It’s always nice to hear you’ve been able to help someone.
Here’s what some of our clients have had to say about us.
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We appreciate it very much.
“Stuart, Heather and their team at Excel aren’t just concerned with numbers on a page, they consider all aspects of their clients lives when determining the best financial strategies for them. The advice they give not only suits you short term, it also aligns with long term goalscomplementing successful future planning. I highly recommend this business and can’t wait to see what we can achieve together next! Great work team! (Did I mention they also have the best office views in NSW?)”
– Steve, April 2020
– Denise Haynes – R & R Property 30/11/2019
“Stu is the only guy I would trust with my financial future. And for everything I do with Stu, he makes a donation to help the underprivileged. Highly recommended”
– Elissa, 15/01/2020
“Excel have been looking after our finances for several years now, since then we have never looked back”
– Ray & Pauline, 28/10/19
“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!”
– 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, 5/4/19
I have used Excel Advisors for over 12 years to prepare my Self Managed Super Fund.
Stuart really keeps up with the latest legislation by attending numerous courses and has helped me structure my activities in the most optimal way saving me many thousands of dollars.
Although I live in Sydney I prefer to use Stuart due to his professionalism. Also his fees are reasonable compared to the same services in Sydney.
– Byron, 5/4/19
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.
– Helen, 8/4/19
Stuart, Heather and the Excel Financial Advisors’ team are a first class, professional group that provide both taxation and financial advice to improve your financial situation.
Because they are a family owned and operated business, they have the ability to focus on your situation, but at the same time, have the connections within the greater financial advisory market, to relate their advice on a more national and international understanding.
They have made a significant difference to our financial stability comfort level, now that we are retired, due to their sound advice and proactive methodology to tailor our needs to our situation. You are not just a client number, but a friend who they care about.
– Paul, 8/4/19
Stuart, Heather and their team are lovely and incredibly helpful.
They know their stuff and have not only started us on our journey to becoming property owners in Australia but also given us ideas about our future business goals as well as bringing to our attention all the things that are helpful (and important!) to know about our future travel plans and overseas property.
They covered everything and I mean EVERYTHING! After searching for a financial advisor for the last couple of years and getting nowhere, I’m so glad I came across Stuart and Heather. I would highly recommend and will absolutely be using them for anything finance related in the future. They are genuinely lovely people.
– Marie, 27/02/19
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.
– Amanda & James, 19/02/18
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 positionand 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. Thanks again team!
Kellie & Daniel – 11/12/17
I have been Stuart’s client for over 10 years and have found him a reliable, and trustworthy accountant, tax advisor, and financial advisor for my Self Managed Super and private investments.
I would highly recommend him to friends and relatives.
And have enjoyed working with him on many facets of my financial planning and estate management.
– Helen 9/1/16
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.
I visited Stuart to determine if a SMSF was suitable for me.
He spent well over an hour looking at my current position and advised me that it was not a viable option at this point in time, even though this meant doing himself out of business. Thanks for your honesty Stuart.
– Anthony 29/1/16
Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this.
Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you.
–Tony – 29/3/16
I found Stuart very knowledgeable, listening to my needs, and then helping me understand the options available in early retirement.
Now, I feel more confident taking control of future needs in retirement, knowing that Excel is there to help and advice along the way.
I would not hesitate in recommending Stuart (Excel Financial Advisors) for anyone looking to understand available strategies to build a better future for all your financial matters.