Excel Financial Advisors - Building Better Futures!
Welcome to Excel
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. It's what gets us up in the morning and drives us throughout the day.
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.
Helping you improve your financial position to give you the ability to choose what you want to do, is what gives us the most satisfaction in our work.
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.
Together we can make a difference.
Call the team on 02 4934 8844 or
Why Choose Excel
Need help with your finances? Here's something to consider...
- 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.
Our director, Stuart Fitzpatrick, is a Certified Practising Accountant (Financial Planning Specialist), SMSF Specialist Advisor™, Certified Financial Planner®, Qualified Property Investment Adviser® & Mortgage Broker.
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.
This is what just one of our clients says about us. For more testimonials, click here!
"Excel Financial Advisors have been managing our financial portfolio for the past 18 months. During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the 'dos and don'ts' when it comes to property investment.
After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property.
Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support.
For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors. Thanks again team!"- Kellie & Daniel Frost - 17/12/2017
Thanks Kellie & Daniel for the kind words - only too happy to help!
Exclusive Seminar: Invite Only
Australian Property Market Update
In this highly entertaining & informative 2 hour seminar you'll learn many of the secrets of successful property investing & how to grow your wealth through investing in property.
Save the date!
Wednesday 2 May 2018
6.30 – p.m. at East Maitland
Venue details to be announced soon.
This seminar is strictly by invitation only.
If you would like to find out more information, or to reserve a seat; Send us an Email
Financial Health Checks
Three of the most common questions we're asked are:
- Will I have enough for a comfortable retirement?
- Can I afford to buy a home or investment property?
- Can I get a better deal on my mortgage?
Let us help you find out with one or more of our complimentary
financial health checks!
Click the link of your main area of interest to find out more:
Yes, this is a free service, but only for a limited time. Offer expires 31 May 2018.
If you haven't completed your 2017 tax returns by now, there is no time like the present to do them!
For items to consider when doing your 2017 tax return, download here.
To find out what can be done to improve your tax situation, Contact Us
and make an appointment so we can help you on your way to meet your financial and lifestyle goals.