EFS 71 Longueville Road, Lane Cove, New South Wales 2066
About the Business
Welcome to EFS, located at 71 Longueville Road in Lane Cove, Australia. As a leading institution in accounting, finance, and wealth management, our experienced team of professionals is dedicated to helping businesses and families achieve their financial and lifestyle goals.
At EFS, we believe in creating quality outcomes and empowering our clients with financial freedom. Our integrated professional practice offers a wide range of services, including business advice, accounting, tax planning, wealth management, and lending solutions. Over the years, we have provided expert advice to numerous successful businesses, families, and professionals, helping them create, grow, and protect their success.
What sets us apart is our hands-on approach to personalized service. We understand that every client is unique, and we tailor our solutions to meet their specific needs. We view our clients' success as our own, and we strive to build long-term relationships based on trust and mutual growth.
Wealth management is at the core of our services, as we believe it is crucial to helping our clients and their families reach their financial and lifestyle goals. We prioritize your goals and work with you to develop a concrete and meaningful plan that connects your investments to what truly matters to you.
In addition to wealth management, we also provide comprehensive bookkeeping and payroll services. Our experienced team takes the complexity out of managing your financial life, guiding you through important decisions such as purchasing a home, investing for the future, or transferring wealth between generations.
But don't just take our word for it. Our clients have been with us for decades, testifying to the invaluable advice and support we have provided. Cynthia Bridgman, CEO of Blue Collar Recruitment, has trusted us with her accounting and tax needs for over 20 years, praising our effectiveness in planning and our support as her business grew.
At EFS, we prioritize your goals over product sales. We aim to strengthen our relationship with you through transparency and advice that aligns with your objectives. Our goal is to take the complexity out of managing your financial life, so you can focus on what truly matters to you and your family.
If you're ready to take control of your financial future, we can design a personalized plan that explains how we can help you reach your financial goals. Contact us today and let us be your trusted partner on the path to financial success.
Location & Phone number
71 Longueville Road, Lane Cove, New South Wales 2066, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Not only helped with the refinance of my loan promptly and efficiently - but constantly kept it at a competitive rate proactively as a high caliber of customer service. I ended up utilizing their other financial services because it was much more effective to have it streamlined through a single communication pathway that integrated all three options."
"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."
"Fantastic team at EFS Strategic, willing to go above and beyond to assist myself and my partner. Would recommend to anyone looking for quality with a personal touch."
"EFS makes everything easy - the staff really got to know me personally and from that made realistic and practical suggestions to help me achieve my financial goals. Great communicators who genuinely have a passion for 'get it done' finance."
"Very impressed with the team at EFS Strategic, they've been a big help to my business as it's grown. Always provided sound accounting and tax advice at each stage of the process, as a result I've referred to a number of friends."
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