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
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.