Excel Financial Planning
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Excel Financial Planning offers financial advice and tax effective structuring of affairs based on a quoted fee for service.
We are not licensed through any product provider and do not accept upfront commissions for our services.
You will be dealing with certified financial planners and the owner of the business is also a chartered accountant. We are a boutique firm offering direct access to your adviser. Our close association with KPMG accountants means we can provide a one stop shop level of service for all wealth creation needs and leaves us focused on our core service.
Our first interview is free of charge.
Address
Suite 4, 491 Smollett Street
Albury
NSW 2640
Postal Address
P.O. Box 325
Albury
NSW 2640
Phone: (02) 6041 6666
Mobile: 0418 412 576
Fax: (02) 6021 0263
ABN: 39 087 730 247
Products, Services & Brands
Investment Strategies
Superannuation
Self Managed Super
Centerlink
Negative Gearing
Savings Plans
Property Investment
Salary Sacrifice
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