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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 building up your super, you may find yourself trying to…

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…

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…

Estate planning and why you need a super plan

When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably…

What’s your biggest obstacle to financial success?

Science reveals how our human-hardwiring can get in the way and cost us much more than we think. As humans, we have changed a lot over time. Vast periods of…

What financial records do I need to keep?

Ever feel like you're drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the administrative paperwork that…

What does a comfortable retirement look like?

How much money you'll need will depend on a variety of things. Have you got a plan in mind for when you retire? Is it to travel overseas, hit more…

Navigating Your Financial Journey Today & Beyond

At Excel Wealth, we bring years of combined financial expertise to provide tailored solutions for our clients.

We are a trusted source of financial advice and guidance for clients throughout the Sunshine Coast and Gympie regions and offer a range of financial solutions that are tailored to your situation.

Tailored Financial Solutions

No matter your current financial situation, we are dedicated to providing expert guidance and proactive solutions that support you every step of the way.

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.