Business Details
Trusted Accounting & Wealth Management Services in Greenwich
At EFS, we are dedicated partners in guiding clients toward financial success through personalized, expert advice. With decades of collective experience, our team of accredited professionals specializes in accounting, tax strategy, wealth management, and business advisory services. We prioritize client goals, offering tailored financial roadmaps that align investments with personal and professional aspirations. Our commitment to transparency and client-centric service fosters trust, ensuring clients achieve long-term growth and security.We serve businesses and individuals across the Lower North Shore, combining local market knowledge with innovative solutions to minimize tax liabilities, optimize superannuation, and streamline financial operations. Our culture of proactive support and strategic planning positions us as a trusted partner for navigating complex financial landscapes.
Services
Accounting
Wealth Management
Business Advisory
Superannuation
Lending Solutions
Bookkeeping
Payroll Services
Estate Planning
Insurance Advice
Highlights and features
- We offer over 100 years of collective experience in accounting and financial advisory services.
- Our tailored financial roadmaps prioritize your personal and business goals.
- We specialize in simplifying complex superannuation and tax strategies.
- Our client-centric approach ensures transparent, proactive support.
- We serve local businesses across the Lower North Shore with industry-specific expertise.
What people say
Invaluable advice
Proactive team
Highly recommend
Long-term support
Expert tax guidance
Services
Accounting
Our accounting services provide SMEs and individuals with accurate financial reporting, tax compliance, and strategic advisory. We minimize liabilities through tailored BAS, IAS, and PAYGW solutions while ensuring ATO audit readiness. With expertise in statutory records and Xero software, we streamline financial operations for long-term business growth.
Wealth Management
We design wealth management strategies focused on intelligent asset allocation and risk management. Our globally diversified portfolios leverage Nobel Prize-winning research to grow and protect client assets. We offer ongoing investment management, market analysis, and bespoke opportunities aligned with individual financial goals and lifestyle aspirations.
Business Advisory
Our business advisory services combine financial expertise with operational insights to drive growth. We assist with valuations, mergers, acquisitions, and strategic planning while optimizing tax structures. Tailored roadmaps help businesses navigate expansion, succession planning, and capital raising challenges in competitive markets.
Superannuation
We specialize in self-managed super funds (SMSFs) and personal super solutions. Our services include investment strategy development, pension phase transitions, and insurance structuring. We help clients consolidate accounts, retrieve lost super, and implement tax-effective retirement plans tailored to their unique financial circumstances.
Lending Solutions
Our mortgage and business finance brokers secure competitive lending solutions for property and investment needs. With 25+ years of banking experience, we negotiate optimal terms for residential, commercial, and development loans. We specialize in structuring debt solutions that align with clients' broader wealth management objectives.
People
David Harrison
Chairman
With 25+ years in public practice, David provides strategic leadership in accounting and business growth. He specializes in tax advisory for SMEs and combines technical expertise with a passion for client success.
Joel Harrison
Managing Director
An accredited financial adviser and entrepreneur, Joel delivers innovative business solutions. His decade of experience spans multinational clients and tech startups, focusing on scalable, value-driven growth strategies.
Adrian Dorca
Director | Accounting & Tax
A Chartered Accountant with specialist tax knowledge, Adrian advises SMEs and high-net-worth individuals. His expertise in superannuation and business enterprise solutions ensures comprehensive client service.
Theunis Holl
Director | Accounting & Tax
With 20 years in public practice, Theunis serves diverse industries including medical, legal, and property sectors. He focuses on strategic business advice and achieving clients' personal financial objectives.
Brad Matthews
Investment Committee Chair
Former AMP Head of Investment Strategy, Brad leads portfolio construction with 30+ years in finance. His risk-based approach ensures alignment with EFS's investment philosophy and client goals.
Questions
What accounting services does EFS offer?
We provide BAS/IAS/PAYGW reporting, financial statements, ATO audit management, Xero implementation, and statutory compliance for businesses of all sizes.
How can EFS help with superannuation?
We offer SMSF establishment, pension planning, super consolidation, and insurance structuring to optimize retirement savings through personalized strategies.
Do you provide business growth advisory?
Yes, our services include valuations, mergers & acquisitions, strategic planning, and capital raising to support business expansion and succession.
What lending solutions are available?
We arrange residential, commercial, and business loans with competitive terms, leveraging 25+ years of mortgage brokerage expertise.
