What we believe in at Excel Financial Advisors

            

Money isn't everything, but it helps you do the things you want to do.  We believe a better future is based on understanding your financial options and opportunities, and taking the actions needed to succeed.   

We feel we can help you build that better future.  We do this by sharing our knowledge and experience, by helping you uncover your needs and objectives, by providing tailored financial advice, and supporting you take the actions needed to reap the rewards.  Our services are focussed on building your wealth and managing your risks. 

We want to work with people who feel what we do is important to them.  If this sounds like you we would love to hear from you!

We attended the #PAC2016 conference at the Gold Coast in April and were one of 2 runner-ups for the "Service Excellence in an Accounting Business" award.  This was against some Australia wide firms, also firms from UK, NZ, USA and Holland!

           

If you need to contact us please email or phone and leave a message and we will return your call.             


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Thoughts & Inspirations

Stuart Fitzpatrick - Director
Excel Financial Advisors

02 4934 8844

  

Why Choose Excel

  • We help you build a better future

    Our focus is on helping you build a better future, whether by helping you grow your wealth or improve your business profitability, by creating strategies to protect your family against financial hardship, or by helping you achieve your goals and aspirations.

  • We are a one stop shop for all your financial needs

    We are more than just accountants - we can help you finance your home or investment property, insure your most important assets, create and protect wealth, plan for your retirement, and help you run your SMSF with confidence.

  • We don't just do tax

    We don't just do tax returns. We use our knowledge and experience to ensure you pay no more tax than you have to. We offer tax planning advice to our business clients, and educate our clients on the records they need to keep to maximise tax deductions.

  • We are specialists in SMSFs

    We can provide specialist support services to SMSF Trustees across all areas of accounting, compliance, strategy and investments. We provide you with the support and tools to allow you to make the most of your decision to manage your own superannuation.

  • We ease the burden of compliance

    We take complex accounting and compliance matters and explain them in an easy to understand manner. Let us slash the time you spend on compliance issues so you can spend more time on things you would prefer to be doing.

  • We don't believe in surprises

    We will agree the scope of the work and the fee involved up front each time we commence a project for you. The fee will not alter unless the scope of the work changes or the quality and accuracy of the information provided to us is not as described. When a fee does need to change we will discuss this with you as early as possible.


Announcements

        This is what just one of our clients says about us.  There are plenty more!                       

"Since engaging Stuart 9 years ago I have realised this has been one of the best financial decisions I have ever made. Stuart has played an integral part in helping grow our small business & very importantly has helped us set up strategies for our retirement planning. Part of our strategy we purchased a couple of investment properties thru our SMSF which Stuart assisted us in purchasing. With Stuart's expertise I now feel very confident planning for my families financial goals & retirement. "  Louise S 30/9/2015