Our Services

We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.

Wealth Protection

We don’t just help you create wealth but structure insurance to protect it. We review your situation to ensure you have the right level of insurance cover, so you can feel prepared if the unexpected happens.

Superannuation Planning

Regardless of your age, superannuation forms the core of your financial stability upon retirement. Ensuring your super is structured correctly is imperative to your working and retired life.

Home Loans & Lending

First home, next home or investment property, our experienced Mortgage Brokers have a depth of industry exposure and up to date knowledge to assist in finding the right lender to suit you.

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.

Our approach is taking into consideration your current situation, needs, goals and future objectives to help you make the most of your financial situation both now and long into the future.

We strive to develop relationships with our clients based on mutual trust and respect. Our aim is to ensure you feel comfortable with the advice given, its implementation and how the advice helps you achieve your financial goals and objectives.

Stay Tuned. Sign Up for our Newsletter

Our quarterly newsletter is filled with hints and tips to support you whatever stage of life you’re at. Stay in touch with what is happening in the world of managing your financial future. Sounds good, right? Sign up below.

Meet the Team

For more about them, their qualifications and experience, click through to the ‘About the Team’ page. For now, let us say hi.

Sarah Holroyd

Sarah Holroyd

Financial Planner & Mortgage Broker

Dean Walker

Dean Walker

Financial Planner & Mortgage Broker

Jacqui Anderson

Jacqui Anderson

Office Manager & Financial Planner Assistant

DanNielle Stubbings

DanNielle Stubbings

Administration Assistant & Client Manager

Contact Us

Speak to us about your financial future. We can help.

Sunshine Coast:

111 Aerodrome Road,
Maroochydore QLD 4558

Gympie:

7 Channon Street,
Gympie QLD 4570

1300 820 704

07 5482 0704

info@excelwealth.com.au

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Office Hours:

Monday - Thursday  - 8:30 am - 5:00 pm

Friday -  8:30 am - 4:30 pm