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Welcome to Elias Financial Services

Since its formation in 1958, Elias Financial Services of Sydney has been providing accounting, taxation, estate planning, asset protection and investment advice to a broad range of family business and investment clients.

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 planning and reporting solutions 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 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 Trademark 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

Informing YOU

Your end of financial year checklist 


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