Excel Financial Advisors - Building Better Futures
You may know us by the terms accountants, financial advisers, mortgage brokers, smsf specialists, or property investment specialists, and of course those are the names we're called in the industry and by professional bodies. It's what we're called by the Government and the regulators. Look up the phone book or do a google search and those are the words you will find. But it's not what we do and it's not who we are. We're much more than that. We're in the business of providing financial solutions for our clients.
At Excel Financial Advisors, our purpose is to help you improve your financial position, so you can build a better future for yourself and your family. We do this by working with you to understand your goals, by providing education to improve your knowledge of financial matters, by providing proactive business, tax and financial advice, and by providing you with access to quality investments, products and services.
Why Choose Excel?
- Any accountant can help you minimise taxation
- Any real estate agent can sell you a property
- Any stockbroker can buy shares for you
- Any mortgage broker can get you the financing
- Any Insurance broker can provide you insurance
- Any financial adviser can provide you advice
- Any lawyer can help you set up an estate plan
But very few have the capability and expertise to combine all of these elements into an integrated financial plan that maximises your chance of financial security and success.
Meet Our Director
Stuart has worked in the financial services industry since 1980, including 20 years in the banking sector where he specialised in business finance. He has worked as an accountant both in public practice and in industry, has lectured in banking and finance at TAFE, and has an extensive knowledge of issues affecting small and medium businesses.
Stuart is a member of several professional associations, adhering to their codes of ethics and professional conduct.
For more information, and to meet the whole Excel team, please Click Here
It's not too late to get your 2017/18 Tax Returns lodged if they're done by a tax agent!
Contact us to arrange an appointment now by calling our office on 4934 8844
to view our checklist of items to consider to complete your tax return.
Here is a testimonial from one of our clients, thank you for your feedback!
Stuart has been attending to my taxation and financial needs for more than 10 years. Stuart, Heather and their team have always provided me with quality advice and service, in a range of situations from property investment to estate planning. They offer solid, reliable advice in all financial dealings and their ability to explain complicated issues has helped me greatly to navigate the financial world.
Their excellent customer service is demonstrated by courteous and friendly staff who are capable, confident and up to date with the current financial industry. My trust in this company to help me look after my finances will continue for many more years. Helen Barnett, 8/4/19
If you'd like to see more testimonials, please Click Here
If you wish to leave a review yourself, please click on the image to be taken to the Advisor Ratings website to leave feedback.
Buy1Give1 - B1G1
When you use our services we also do something to help someone else Build a Better Future by providing access to basic needs we take for granted and small giving to empower change.
Please click the logo to find out more information.
Buy Our Book
Being a part of the B1G1 program has been really rewarding to not only those we endeavour to help, but to our Excel team, and has given us exciting opportunities as well - Stuart is now a co-author of an international best seller!
For more information about the book, Better Business, Better Life, Better World - The Movement
, or how to get your hands on a copy, please click the book cover.
Our Giving Impacts (We like to call them Smiles)