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Your Life

We are your trusted experts and leaders in retirement planning for Mackay and surrounding regions. Our team is experienced in providing financial planning services to pre-retirees and retirees.

We support our clients to make confident decisions about their financial and lifestyle goals, to set up their best retirement without limitations.

At EFS, it’s all about you.

Winning Aspiration

“It’s about YOU living your best life”. We are here to support, guide, and instil confidence in every life decision.


Our vision is to be recognised as a leader of financial advice and services in the eyes of our people, our clients, our community, and our profession.

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Directors’ Commitment

Our director’s commitment to the team, clients, and the Mackay region, is reflected through their ongoing success and reputation within the community. Our directors take the time to explore every client’s recent life event, learn about their life priorities and deep dive into their personal, professional, and financial goals.

Above all else, they are committed to championing each client with an outlook that is considered unique to our industry.

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Left to Right: James Wortley // Scott Jamieson // Michael Thackray


Secure your dream retirement.

We know how hard you’re working to create the financial security you need for your future.

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We know how hard you worked.

It’s WHY we believe your future should be the one you deserve.

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All the staff at EFS are helpful and professional. I know I can go to them with any questions, and it will not be too much trouble for them.

EFS has turned our lives around. They truly invested in our success both financially, professionally, and personally.

We have been with EFS for more than 12 years and we have complete confidence that EFS is an excellent financial management group.

Over the last couple of years, we have met with Brendan, James & Scott and have found them all to be very easy to talk to, understanding and knowledgeable. We have been completely at ease in working with EFS.

Supporting the Community

As a proud local business, we recognise the support and trust given to us by our community over the past two decades and we have given back $40,000 over the last five years to the Mackay region, through well-deserving community groups, sporting clubs and charity organisations.

As a united team, it’s important to us that we support local organisations and charities where we can make a real difference and have a positive impact for those groups and individuals who need it most.

Our focus is not only on providing a strong financial future for our clients, but also in building a strong future for our community.

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