Business Details
12 Years
experience
Trusted Accounting and Financial Planning Services in Karuah
At Excel Financial Advisors, we redefine what it means to be an accounting and financial planning firm. Established in 2014, our practice extends beyond traditional tax compliance to deliver integrated financial strategies designed to create and protect wealth. With expertise in self-managed super funds (SMSF), investment structuring, and holistic financial planning, we combine decades of industry experience with ongoing professional development to stay at the forefront of regulatory and market changes. Our team, led by qualified professionals like Stuart Fitzpatrick, prioritises tailored advice, client education, and access to quality services.Recognised as a CPA Business and holding Australian Credit Licence No: 392277, we operate under strict professional standards while partnering with B1G1 to amplify our social impact. Client testimonials highlight our approachability, proactive strategies, and ability to navigate complex financial landscapes, ensuring clients achieve long-term security and success.
Services
Tax Compliance
Financial Planning
SMSF Administration
Investment Advice
Estate Planning
Mortgage Broking
Insurance Advisory
Details
- Year established: 2014
Highlights and features
- We integrate accounting, tax, and financial planning into cohesive strategies for wealth creation.
- Our team holds specialist expertise in self-managed super fund (SMSF) structuring and compliance.
- We prioritise client education and transparent communication to demystify financial decisions.
- Recognised as a CPA Business, ensuring adherence to rigorous professional standards.
- Proven track record of client trust, evidenced by long-term relationships and testimonials.
Associations and certifications
- CPA Australia
What people say
Wealth of knowledge
Approachable
Proactive strategies
Stress free
Expert in super area
Services
Tax Compliance
We provide comprehensive tax compliance solutions, ensuring accurate lodgements and strategic tax-saving opportunities. Our team stays updated on regulatory changes to minimise liabilities while maximising refunds. Clients benefit from proactive advice tailored to their financial circumstances, including business structures and investment strategies.
Financial Planning
Our financial planning services focus on long-term wealth creation and protection. We develop customised strategies aligned with client goals, covering retirement planning, investment structuring, and risk management. By integrating SMSF expertise, we optimise tax efficiency and asset growth for sustainable financial security.
SMSF Administration
Specialising in self-managed super funds, we handle administration, compliance, and strategic structuring. Our approach ensures adherence to regulatory requirements while enhancing fund performance through tax-efficient strategies. Clients gain confidence in managing their retirement savings with expert guidance.
Investment Advice
We offer tailored investment advice to build and manage diversified portfolios. Our strategies focus on risk-adjusted returns, aligning with individual goals and market conditions. By combining tax-efficient structures and ongoing monitoring, we help clients grow wealth while mitigating volatility.
Estate Planning
Our estate planning services ensure seamless asset transfer while minimising tax implications. We collaborate with legal professionals to create wills, trusts, and succession plans. Clients gain peace of mind knowing their legacy is protected and distributed according to their wishes.
People
Stuart Fitzpatrick
Director
Stuart Fitzpatrick is a qualified accountant and SMSF specialist with over 20 years of experience. He focuses on tax-efficient structuring and financial planning, combining technical expertise with client-centric advice. His proactive approach has earned client trust and industry recognition.
Questions
What services does Excel Financial Advisors offer?
We provide accounting, tax compliance, financial planning, SMSF administration, investment advice, and estate planning tailored to individual needs.
How does Excel differ from other accounting firms?
We combine accounting, tax, and financial planning into integrated strategies, focusing on wealth creation and protection rather than just compliance.
Are you specialists in self-managed super funds?
Yes, we have specialist expertise in SMSF structuring, compliance, and tax-efficient strategies to optimise retirement savings.
Do you work with clients outside Karuah?
Yes, we serve clients across New South Wales and beyond, with existing clients relocating while maintaining our services.
Reviews (6)
Kirrily Anderson
Oct 25, 2021
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I engaged Excel Financial Advisors to assist in obtaining finance to purchase my own home. Stuart provided sound, calculated and considered advice in terms of my borrowing power and suitable lenders. Stuart's professional advice and knowledge of current trends put me in the position where I could be reactive to and competitive in the market. Thanks to this support I am now a proud homeowner. I highly recommend the services of Stuart and the staff at Excel Financial Advisors.
Diana Palmoni
Dec 29, 2020
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I have recently starting using Excel Financial Advisors and could not be happier, Stuart and the girls really are amazing. Thankyou Stuart for taking the time to answer my questions in a way i understand, you level of knowledge is outstanding. I highly recommend this business, you will not be disappointed they truly are amazing.
Kylie Bush
Nov 26, 2020
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Positive:Professionalism,Quality,Responsiveness
Stuart and the team at Excel Financial Advisors are wonderful! They always respond to your questions quickly (no matter how stupid you think the question is). Stuart is full of knowledge and is happy to help you achieve your financial goals. My husband and I highly recommend Excel Financial Advisors for all of your financial needs.
Stuart and the team at Excel Financial Advisors are wonderful! They always respond to your questions quickly (no matter how stupid you think the question is). Stuart is full of knowledge and is happy to help you achieve your financial goals. My husband and I highly recommend Excel Financial Advisors for all of your financial needs.
Steve Hillman
Oct 03, 2020
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Stuart, Heather and their team at Excel aren't just concerned with numbers on a page, they consider all aspects of their clients lives when determining the best financial strategies for them. The advice they give not only suits you short term, it also aligns with long term goals complementing successful future planning. I highly recommend this business and can't wait to see what we can achieve together next! Great work team! (Did I mention they also have the best office views in NSW?)
P. & L.
Jul 31, 2019
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Knowledgeable and impartial fee based service given in the best interests of the client, the only way to go!
Annon
Jun 08, 2019
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Very kind & friendly people to deal with. They know their stuff and are reasonably priced as well. Thank you for your help
