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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
  • 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!

Schedule a meeting or call with Stu!