Financial Advice






Welcome to Elias Financial Services

Since its formation in 1958, Elias Financial Services of Sydney has been at the forefront of accounting and financial planning,
providing our clients with a broad range of services, coaching, and mentoring.

As a successful Australian-owned business we understand the challenges you face, from making effective business decisions to maximising your net worth.

We take the time to listen to our clients and translate our observations into practical, useful recommendations that help individuals and businesses grow and prosper.
We explain and minimise the complexity of any situation using clear, simple terminology. We provide sound financial planning and reporting to meet your current requirements
and those that develop as your goals change. This blend of expertise and motivation is the driving force behind our success.

Please contact us for a discussion on how we may be able to help you.

  • The EFS team are totally dedicated to providing the very best customer service and easy to understand advice in all aspects. The investment advice I have received has proven time and time again to be extremely knowledgeable and well researched. Additionally the way in which EFS are able to assist me in any financial issue no matter how large, small or diverse provides me with complete confidence that I am dealing with a professional team...

    Ray Dummett, Melbourne

  • I have known Jason in a professional context for a period of time. On one of our early meetings we were informally speaking about my young family when I mentioned that I still needed to top us my life Insurance and also apply for income protection, as at that point I didn't have any...

    Danny, Business Development Manager

  • I found a company who was interested and sympathetic to my situation. How best to plan for my retirement, how best to proceed from a taxation point of view, how to make the most of money I did have....Thank you EFS I highly commend your business to any person seeking financial advice and retirement planning...

    Rosalind Fairbairn, Turramurra

  • I have been a Client of Elias Financial Services for 24 years, and have always found them to be very competent and professional. EFS has striven to ensure my Accounting, Investment and Insurance needs are looked after, are relevant and are up-to-date...

    Robert Wulff, Griffith Hack - Patent and Trade Mark Attorneys

  • We've relied on Elias Financial Services for investment, mortgage and insurance advice for over ten years. During that time our needs have matured from two young employees to a family of 5 running a professional services business...

    Alister and Leisa Bayston, The Bayston Group - Melbourne

What's New

The Count Report - Autumn 2017

Issue 127 - What is...? Investment terms explained - Seven ways to get more out of retirement - Health and wellness tips.

February 2017

Informing you this month - Investing in property: is it right for you?

Self Managed Super Funds

This fact file simplifies some of the key areas you need to know about managing your own Superannuation Fund.

Insurance Guide

Read this simple guide from one of our recommended Insurer's - Asteron Life - on Understanding Insurance.

BT Life Insurance

Paula Bourke, the National Claims Manager with BT Life Insurance prepared this short video about the 5 things you should know about Insurance.

Client Tools

View our handy online tools and resources. 


Contact Us

Level 4, 255 Castlereagh Street,
Sydney NSW 2000,
Find us on the map
Phone: 02 9264 3084