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.
With our comprehensive background we can offer you new solutions.
Tax Time 2019
It’s getting down to the line now, time to get your info together and prepare your 2019 tax return.
We are here to help you.
For others, it will be a gradual, staged approach.
There is so much more to having a good financial position.
We will work with you to improve your financial situation at a pace you are comfortable with.
For some people this will be a comprehensive review and strategic plan.
Whatever your situation, or life stage, we are here to help you.
We’re not just any accountant or financial planner
We cover a range of areas and the key about our depth of expertise is in how we combine all of these together to provide our clients with solutions that are just right for them.
How do we work with you at Excel?
Building Better Futures
At Excel Financial Advisors our focus and passion is to help our clients build better futures for themselves and their families.
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.
Being a small business allows us to learn and understand what is most important to our clients, so we can help you achieve the goals that really matter to you. We listen. We care.
Being small doesn’t mean we can’t look after your needs – we invest heavily in ongoing training and we’ve aligned ourselves with industry experts and leaders across the range of services we provide so we have the best technical and product support to help us deliver our services to you.
Excel Financial Advisors can look after all your needs in the areas of accounting and taxation, financial planning, finance broking and SMSF advice and support services.
We believe small businesses have the power to make a positive impact on our world — to be a “Business For Good”. We believe we can change lives by doing what we do everyday.
What Our Clients Say
“Stuart and Heather are so approachable, we put our trust in them 100% 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, 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!”
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.
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.
“Excel have been looking after our finances for several years now, since then we have never looked back”
Driving the Excel team to do our best
Our partnership with B1G1
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 2000 businesses around the world are members of the B1G1 movement. Read more about our B1G1 impacts here.