Good financial advice gives you freedom
If you are looking to take control of your finances and to give you piece of mind that you are on the right track to meet your goals, book in now for our free 15 minute phone call to ask us any questions and see how we can help you
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 Level 11, 10 Carrington Street, Sydney NSW 2000.
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
EFS Advice is a holistic financial advice company and was founded by Andrew Reynolds to help Australians take control of their finances and help people to focus on what is really important in their lives.
We 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.
FPA AWARD WINNING
Andy Reynolds won the Financial Planning Association Professional of the Year Award in 2022. This is the most prestigious association and award in the financial planning industry and included interviewing a number of clients. The award shows the amazing work of Andy and his team have done to help improve his clients lives and improve the financial advice industry.