Welcome to
Excel Financial Advisors
It's Tax Time Now!
Tax Time
Financial Health Check!
5 Minute Check-up
Why Choose Excel?
We're glad you asked.
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?
Tax Time 2021
It’s getting down to the line now, time to get your info together and prepare your 2021 tax return.
Stacey and Kristie will look after you getting everything together for Stuart to review, so just give us a call now to book an appointment 02 4934 8844 or book one directly online here.
Appointments for 2021 tax return will open on 1 August 2021. We need to ensure your employer has lodged STP!!
We also have a checklist of items you’ll need to consider here.
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.
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”
See more testimonials here.
