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.
Financial Planning
Home Loans
The Value of Advice
%
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.
Contact Us
Speak to us about your financial future. We can help.
Sunshine Coast:
5/13 Carnaby Street,
Maroochydore QLD 4558
07 5451 1441
Gympie:
7 Channon Street,
Gympie QLD 4570
07 5482 0704
info@excelwealth.com.au
07 5302 6804
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Office Hours:
Monday - Thursday - 8:30 am - 5:00 pm
Friday - 8:30 am - 4:30 pm