Excel Financial Advisors

Excel Financial Advisors BUILDING BETTER FUTURES
We are here to assist you and your unique needs when it comes to you and your financial services.

We provide specialist advice on:
- Self Managed Super Funds
- Building Wealth & Retirement Planning
- Business Accounting & Taxation
- Direct Property & Share Investment
- Mortgage & Commercial Loans

We believe that obtaining the right advice before a transaction is preferable to just having to make the best of the situation after the event. With our knowledge and experience we are able to steer

you in the right direction. We invest heavily in ongoing professional training, and are subject to quality assurance reviews. This ensures we are equipped to provide our services to you in a professional manner. We believe the success of our business is directly linked to the standard of service and quality of advice we provide to our clients. Please feel free to contact us at anytime during office hours and we would be happy to talk to you about your financial needs.

Lest we forget 🥀
24/04/2026

Lest we forget 🥀

Wishing you all a very Merry Christmas and a safe, healthy and Happy New Year - Excel
19/12/2025

Wishing you all a very Merry Christmas and a safe, healthy and Happy New Year - Excel

Yesterday we saw the very worst of people, and the very best of those brave enough to stand up against such acts of viol...
15/12/2025

Yesterday we saw the very worst of people, and the very best of those brave enough to stand up against such acts of violence.

Today, I am using my platform to share the message from The Australian Red Cross: Life Blood, who are desperately seeking blood donations. If you are in a position to do so, please consider donating blood, plasma or platelets to help save a life.

Bookings can be made at https://www.lifeblood.com.au/

Our thoughts are with all those who have been affected, first responders, and those who have tragically lost their lives at Bondi Beach 🕊️

We invite you to join us in celebrating Heather's life at 12:30pm on Thursday the 4th of September, at the Stroud Showgr...
29/08/2025

We invite you to join us in celebrating Heather's life at 12:30pm on Thursday the 4th of September, at the Stroud Showgrounds. We would love for you to stick around and share memories of her with a cuppa afterwards. Please wear a touch of yellow if you can to help us brighten up her day! 💛

Also, if you have any nice photos of Heather please send them to Bob at [email protected] by Monday evening as he is preparing a nice tribute for her 💐

This is a post that I never wanted to have to share...On Tuesday the 26th of August, my wonderful wife, Heather, passed ...
28/08/2025

This is a post that I never wanted to have to share...

On Tuesday the 26th of August, my wonderful wife, Heather, passed away after an 18 month battle with cancer. She went peacefully with myself and our children, Kate and Andrew, by her side. While we will always love and miss her, we are comforted by the fact she wasn't in any pain at the end and was happy knowing she was loved.

Since being diagnosed, Heather made the most of what time she had left, with plenty of amazing travel adventures, lots of hugs and kisses from her granddaughters, Lily and Ava, and cherished the time spent with her family and friends, making the most of every day.

I will be sharing details for Heather's memorial soon, and would love anyone wishing to attend to wear something with a bit of yellow (her favourite colour) to help brighten up the day. She would have liked that 💛

Our office will be running at a limited capacity for the next few weeks while we take some time to ourselves, so please be patient with us during our time of grief. If you have any urgent matters please contact the office via email at [email protected] and we'll get back to you when we can.

- Stuart

Address

1270 The Branch Lane
The Branch, NSW
2425

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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