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Office Hours
Monday – Friday, 9.00 to 5.00.

Appointments outside of these hours may be possible subject to availability.



  • PO Box 16, Karuah, NSW, 2324

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!

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
  • 30 kms from Stroud
  • 30 mins from Raymond Terrace
  • 30 mins from Clarence Town
  • 40 mins from Maitland & Williamtown airport
  • 60 mins from Newcastle
  • 2 hour and 30mins north of Sydney

Doesn’t matter where you are, we can have conversations with you over the internet with our smart technology.

At present we have limited times available for existing clients only.

Due to overwhelming support from our existing clients we have limited times available for meetings.

Should you wish to meet with us you will now need to contact our office for any appointments

rather than making them online. Sorry, but existing clients only.

Thankyou for you continued support

Stuart & Heather

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