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Let’s Talk Financial Planning for the Present & Future
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Sunshine Coast
5/13 Carnaby Street, Maroochydore QLD 4558
Gympie
2 Nash Street, Gympie QLD 4570
Office Hours
Office Hours
Monday – Thursday – 8:30 am – 5:00 pm
Friday – 8:30 am – 4:30 pm
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
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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.
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