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Empowering Financial Freedom - Your Partner in Success
EFS is a trusted financial services provider, guiding individuals and businesses in Lane Cove and beyond towards financial success. We believe in creating personalized roadmaps that empower you to achieve your financial goals.
Who We Are
Our team of experienced professionals boasts a deep understanding of finance, encompassing accounting, taxation, wealth management, and business advisory. We are passionate about providing tailored solutions that address your unique needs and aspirations. We prioritize open communication, transparency, and client-centered service to forge lasting partnerships.
What We Offer
EFS offers a comprehensive suite of financial services:
For Individuals
- Accounting & Taxation: Navigate tax obligations with confidence and maximize your refunds.
- Wealth Management: Secure your financial future through strategic investments and financial planning.
- Superannuation: Optimize your superannuation contributions and maximize returns.
- Loan Management: Secure financing solutions for your property, investment, or business needs.
For Businesses
- Business Advisory: Strategic guidance on business management, growth strategies, and risk mitigation.
- Bookkeeping & Payroll: Streamline your financial operations and save valuable time.
Why Choose EFS?
- Client-Centric Approach: We prioritize your goals and work collaboratively with you to achieve them.
- Custom Financial Roadmaps: We craft personalized plans based on your unique needs, circumstances, and aspirations.
- Transparency & Integrity: We prioritize open communication and ethical practices in all our dealings.
- Results-Oriented: We track performance, offer feedback, and proactively adapt your plan as needed.
Empowering Your Financial Success
EFS is more than just a financial services provider. We are your trusted partner on your journey to financial freedom. We empower you to make informed financial decisions, control your financial future, and achieve your dreams.
Overall Experience
The reviewers have generally had a positive experience with EFS Strategic, praising the friendly and helpful team, responsive service, and effective financial advice. They appreciate the personalized approach, clear guidance, and proactive approach to their financial needs.
Key Strengths
- Friendly and helpful team members
- Responsive and proactive service
- Effective financial advice and guidance
- Personalized approach
- Clear communication
Fees and Prices
One reviewer experienced an unexpected increase in fees, which led to them leaving the company. The reviewer felt priced out and suggested that smaller clients should be aware of potential price increases.
Dealing with Accountants
Reviewers have generally had a positive experience with the accountants at EFS Strategic, finding them to be helpful, friendly, and professional. They appreciate the effort that the team puts into understanding their needs and providing tailored solutions.
Conclusion
EFS Strategic seems to be a reputable and professional accounting firm, with a strong reputation among its clients. The majority of reviewers have had a positive experience with the company, appreciating the friendly and helpful team, responsive service, and effective financial advice.
