") is a boutique financial planning firm located in the Sydney CBD. We have been providing advice since 1998 and were granted our own Australian Financial Services Licence in 2005. Specialising in wealth creation and wealth preservation, EFS is committed to assisting individuals and families who are seeking to preserve and grow their personal wealth.
We pride ourselves on keeping it simple and ensuring you understand how your money is being managed. Meet our dedicated and talented team, here to help and support you as you preserve and grow your wealth.
We pride ourselves on keeping it simple and ensuring you understand how your money is being managed. Meet our dedicated and talented team, here to help and support you as you preserve and grow your wealth.
Services
Here at Econ Financial Services we have a dedicated and capable team of professionals here to assist you with any of your requirements. Feel free to reach out to us at any time, we love to chat!. George has been assisting clients meet their financial objectives for over 10 years. His passion for delivering superior customer service is beyond reproach and his focus on client satisfaction has seen the business grow steadily under his stewardship.
The long term nature of superannuation provides the benefit of compounding growth and could, therefore, be your largest asset by the time you retire. Offering flexibility and control, Self-managed Super Fund's (SMSF's) have become increasingly popular with wealth accumulators and retirees alike. SMSF's are increasingly sought out by proactive investors who want to have a say on how their super funds are invested.
Whilst having more retirement years to look forward to is appealing, many Australians simply will not have sufficient retirement funds at their disposal when they leave the workforce. Whether you have already retired or are approaching retirement, the team at EFS are well qualified to advise you on how to make the most of your retirement savings.
Econ Insurance Services ("EIS") was established in 2016 as a collaboration between Econ Financial Services and EIS Managing Director, Sam Perera, an established leader in the financial services industry. Life insurance provides peace of mind that you and your family are financially secure by paying you a lump sum or an ongoing income stream if you can no longer work due to unforeseen circumstances.
Reviews (1)
Sandysheru Sharpei
Sep 20, 2021
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Paul and his team are absolutely amazing!
In 2018 they made our dream possible of purchasing our first home. Since then have advised us on other financial decisions and are always available to speak to and happy to answer any questions.
We trust every recommendation and will continue to use Econ Finance in the future!
In 2018 they made our dream possible of purchasing our first home. Since then have advised us on other financial decisions and are always available to speak to and happy to answer any questions.
We trust every recommendation and will continue to use Econ Finance in the future!
