What is Financial Planning?

Even with the best intentions to meet financial goals, the complexities of superannuation, investment and other extensive regulation means taking charge of your financial situation may require a helping hand.

At Excel Wealth, we make sure you have the financial advice you need to feel confident about realising your goals. Even when you take on additional commitments such as buying a family home, becoming a parent or an unexpected illness, you can find comfort in knowing our financial planning services will help you navigate through these sometimes-uncertain times.

We give you peace of mind by simplifying the financial complexities and establishing your plan to help you meet your goals.

 

Financial planning services we provide:

  • Mortgage Broking
  • Wealth Protection
  • Superannuation and Self-Managed Superannuation advice
  • Debt Management
  • Retirement Planning
  • Estate Planning
  • Aged Care options
  • Salary Packing
  • Small Business advice

 

No matter the financial planning advice you require, we can help. Contact one of our professionals today to take charge of your future. Head to the section of interest to you using the drop-down menu under ‘Services‘. Not sure where to start? Head over to ‘When We Can Help? for a number of life stage events that may apply to you. 

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.

Resources to make your life easier.

Streamline your life with our range of calculators, documents and questionnaires. There’s something for everyone including;

  • Home Loan Calculators
  • Budget Templates
  • News Articles
  • Retirement Questionaire

Sign up for our quarterly newsletter

Maybe now isn’t the time for you and that’s fine. Stay in touch with us through our newsletter with handy hints and tips for planning your financial future.

Contact Us

Questions? Get in touch with our expert planners or dedicated support team.

7 Channon Street

Gympie, QLD 4570

1300 820 704

07 5482 0704

info@excelwealth.com.au

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