Meet the Team
Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.
We are ready to help.
The Value of AdviceHave you ever wondered how your family would cope financially if you weren’t around? Life throws some curve balls at us sometimes, usually when we least expect it
Australians who are underinsured
Couples on track for a comfortable retirement
Australians without insurance who have dependent children
Singles on track for a comfortable retirement
When can we help?
I started my business after a decade of driving trucks all over the state. When I came to Excel Wealth my Super was a mess. I had a heap of accounts, half I didn’t remember opening. The team sorted it out for me and made sure I had the insurances that I needed. Now that I have one account, I’m making regular contributions because it’s easy. Without Excel Wealth, it’d still be in the too hard basket in a shambles.Kelvin Horn
Speak to us about your financial future. We can help.
7 / 111 Aerodrome Road,
Maroochydore QLD 4558
07 5451 1441
7 Channon Street,
Gympie QLD 4570
07 5482 0704
07 5302 6804
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Monday - Thursday - 8:30 am - 5:00 pm
Friday - 8:30 am - 4:30 pm