What we believe in at Excel Financial Advisors 

It's nearly the start of a new year, have you made your new year's resolutions for your own financial affairs - no time like the present , make you 2017 tax appointment soon so we can help you on your way to meet your financial and lifestyle goals. For items to consider when doing your 2017 tax return, download here. 
T
o find out what can be done to improve your tax liability for the 2017/2018 tax year phone us and make an appointment to sit down together and talk through your specific situation.  The guy at the pub may know bits & pieces but it may be the wrong advice for you.

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 focused 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!

If you need to contact us please email or phone and leave a message and we will return your call.   Please note our office will be closing at noon on 13 December 17 for the holiday break.  We will be back on deck all refreshed on Monday 8 January 2018

In the meantime have a safe & happy holiday season.         


Building Better Futures


 

HOW CAN WE HELP YOU?



Stuart Fitzpatrick - Director
Excel Financial Advisors

02 4934 8844 or 0428 976 696

  

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!                       

"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 to happy to help!