Good financial advice gives you freedom
Welcome to EFS Advice
Welcome to EFS Advice. We are a wholistic financial services firm helping individuals become better with money. You can find our office at 223 Liverpool St, Darlinghurst NSW 2010.
EFS Advice aims to help individuals and families get financially well organised and develop a financial road map so they can reduce money stress and focus on the important aspects of their lives.
Resources and Information
I can help you in 3 easy steps, below!
Get to know you
We get to know you, where you are at now and what you want for your future. Financial advice is about you – and how you can use money to achieve what you want out of life. We call this our Discovery Service.
After going through our Discovery Service we should have a good idea about you, where you are now, where you want to be in the future and what support you need to get you there.
We set financial goals
We help you set clear, achievable, inspiring financial goals and then start to discuss some of the strategies you/we can take to help you achieve these goals.
After this set of meetings we will prepare our financial advice recommendations.
We take action together
We go through our advice with you and begin implementing your plan and coaching to make sure you can achieve your goals.
During this step we’ll make sure you have the right strategies in place and you build the right money skills to take financial control of your life. Often this involves automating your finances to ensure you stick to your plan.
We want you to achieve your financial goals (and therefore and more importantly your lifestyle goals) with the least amount of risk possible.