Welcome to Excel

Welcome to Excel Financial Advisors

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 teaming with industry best businesses to providing you with access to quality investments, products and services.

To make an appointment:

CALL US

Latest Updates

Exclusive Seminar – Invite Only

SEATS ARE LIMITED & BOOKINGS ARE ESSENTIAL.

Specific project/property details will not be discussed at this event.
CLICK TO BOOK YOUR PLACE!

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!

For more information please view details on the main website. Offer expires 31 May 2018.

Important Reminder

If you haven't completed your 2017 tax returns by now there is no time like the present. Make your 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.

To find out what can be done to improve your tax situation for the 2017/2018 tax year phone us and make an appointment to sit down together and talk through your specific situation. CALL US

Services

Accounting & Taxation

  • Accounting
  • Bookkeeping
  • Compliance Services
  • Portfolio Administration Service
  • Taxation Planning and Advice
  • Taxation, GST and FBT Returns

Business Services

  • Benchmarking
  • Bookkeeping/accounting
  • Budgeting
  • Business start-up
  • Cashflow
  • Forecasting 
  • Risk Management
  • Software Solutions
  • Strategic planning

Self-Managed Super Funds

  • SMSF Establishment
  • Annual Returns and audit
  • Compliance Advice & Support
  • Investment Strategies & Advice
  • Estate Planning Strategies
  • Risk Management Strategies
  • Portfolio Management
  • Trustee Education

Financial Planning

  • Wealth Creation Strategies
  • Retirement Income Streams
  • Social Security (Centrelink) Benefits
  • Aged Care Planning
  • Estate Planning
  • Life Insurance and Income Protection

Mortgage Broking

  • Home Loans
  • Investment Property Loans 
  • Business Loans 
  • Development Finance 
  • Leasing, Commercial Hire Purchase & Chattel Mortgages

Property Investor Services

  • Investment Analysis
  • Borrowing Capacity Assessment
  • Pre-Purchase Finance Approvals
  • Ownership Structuring Advice
  • Finance Structuring Advice
  • Income Tax PAYG Withholding Variations
  • Depreciation Reports

Contact Us

Office Hours

Monday – Friday, 9.00 to 5.00.

Appointments outside of these hours may be possible subject to availability.

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