Is your super in shape?

Most of us, at one time or another, have worried about where our superannuation is at, will it be enough and is there more we should be doing.

Is it time for an investment property?

When the time comes to purchase an investment, it’s a whole different ballgame to personal lending. Make sure you put your best foot forward, our team can help.

As a small business owner, are you protected?

Speak to our team to ensure you have all the insurance coverage you require for your business in the good times and the bad.

Buying your first home?

We’ve been there. Our team can help you figure it all out so you can buy with confidence.

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.

 

Find out more

We are ready to help.

Financial Planning

Financial planning is so much more than you think it is. Ever wondered about your Super, what will happen after you die, or how to manage your debt, we can help.

Home Loans

Let us assess our panel of lenders for the best option for you and your circumstances. First home, refinance, new home or investment, we’ve got you covered.

The Value of Advice

Have 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
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Australians who are underinsured

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Couples on track for a comfortable retirement

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Australians without insurance who have dependent children

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Singles on track for a comfortable retirement

When can we help?

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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

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. Thanks to your team we are proud first home buyers. Nathan & Kylie Beutel

I had Supers everywhere and some still in my maiden name – I didn’t even know where to start with tidying them all up. 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. Katherine Thompson

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