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Financial and Investment Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, New Zealand and overseas shares, managed investment funds, and more.

Don't take unnecessary risks with your future - Allow the professionals at EFS Accounting to guide you towards achieving your financial goals!

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What We Do

We provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and establish a one-on-one relationship with each of our clients.

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Who we are

At EFS Accounting Ltd we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Tool Box

View our handy online tools and resources. Including Key Dates, Tax Facts and Online Calculators.

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Meet The Team

Chris Sole
F.C.A – Director
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Sally Furssedonn
C.A. – Director
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Lorraine Offord
A.C.A - Operations Manager
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Glenys Schreiber
C.A.
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Justin Conaglen
C.A.
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Karen Peters
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Andrea Bell
A.T
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Judy Ross
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Kurt Sole
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Jessica Tonks
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Sade Gillespie
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Kaye Dowling
(The Boss)
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