Money isn’t everything, but it helps you do the things you want to do. We believe a better future is based on understanding your financial options and opportunities, and taking the actions needed to succeed. We feel we can help you build that better future. We do this by sharing our knowledge and experience, helping you uncover your needs and objectives, providing tailored financial advice, and supporting you take the actions needed to reap the rewards. Our services are focussed on building your wealth and managing your risks. We want to work with people who feel what we do is important to them. If this sounds like you we would love to hear from you.
I have been a client of Stuart's for a number of years, with the most recent engagement borrowing to purchase my own home. Stuart provided sound, calculated and considered advice in terms of my borrowing power and suitable lenders. As a solo purchaser entering the property market, Stuart's professional advice and knowledge of current trends put me in the position where I could be reactive to and competitive in the market. Thanks to this support I am now a proud homeowner. I highly recommend the services of Stuart and Excel Financial Advisers.
Stuart and his team went above and beyond to help us to refinance our home mortgage and investment property mortgage at a lower interest rate. Stuart listened to us and what we were looking for in the loans and that is exactly what we got. Stuart and his team kept in contact through the whole process. Highly recommend Excel Financial Advisors.
Stuart and the team at Excel Financial Advisers are wonderful! They always respond to your questions quickly (no matter how stupid you think the question is). Stuart is full of knowledge and is happy to help you achieve your financial goals. My husband and I highly recommend Excel Financial Advisers for all of your financial needs.
Stuart has been attending to my taxation and financial needs for more than 10 years. Stuart, Heather and their team have always provided me with quality advice and service, in a range of situations from property investment to estate planning. They offer solid, reliable advice in all financial dealings and their ability to explain complicated issues has helped me greatly to navigate the financial world. Their excellent customer service is demonstrated by courteous and friendly staff who are capable, confident and up to date with the current financial industry. My trust in this company to help me look after my finances will continue for many more years. Helen Barnett
we had done our own research on some changes we were wanting to take for our family and needed a professional to check it over to make sure we weren't missing something and were happy with some input and suggestions that we may of not though of. Stuart was exactly what we needed, we explained the situation and we went through everything we had done and Stuart was able to work through a couple of options with us and we walked away feeling happy and confident that we were on the right track and even had a new idea that we didn't think was possible. down to earth advice with out being bamboozled thank you both Stuart and Heather you make a great team
- Adviser status Platinum
- Number of reviews 35
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Excel Financial Advisors1270 The Branch Lane
The Branch, NSW 2425
- 9:00am – 5:00pm Tuesday – Friday