Retirement Advice Mornington :Independent Financial Planners - Mornington (VIC)

Mark Lam Long time client, very knowledgeable and trustworthy. Is executing my long term strategy with no fuss and is very diligent with my super investments. Consistently outperformed the market.

Seunghyoung I had a great experience with EFS Accounting, particularly with Jackson Lu who helped me prepare my tax return. Jackson is extremely knowledgeable, professional, and friendly. What stood out the most was how easy he was to reach and how responsive he was throughout the process. He took the time to understand my situation and provided tailored advice to ensure I received the best possible outcome. I’m very satisfied with the service and support he provided. I highly recommend Jackson to anyone looking for a reliable and approachable accountant in Sydney!

Bhavin Tanna Working with Mr. Jay Patel for our first home purchase in Australia was an exceptional experience. His professionalism, deep understanding of the mortgage market, and dedication to securing favorable rates made a significant difference. Mr. Patels clear communication, personalized approach, and prompt responses made us feel valued and confident in our decisions. We highly recommend Mr. Patel as a top-notch mortgage broker for anyone seeking exceptional service and financial savings.

Catherine P We have been using Paul for our tax for years, and he is always extremely helpful, efficient, and very reasonable cost.

Ancha Rusk Claire was very helpful and understanding. She helped me throughout my first home buying journey. Quick response to all of my questions and patiently explaining everything I need to know. Can not recommend Claire enough. Thank you Claire so much for all her hard work and will definitely be using her service again for my next property.