Stuart Fitzpatrick

Kirrily, 35 - 45 years, Warners Bay, NSW

"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."

• Borrowing

Susan, 56 - 65 years, Karuah, NSW

"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."

• Superannuation
• Borrowing
• Tax Strategies

Kylie, under 35 years, Raymond Terrace, NSW

"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."

• Government Assistance
• Borrowing

Amanda, under 35 years, Raymond Terrace, NSW

"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"

Daniel, under 35 years

"Excel Financial Advisors have been managing our financial portfolio for the past 18 months. During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the ‘dos and don'ts’ when it comes to property investment. After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property. Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support. For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors. Thanks again team! Kellie & Daniel Frost"

• Borrowing
• Tax Strategies
• Growing Assets
• Budgeting

Tony, 46 - 55 years

"Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this. Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you."

• Superannuation
• Retirement & Pension
• Self Managed SuperFunds
• Growing Assets

Sue, 56 - 65 years

"I found Stuart very knowledgeable, listening to my needs, and then helping me understand the options available in early retirement. Now, I feel more confident taking control of future needs in retirement, knowing that Excel is there to help and advice along the way. I would not hesitate in recommending Stuart (Excel Financial Advisors) for anyone looking to understand available strategies to build a better future for all your financial matters."

• Superannuation
• Self Managed SuperFunds
• Tax Strategies
• Growing Assets

Byron, 56 - 65 years

"Stuart is an expert in the self managed super area and has been extremely proactive in structuring my super fund so as to minimize taxes and maximize return. As a qualified accountant myself I have enormous respect for Stuart's skills which are enhanced and maintained by regular ongoing professional development."

• Self Managed SuperFunds

Anthony, 35 - 45 years, Metford, NSW

"I visited Stuart to determine if a SMSF was suitable for me. He spent well over an hour looking at my current position and advised me that it was not a viable option at this point in time, even though this meant doing himself out of business. Thanks for your honesty Stuart."

• Self Managed SuperFunds