Business Details
Trusted Accounting & Wealth Management Services in Greenwich
At EFS, we are dedicated partners in your financial journey, committed to delivering tailored solutions that secure and grow your wealth. With decades of collective experience, our team of accredited professionals specialises in accounting, tax advisory, wealth management, and business strategy. We prioritise client goals through transparent, innovative approaches, ensuring compliance while minimising financial risks.Our expertise spans SMEs, high-net-worth individuals, and multinational clients, supported by a culture of proactive service and technological agility. Recognised for our client-centric philosophy, we simplify complex financial landscapes, from superannuation planning to business growth strategies, empowering clients to achieve long-term financial freedom.
Services
Accounting Services
Wealth Management
Business Advisory
Tax Compliance
Superannuation Planning
Mortgage Broking
Financial Advisory
Investment Strategy
Corporate Tax
Startup Guidance
Highlights and features
- We offer tailored financial roadmaps prioritising your goals
- Our team has over 100 years of collective industry experience
- We implement a client-centric service culture without sales pressure
- Our expertise spans accounting, tax, and wealth management solutions
- We provide proactive support for business growth and financial security
What people say
Invaluable advice
Proactive team
Highly recommended
Expertise in growth
Trusted partnership
Services
Accounting Services
Our accounting services provide comprehensive financial management for businesses and individuals. Specialising in tax compliance, bookkeeping, and financial reporting, we ensure regulatory adherence while optimising financial outcomes. With Chartered Accountants and tax advisers, we deliver tailored solutions for SMEs and high-net-worth clients across Sydney's North Shore.
Wealth Management
Wealth management services focus on long-term financial growth through strategic investment planning. Our advisers create custom portfolios aligned with personal goals, offering risk management and tax-efficient strategies. With CFP-designated professionals, we help clients build sustainable wealth across generations through holistic financial planning.
Business Advisory
Business advisory services support entrepreneurs from establishment to expansion. We provide financial roadmaps, cash flow management, and growth strategies tailored to SMEs. Our team combines accounting expertise with operational insights to help businesses navigate challenges and capitalise on opportunities in competitive markets.
Superannuation Planning
Superannuation planning services simplify retirement savings decisions for individuals and businesses. We offer SMSF management and strategic advice on contribution optimisation. Our specialists ensure compliance with regulatory requirements while maximising retirement outcomes through personalised superannuation solutions.
Mortgage Broking
Mortgage broking services connect clients with optimal property finance options. With experienced brokers, we negotiate competitive rates for residential and investment loans. Our approach considers long-term financial goals, ensuring mortgage solutions align with overall wealth management strategies for property owners.
People
David Harrison
Chairman
David has 25+ years in public practice accounting, specialising in business growth strategies for SMEs. He combines technical expertise with sports industry insights as a lifelong Rabbitohs supporter.
Joel Harrison
Managing Director
Joel is an accredited financial adviser with 10+ years' experience in tax, accounting, and business operations. He focuses on tech-enabled enterprises and scalable business models while maintaining creative interests in theatre.
Adrian Dorca
Director | Accounting & Tax
Adrian is a Chartered Accountant with decade-long expertise in taxation and business advisory for SMEs and high-net-worth individuals, delivering professional service through technical precision and strategic thinking.
Theunis Holl
Director | Accounting & Tax
Theunis brings 20 years of international accounting experience across diverse industries, specialising in strategic business advisory for startups to multinational corporations with a client-focused approach.
Nick Talley
Director | Private Wealth Adviser
Nick has 14 years in financial services, combining agricultural economics expertise with CFP accreditation to deliver comprehensive wealth management solutions while maintaining active involvement in golf.
Questions
What accounting services does EFS offer?
EFS provides comprehensive accounting services including tax compliance, bookkeeping, financial reporting, and business advisory for SMEs and individuals across Sydney's North Shore.
How can EFS help with superannuation planning?
Our specialists simplify superannuation decisions through SMSF management, contribution optimisation, and retirement strategy planning tailored to individual circumstances and regulatory requirements.
Do you offer business advisory services for startups?
Yes, we provide tailored startup guidance including financial roadmaps, cash flow management, and growth strategies to help new businesses establish and scale effectively.
What wealth management credentials do your advisers have?
Our team includes CFP-designated professionals and registered tax advisers with advanced diplomas, delivering holistic wealth strategies backed by industry-recognised qualifications.
Are your mortgage broking services free?
We receive commissions from lenders, allowing us to provide mortgage broking services at no direct cost to clients while maintaining transparent advisory processes.
Reviews (7)
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.
Jordan Harrison
Jan 27, 2019
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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.
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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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.
Bella Bridgeford
Sep 24, 2015
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Working with Adrian and the team at EFS Strategic helped me get a better understanding of where my business was at. I had fallen behind with my tax and didn't know where to start so it was great to have a team that you could help me get everything back on track.
Simon Kennedy
Dec 05, 2014
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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.
Kevin Kirkpatrick
Aug 22, 2014
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I'm a medium type businessman. I feel a lot of problem of my business with my accounts. Then i know about EFS Strategic form my relative. I have taken help from them. And they solve my problem easily. They are also so co-operate. Highly Recommended.
