Stuart is proud to be a long standing member of Adviser Ratings
Adviser Ratings provides an online and transparent platform for Australians seeking financial advice to find a good and credible match. At Excel Financial Advisors we are happy to promote financial empowerment both for clients and for the industry. That is why we maintain our membership year after year and we are very pleased to receive at 4.95 star review rating!
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Some of our Adviser Ratings Reviews
“Stuart has been attending to my taxation and financial needs for more than 10 years.
Stuart, Heather and their team have always provided me with quality advice and service, in a range of situations from property investment to estate planning. They offer solid, reliable advice in all financial dealings and their ability to explain complicated issues has helped me greatly to navigate the financial world. Their excellent customer service is demonstrated by courteous and friendly staff who are capable, confident and up to date with the current financial industry.
My trust in this company to help me look after my finances will continue for many more years.”
“We had done our own research on some changes we were wanting to take for our family and needed a professional to check it over to make sure we weren’t missing something and were happy with some input and suggestions that we may of not though of.
Stuart was exactly what we needed, we explained the situation and we went through everything we had done and Stuart was able to work through a couple of options with us and we walked away feeling happy and confident that we were on the right track and even had a new idea that we didn’t think was possible.
Down to earth advice with out being bamboozled thank you both Stuart and Heather you make a great team.”
“Excel Financial Advisors have been managing our financial portfolio for the past 18 months.
During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the ‘dos and don’ts’ when it comes to property investment.
After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property.
Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support.
For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors.