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.
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.It's getting down to the line now, time to get your info together and prepare your 2021 tax return.
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.It's getting down to the line now, time to get your info together and prepare your 2021 tax return.
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Stuart has a Bachelor of Business (Accounting) Degree, and a Postgraduate Diploma in Financial Planning and has worked in the financial services industry since 1980.
Stuart has extensive experience in all aspects of business and consumer finance, having been employed in the banking industry for over 20 years, has worked as an accountant and financial controller in the private sector, and has lectured in Banking and Finance at TAFE.Stuart has lectured in banking and finance at TAFE, and has an extensive knowledge of issues affecting small and medium businesses.
Stuart has extensive experience in all aspects of business and consumer finance, having been employed in the banking industry for over 20 years, has worked as an accountant and financial controller in the private sector, and has lectured in Banking and Finance at TAFE.Stuart has lectured in banking and finance at TAFE, and has an extensive knowledge of issues affecting small and medium businesses.
We do this by working with you to understand your goals, by providing education to improve your knowledge of financial matters, by providing proactive business, tax and financial advice, and by providing you with access to quality investments, products and services. Being a small business allows us to learn and understand what is most important to our clients, so we can help you achieve the goals that really matter to you.
Excel Financial Advisors exists to help our clients build better futures. But there are only so many people you can meet and so many lives you can positively influence on a one-to-one basis. We want to do more. We belong to a global giving movement called Buy1Give1 (B1G1).
Over 2,900 small businesses across the world from a wide range of industries have joined forces to help make a difference, with over 248,000,000 giving impacts (smiles) during the past 14 years.We have linked many of the services we do for our clients to a giving event - for example; for every personal tax return we lodge we give 365 days access to clean water in Ethiopia.
Over 2,900 small businesses across the world from a wide range of industries have joined forces to help make a difference, with over 248,000,000 giving impacts (smiles) during the past 14 years.We have linked many of the services we do for our clients to a giving event - for example; for every personal tax return we lodge we give 365 days access to clean water in Ethiopia.
One of the B1G1 approved projects we're supporting again this year is managed by the Wellwishers Trust, a support organisation which funds the construction of Hand-Dug Water Wells in the northern Ethiopian province of Tigray. The programme also includes training & education in Health & Sanitation matters as well as Family Planning.
I've been actively working with the team at Excel Financial Advisers for the past few years and have always had the best experience from all aspects of their business from tax returns, business advice and now home loans. Stuart and Kristie recently went above and beyond for our home loan and I can honestly say after having completed this process before that it felt so simple and easy to understand.
Reviews (7)
Kirrily Anderson
Oct 25, 2021
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I engaged Excel Financial Advisors to assist in obtaining finance to purchase my own home. Stuart provided sound, calculated and considered advice in terms of my borrowing power and suitable lenders. 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 the staff at Excel Financial Advisors.
Diana Palmoni
Dec 29, 2020
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I have recently starting using Excel Financial Advisors and could not be happier, Stuart and the girls really are amazing. Thankyou Stuart for taking the time to answer my questions in a way i understand, you level of knowledge is outstanding. I highly recommend this business, you will not be disappointed they truly are amazing.
Kylie Bush
Nov 26, 2020
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Positive: Professionalism, Quality, Responsiveness
Stuart and the team at Excel Financial Advisors 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 Advisors for all of your financial needs.
Stuart and the team at Excel Financial Advisors 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 Advisors for all of your financial needs.
Steve Hillman
Oct 03, 2020
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Stuart, Heather and their team at Excel aren't just concerned with numbers on a page, they consider all aspects of their clients lives when determining the best financial strategies for them. The advice they give not only suits you short term, it also aligns with long term goals complementing successful future planning. I highly recommend this business and can't wait to see what we can achieve together next! Great work team! (Did I mention they also have the best office views in NSW?)
P. & L.
Jul 31, 2019
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Annon
Jun 08, 2019
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Scott
May 25, 2019
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