Welcome to
Excel Financial Advisors

It's Tax Time!

Are you ready?

View our Tax Checklists!

Why Choose Excel?

We're glad you asked!

Find out more about Excel Financial Advisors!

At Excel, we do things differently!

We’re not your typical accounting firm! Sure, we provide tax advice and look after tax compliance, but our focus is helping you create and protect wealth so you have the financial means to achieve your goals! We do this with tailored advice, education, and access to quality services and products.

  • Any accountant can help save you tax

  • Any real estate agent can advise you on property

  • Any mortgage broker can get you financing

  • Any stockbroker can buy shares for you

  • Any insurance broker can recommend you insurance

  • Any financial adviser can provide you advice

  • Any lawyer can advise you in the set up of an estate plan

With our background, we have the capability and expertise to combine all of these elements into an integrated financial plan which can maximise your chance of financial security and success.

How can we help you?

our services

2024 tax is now in full swing!

We are currently taking appointments for existing clients only.
Please contact us at admin@exceladvisors.com.au to book an appointment.
We also have a checklist of items you’ll need to consider here!

Don’t forget! SMSF Administration and lodgement of returns are our speciality!

Disclosure Under tax agent services (code of professional conduct) determination 2024

Our Giving Impacts

We are proud to be a premium partner of the Global Giving Initiative of Buy1Give1.

This means that whenever we do business with our clients, something great happens!

We know we can’t change the world by ourselves, but collectively we can all make a big difference!

Over 2900 businesses around the world are members of the B1G1 movement!

Learn more about our impacts!

What Our Clients Say

“We put our trust in them 100%! Stuart and Heather are so approachable. We struck it lucky the day we booked an appointment to see Stuart, since then we have been with them for years even after we moved from NSW. In today’s climate when interest rates are pathetic for retirees and the share market unreliable, if you don’t want to lose your hard-earned money through cost of living alone, go see Stuart, he will help you enormously!”
Pauline, 1/4/19
Stuart and Heather are a wealth of knowledge and have helped us greatly over the last 3 years with our tax, superannuation, investments and buying and selling houses.

We trust them implicitly.

So down to earth and always accessible. We really value and appreciate their guidance!

Alana, 4/5/19

Stuart is an expert in the self managed super area and has been extremely proactive in structuring my super fund so as to minimize taxes and maximize return.

As a qualified accountant myself I have enormous respect for Stuart’s skills which are enhanced and maintained by regular ongoing professional development.

Byron , 11/2/16
“Excel Financial Advisors have been looking after our finances for several years now. Since then, we have never looked back!” 
Ray & Pauline, 28/10/2019

See more testimonials here!