Financial Advisors Sunshine Coast
Your Partner in Strategic Financial Planning
Excel Wealth is a trusted provider of financial advice, offering strategic guidance to our clients.
Embrace Change with Leading Financial Guidance From Our Professionals
Access a wealth of knowledge and years of combined experience with Excel Wealth. We have been providing financial solutions and are a trusted source for financial planning solutions to clients across the Sunshine Coast and Gympie regions.
We offer a range of services that are designed to manage your wealth and achieve the peace of mind you deserve no matter the challenges of today and tomorrow. From strategic retirement planning and wealth management to self-managed super fund (SMSF) and superannuation and insurance advice, you can trust us to deliver personalised solutions and reliable support every step of the way.
Our Financial Planning Expertise
Financial Solutions Tailored To You
Retirement Planning
At Excel Wealth, we understand that the path to retirement is packed with challenges. As your go-to in retirement planning, count on us to be right by your side.
Superannuation
Superannuation forms the foundation of your financial stability upon retirement. Our trusted advisers ensure that your super is structured correctly to support you both now and in retirement.
Self Managed Super Funds
We work closely with our you to help you navigated the complexities of Self Managed Super Funds. We ensure that you can make informed decisions and optimise the benefits offered by SMSFs.
Financial Advice For Today & Tomorrow
Get the most of your wealth both now, over the long-term and in the future with Excel Wealth
Australians Who are Underinsured
Couples are on track for a comfortable retirement
Australians without insurance who have dependent children
Singles on track for comfortable retirement
Our Financial Planning Expertise
Personalised Advice That Matters
Planning for retirement is a crucial step towards ensuring a fulfilling and financially secure future. We will work closely with you to develop a strategy that optimises your savings so you can make decisions with confidence.
As retirement draws closer, our team of financial experts will aid you in creating a comprehensive plan to convert your saved finances and eligible benefits into a stable and lasting income, tailored to uphold the lifestyle you wish to lead.
Self-Managed Super Funds (SMSFs) offer individuals an exclusive chance to manage their retirement savings autonomously and customize their investment approaches to align with their preferred way of life. At Excel Wealth, our proficient team of financial advisors specializes in offering expert counsel regarding Self-Managed Super Funds, ensuring your financial wellness is well taken care of.
Crafting your portfolio to align with your risk tolerance, investment preferences, and financial aspirations, we provide comprehensive market insights to enable informed investment decisions. We consistently refine it to enhance performance and remain adaptable to shifting conditions.
Testimonials
A Word From Our Clients
Financial Planning FAQs
Find the Best Solution for You
It’s never too early to start retirement financial planning. Getting the right financial planning advice early on can help you to understand your goals and make your retirement transition a smooth process.
Early preparation and planning will help ensure the necessary funds are available when the time comes to leave the workforce.
Self-Managed Superannuation Fund (SMSF) is a retirement savings vehicle where you, as a member and trustee, have control over your investments.
Self-managed super funds (SMSFs) offer a number of benefits over traditional super funds, including:
- Investment choice: SMSFs offer a wider range of investment options than traditional super funds, including direct property, infrastructure, and unlisted securities. This gives you more control over your investments and allows you to tailor your portfolio to your specific needs and goals.
- Flexibility and control: As the trustee of your SMSF, you have complete control over your investments, asset allocation, and how your money is managed. This gives you the flexibility to make changes to your fund as needed and to pursue investment strategies that may not be available in traditional super funds.
- Tax effectiveness: SMSFs can be tax-effective, particularly for high-income earners. This is because SMSFs are taxed at a lower rate than individuals on investment income and capital gains.
- Estate planning: SMSFs can be used to effectively plan your estate. For example, you can nominate beneficiaries to receive your superannuation benefits after your death. You can also use your SMSF to purchase assets, such as property, that can be passed on to your heirs.
