News & Articles

Explore the latest updates and insights

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…
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…
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…
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…
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…
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

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.