With a collective experience over 20 years for financial excellence
Our team comes from all over the financial services industry, bringing their skills under one roof.
With backgrounds in banking, accounting and financial planning – our directors started Excel Financial Solutions on the realisation that a holistic approach to finance is the best way to achieve sustainable, long term success for clients.
Seeing the damage firsthand that people experienced through fractured financial services and inconsistent advice – we are passionate to offer an alternative. At Excel Financial Solutions we coordinate in-house across our areas of expertise to offer services like mortgage broking, financial planning, taxation consultation and a whole host of other services to help our clients achieve their financial goals.
As a bespoke, financial services firm – Excel Financial Solutions comes to you. Meeting you at your home or business enables us to see what really matters to you. Not only does this give us a deeper insight into your financial needs, it also saves you the hassle of meetings at the bank, or countless back and forth telephone calls.
With industry experience for over 20 years, we can help you achieve financial success.
We excel in what we do and we expertise in helping individuals, families, pre-retirees and retirees, from small and medium businesses to large businesses. We have worked with businesses and business owners for over two decades to guide their financial success with independent advice. Excel Financial Solutions provides a proactive, long term relationship that cannot be found at a bank where you are just one of thousands.
Our team of ex-bankers, financial advisors and accountants are finely tuned to the needs of a small or medium sized business – from start up financing, through to everday accounting and tax planning. For us – it is really important to get to know you and your business. By doing this we can establish a relationship built on mutual trust with our clients through all of the stages of their career – from the early days to all the way to retirement.
Whether you are seeking financial advice as an individual, a family, a business professional, an entrepreneur, someone considering retirement or are already a retiree the team at Excel Financial Solutions can help.