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Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo

02 4934 8844

Your Accountant, Financial Planner, Super Specialist and more

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  • Home
  • About Excel
    • Our Beliefs
    • Our Team
    • Our Impact – B1G1
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Get Started
    • 5 Minute Financial Health Check
    • About you Questionnaire
    • Goals Questionnaire
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
  • Resources
    • Forms and Checklists
    • Calculators
    • Quick Links Page
    • Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
    • Yield Report
    • Finance News Network
  • Contact Us
  • Home
  • About Excel
    • Our Beliefs
    • Our Team
    • Our Impact – B1G1
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Get Started
    • 5 Minute Financial Health Check
    • About you Questionnaire
    • Goals Questionnaire
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
  • Resources
    • Forms and Checklists
    • Calculators
    • Quick Links Page
    • Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
    • Yield Report
    • Finance News Network
  • Contact Us
New Client EmailExcel Financial Advisors2021-09-09T13:21:59+10:00

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Welcome to Excel Financial Advisors

 

Hi

Thank you for your call earlier. In order for you to get the most out of this first meeting there are a few things we ask you to complete. Please ensure you click on each *button* to take you to the required steps we need completed. Once we have received the information we will be in contact with your to schedule a meeting.

The first meeting will be $330.00 (incl GST).

Kind Regards
The Excel Team

 

STEP 1 - 5 Minute Health Check

The 1st questionnaire is the “5 Minute Financial Health Check” - which will literally only take a few minutes. It will help to confirm your priorities. It asks a series of questions which you simply need to click on your response – between 1 & 4 depending on whether you believe you do or don’t require further advice. By the way, if there are any areas which AREN’T relevant simply choose the “N/A” option. When you have answered all the questions you will be asked to “submit” this information which will be automatically sent to us.

 

 

STEP 2 - About you Questionnaire

The 2nd questionnaire is the “About You Questionnaire”. This will take no more than 15 minutes. It will enable you to provide key information and explain your current financial position. Once completed, you will be asked to “submit” the form.

*Click here to start both Questionnaires*

 

 

STEP 3 - Financial Services Guide

This 3rd step will take you to sign our "Financial Services Guide". This Financial Services Guide FSG) - Part 1, together with the Adviser Profile - Part 2, are designed to help you get to know InterPrac Financial Planning Pty Limited and our Authorised Representative (Adviser), a little better. This will help you decide whether you would like to use our financial services and explain what to expect and how much you can expect to pay for those services.

*Click here to sign the FSG*

 

Excel Financial Advisors

Excel Financial Advisors Pty Ltd holds Australian Credit Licence No: 392277.

02 4934 8844

admin@exceladvisors.com.au

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Excel Financial Advisors Pty Ltd is a CPA Business. 

Liability limited by a scheme approved under Professional Standards Legislation.

Excel Financial Advisors Pty Ltd is a Corporate Authorised Representative 288993 of Interprac Financial Planning Pty Ltd, ABN 14 076 093 680 AFSL No. 246638.

 

© Copyright 2014 - 2019 | Excel Financial Advisors Pty Ltd | All Rights Reserved
ABN 97 101 135 942 | Australian Credit Licence No: 392277

1270 The Branch Lane, The Branch NSW  |  PO BOX 16 Karuah NSW 2324

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Excel Financial Advisors Pty Ltd holds Australian Credit Licence No: 392277.
 CPA Australia Public Practice Logo Excel Financial Advisors Pty Ltd is a CPA Business.

Liability limited by a scheme approved under Professional Standards Legislation.

Interprac Logo Excel Financial Advisors Pty Ltd is a Corporate Authorised Representative 288993 of Interprac Financial Planning Pty Ltd, ABN 14 076 093 680 AFSL No. 246638.

Our Contacts

PO Box 16 Karuah NSW 2324

Phone: 02 4934 8844

Email: admin@exceladvisors.com.au

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