07 5451 1441

Dedicated Financial Planning Services

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At Excel Wealth, we offer comprehensive financial planning services that allow you to better manage your investments, maximise retirement, and preserve your wealth.

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Our Services

Retirement Planning

We provide comprehensive retirement planning services to help you maximise your wealth and ensure a comfortable retirement.

Superannuation

Our superannuation services include advice on choosing the right fund, managing your contributions, and maximising your benefits

Investments

We offer investment advice and management services to help you maintain and grow your wealth.

Self-Managed Superannuation Funds (SMSFs)

Our SMSF services include assistance with understanding the benefits and responsibilities of SMSF, developing an investment strategy, and ensuring compliance with regulations.

Centrelink

We help you navigate the Centrelink system to maximise your entitlements, including pensions and other financial benefits.

Insurance & Wealth Protection

Our insurance services include advice on life, income protection, and other types of insurance to protect you and your family from unexpected events.

Aged Care Planning

We provide advice and support when navigating the aged care system, including assistance with accommodation, funding, and other aspects of aged care.
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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 comfortable retirement

Need Financial Advice?

Personalised Advice That Matters

Retirment Planning

Planning for retirement is a crucial step towards ensuring a fulfilling and financially secure future. Our advisors work closely with you to develop a strategy that optimises your savings so you can make decisions with confidence.

Retirement Savings

As you approach retirement, our financial experts help you develop a plan to transform your accumulated savings and eligible benefits into a sustainable income that supports your desired lifestyle.

SMSF & Managed Investments

Our team is adept at guiding you through the intricacies of self-managed super funds within the financial landscape. Our aim is to simplify and streamline the process of ensuring a secure and successful future, minimizing any complexities and stress along the way.

Investments

Navigating the world of investments can be overwhelming. Our panel of specialists are here to assist you with various investment choices, empowered you to make well-informed financial choices.

Tailored Financial Guidance

Get the most of your wealth both now, over the long-term and in the future with Excel Wealth

Speak to Our Friendly Advisors

No Obligation

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.

Resources & Information

More About Financial Planning

Where’s the best place to put your money

When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in…
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Five super terms that should be on your radar

Confused by industry jargon? We help you make sense of it all...  We want to empower you to take control of your finances and own your tomorrow. But we know…
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Honey, the kids shrunk my retirement

An increasing number of Peter (and Peta) Pans are refusing to fly the coop, staying in the family home well into adulthood.   It’s estimated that in the next five…
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Expert Financial Solutions

Ready for proactive financial solutions?

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Services
Office Hours

Monday – Thursday

8:30 – 5:00pm

Friday

8:30 – 4:30pm

Saturday & Sunday

Closed

Locations
Sunshine Coast

5/13 Carnaby Street, Maroochydore QLD 4558

07 5451 1441
info@excelwealth.com.au
Gympie

2 Nash Street, Gympie QLD 4570

07 5451 1441

Financial Services & Credit Guide (FSCG) | Terms & Conditions Coastal Wealth Planning Pty Ltd (ABN 52 611 592 119) trading as Excel Wealth is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706 This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.