Helping you preserve and grow your personal wealth


Econ Financial Services (“EFS”) is a boutique financial planning firm located in the Sydney CBD. We have been providing advice since 1998 and were granted our own Australian Financial Services Licence in 2005.

Specialising in wealth creation and wealth preservation, EFS is committed to assisting individuals and families who are seeking to preserve and grow their personal wealth. We pride ourselves on keeping it simple and ensuring you understand how your money is being managed.


Our services

Offering you a range of financial services that are tailored to your specific needs.

Meet the team

Meet our dedicated and talented team, here to help and support you as you preserve and grow your wealth. 

Learn More