Econ Financial Services
Empowering your financial future.
At the Economos Group, we understand that building and preserving your wealth requires more than just tax returns and compliance.
Our financial services division offers tailored advice and end-to-end support — from retirement planning and SMSF structuring to investment strategy and tax-efficient wealth management.
Whether you’re nearing retirement, managing a self-managed super fund, or simply planning long-term growth, our licensed financial advisers provide comprehensive solutions that align with your goals and the evolving regulatory landscape. With EFS, you get clarity, confidence and control over your financial future.
Our services
- SMSF Advice & Structure Planning – Guidance on establishing or restructuring a Self-Managed Super Fund (SMSF), optimal trustee and member structure, and compliance considerations.
- Retirement Planning & Pension Strategy – Creating tailored retirement plans, transition-to-retirement strategies, pension drawdown advice and superannuation optimisation.
- Investment Strategy & Portfolio Advice – Help with asset allocation, diversification, property or share investments inside or outside SMSF, risk assessment, and long-term growth planning.
- Compliance & Regulatory Advice – Keeping you up-to-date with superannuation legislation, compliance obligations, reporting requirements and regulatory changes affecting SMSFs and investments.
- Superannuation & Wealth Consolidation Advice – Helping consolidate super funds, reviewing existing super arrangements, comparing fund performance, and ensuring efficient consolidation or transfer.
- Ongoing Financial Review & Advice – Regular reviews of your financial position, updates to strategy based on life-stage or regulatory changes, and long-term support as your needs evolve.
Contact our financial services team at Econ Financial Services
Economos is staffed by a passionate team of accounting and finance professionals. Our experienced and globally connected Directors oversee a team of over 50 chartered accountants and certified financial advisors who are personally invested in our clients’ success.
