Excel Wealth

About

Our vision is to be an innovative industry leader by providing holistic financial advice and mortgage broking solutions. We strive help our clients and give them the confidence to achieve their dreams and life goals.

Story

We are passionate about assisting and educating you through each stage of life.

We pride ourselves on developing excellent working relationships with all our clients. So we can provide comprehensive financial advice and ongoing service based on your individual needs and goals.

With over 20 years’ combined experience we take all the legwork and stress out of the process. At Excel Wealth, we can help you understand and plan for your future. With experienced and professional Financial Planners that can help you take control of your super.

Wealth protection is simply having a plan in place to make sure you don’t lose what you’ve worked so hard to accumulate should you be in a situation with no income and no other means to live and support your family and lifestyle.

Covers include Income Protection, Trauma Cover, Life Insurance & Total & Permanent Disability Cover. You may not need them all but you certainly need to make sure you have what you need to protect your family, income and assets.

We offer a full mortgage broking service. Whether it be a home or investment loan, personal loan, SMSF lending or refinance, we will find the best product and or solution to meet your needs. We work with a wide panel of lenders to make sure we match the lender with the borrower. We explore and research so you can be assured you have the best mortgage provider for your loan.

Disclosure:
This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.You need to consider your financial situation and needs before making any decisions based on this information.