Welcome to Excel Financial Advisors

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It's Tax Time Now!

Tax Time 2019

Get your tax done!

Financial Health Check!

5 Minute Check-up

Start here!

Why Choose Excel?

We're glad you asked.

More about Excel.

At Excel we do things differently

We’re not your typical accounting firm. Sure, we provide tax advice and look after tax compliance, but our focus is helping you create and protect wealth so you have the financial means to achieve your goals. We do this with tailored advice, education, and access to quality services and products.

  • Any accountant can help save you tax
  • Any real estate agent can advise you on property
  • Any mortgage broker can get you financing
  • Any stockbroker can buy shares for you
  • Any insurance broker can recommend you insurance
  • Any financial adviser can provide you advice
  • Any lawyer can advise you in the set up of an estate plan
Welcome to Excel from Stu

 

With our background, we have the capability and expertise to combine all of these elements into an integrated financial plan which can maximise your chance of financial security and success.

We are here to help you

We don’t just do accounting and tax — far from it.
For others, it will be a gradual, staged approach.

There is so much more to having a good financial position.

We will work with you to improve your financial situation at a pace you are comfortable with.

For some people this will be a comprehensive review and strategic plan.

Whatever your situation, or life stage, we are here to help you.

 

Tax Time 2019

It’s getting down to the line now, time to get your info together and prepare your 2019 tax return.

Stacey will look after you getting everything together for Stuart to review, so just give her a call now to book an appointment 02 4934 8844. Or book one directly online here. We also have a checklist of items you’ll need to consider here.

How do we work with you at Excel?

Driving the Excel team to do our best

Our partnership with B1G1

We are proud to be a premium partner of the Global Giving Initiative of Buy1Give1. This means that whenever we do business with our clients, something great happens. We know we can’t change the world by ourselves, but collectively we can all make a big difference. Over 2000 businesses around the world are members of the B1G1 movement. The counter on the right shows the collective positive giving impacts to date.

Ready to Take the Next Step?

Schedule a meeting or call with Stu!