Services We Provide

Accounting & Taxation

We can help you clear the hurdles you encounter and make the most of your opportunities by providing assistance with:
  • Accounting
  • Bookkeeping
  • Compliance Services
  • Portfolio Administration Service
  • Taxation Planning and Advice
  • Taxation, GST and FBT Returns
Find out more

Business Advisory Services

We make your numbers meaningful and can help you set and monitor the key performance indicators of your business:
  • Business Start-Ups
  • Benchmarking
  • Budgets and Cash Flows
  • Information Technology
  • Risk Management
  • Strategic Planning
  • Succession Planning
Find out more


SMSF's are our forte. We can provide assistance to SMSF trustees across all aspects of their superannuation fund.

We specialise in:
  • SMSF Establishment
  • Annual Returns and audit
  • Compliance Advice & Support
  • Investment Strategies & Advice
  • Estate Planning Strategies
  • Risk Management Strategies
  • Portfolio Management
  • Trustee Education
Find out more.

Financial Planning

We all have different levels of knowledge about financial matters, and some people require more assistance with their financial affairs than others.

We can help you with:

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


Excel Financial Advisors Pty Ltd provide our clients with access to a broad range of finance solutions including:
  • Home Loans
  • Investment Property Loans
  • Business Loans
  • Development Finance
  • Leasing, Commercial Hire Purchase & Chattel Mortgages
We can add significant value to our client's finance requirements by sourcing, originating and structuring the facility to best suit our clients individual needs.

Find out more.

Property Investor Services

We can assist property investors with a wide range of services, including:
  • Investment Analysis;
  • Borrowing Capacity Assessment;
  • Pre-Purchase Finance Approvals;
  • Ownership Structuring Advice;
  • Finance Structuring Advice;
  • Income Tax PAYG Withholding Variations;
  • Depreciation Reports;
Through our referral partners we can even help you find the right investment property.

Find out more.