07 5451 1441

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Find Us

Sunshine Coast
5/13 Carnaby Street, Maroochydore QLD 4558

07 5451 1441

Gympie
2 Nash Street, Gympie QLD 4570

07 5482 0704

Office Hours

Office Hours
Monday – Thursday – 8:30 am – 5:00 pm
Friday – 8:30 am – 4:30 pm

A Word From Our Lovely Customers

Don’t take our word for it

Kelvin Horn
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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.
Nathan & Kylie Beutel
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Our experience with Excel Loans was exactly what you need when buying your first home. Dean showed us a range of options open to us, helped us select the perfect loan for our situation, he kept us informed every step of the way and answered all our questions even if we thought they were silly sometimes.
Katherine Thompson
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After meeting with Sarah, my husband and I also realised he had no Income Protection insurance. As the main breadwinner and having a young family, we realised he needed this right away. Excel Wealth helped us tidy our supers, get the right insurances and now with someone local to help us, it’s one less thing to worry about.

View All Our Services

Choose from our comprehensive range of financial services that cater to a range of needs and goals.

Retirement Planning

Superannuation

Investments

Self-Managed Super Funds (SMSF)

Centerlink

Insurance

Aged Care Planning

Menu
Services
Office Hours

Monday – Thursday

8:30 – 5:00pm

Friday

8:30 – 4:30pm

Saturday & Sunday

Closed

Locations
Sunshine Coast

5/13 Carnaby Street, Maroochydore QLD 4558

07 5451 1441
info@excelwealth.com.au
Gympie

2 Nash Street, Gympie QLD 4570

07 5451 1441

Financial Services & Credit Guide (FSCG) | Terms & Conditions Coastal Wealth Planning Pty Ltd (ABN 52 611 592 119) trading as Excel Wealth is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706 This website 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.