About Excel Wealth

We are a proud locally owned company that employs expert financial advisors who are passionate about our client achieving their financial goals.

Our Values

Client-centred Approach

Your financial journey deserves the utmost attention and care. With our people-centred approach, we are here to support you and your finances every step of the way.

Holistic Financial Solutions

With a thorough understanding of your financial situation, we can develop strategies and provide guidance to help you maximise your wealth and ensure peace of mind.

Qualified Expertise & Advice

As a team of financial planners, paraplanners and client service officers, you can trust us to provide qualified financial guidance and advice that is tailored to you.

Transparency & Honesty

We believe in open and transparent communication and will always provide clear, accurate information and advice to ensure you make informed decisions with confidence.

Our Mission

Maximising Your Financial Well-Being

At Excel Wealth, we are your trusted partner for comprehensive financial planning solutions. With team of dedicated professionals, we take a holistic approach to your finances, identifying innovative strategies and solutions to help you manage your finances and maximise your wealth. Our goal is to ensure that the most effective strategies to navigate today’s financial landscape and maximise tomorrow’s opportunities. That’s why we are here to provide you with the knowledge and tools you need to make informed decisions with confidence. We are passionate about our clients and deeply value the relationships we build. By fostering an environment of mutual trust and respect, we can develop personalised solutions that align with your values and priorities.

Looking For Financial Guidance?

Download Our Financial Service & Credit Guide

With our guidance and commitment, you can trust that your wealth and financial well-being is in capable hands.

Sarah Holroyd

Director/Senior Financial Planner/Accredited Mortgage Consultant

Sarah, the Director and Senior Financial Planner at Excel Wealth, is a seasoned professional with years of extensive experience in the field. Drawing from a strong background in corporate and investment banking, she has honed her expertise in assisting everyday families in securing their financial future.

Sarah’s qualifications include a Graduate Diploma in Financial Planning and a Diploma of Finance and Mortgage Broking Management, reflecting her dedication to maintaining high standards in her profession.

Specialising in a range of financial planning services, Sarah and the team at Excel Wealth formulate comprehensive strategies that provide guidance and proactive support to our clients.

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
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.