Please send any physical documentation to our PO Box. Everything else, please upload online through our secure Dropbox.
Excel Financial Advisors is located on our property, Warreen at The Branch, roughly 6 kms along The Branch Lane (Via Karuah).
It is sign posted with both the business and property name. We have plenty of parking space, and room for the dog to run around while we are meeting! We only ask that if the front gate is closed when you arrive, that you close it behind you when entering and leaving.
The cows will thank you!
How Can We Help?
Message us here or send an email and we’ll get back to you.
Where is The Branch anyway?
It’s very close to Karuah, which makes us located in the beautiful Port Stephens/Hunter Valley area of NSW. We enjoy the country surrounds with quick access to metro areas. Some reference points around our part of the Great Lakes –
10 km north of Karuah
25 km from Tea Gardens
25 kms from Stroud
30 mins from Raymond Terrace
30 mins from Clarence Town
40 mins from Williamtown airport
60 mins from Maitland & Newcastle
2 hours north of Sydney
Doesn’t matter where you are, we can have conversations with you over the internet with our smart technology.
Ready to take the next step?
You might want to schedule some time for a meeting with Stuart.
Pick a time that suits, let us know if you are coming to our office at The Branch or if you prefer over the phone or by video conference.
We’ll send you an email confirming these details and then we’ll meet!