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exceladvisors.com.au

Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors, Investment Property, Raymond Terrace accountants, SMSFs

Our purpose is to help our clients build a better future for themselves and their families. This site explains who we are, why we do what we do, and how we can help you create a better future.

http://exceladvisors.com.au/

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Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors, Investment Property, Raymond Terrace accountants, SMSFs | exceladvisors.com.au Reviews
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Our purpose is to help our clients build a better future for themselves and their families. This site explains who we are, why we do what we do, and how we can help you create a better future.
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Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors, Investment Property, Raymond Terrace accountants, SMSFs | exceladvisors.com.au Reviews

https://exceladvisors.com.au

Our purpose is to help our clients build a better future for themselves and their families. This site explains who we are, why we do what we do, and how we can help you create a better future.

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exceladvisors.com.au exceladvisors.com.au
1

Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors

http://www.exceladvisors.com.au/smsfs

Why I like SMSFs. As a Specialist SMSF Advisor , it is fair to say that I am a big fan of self-managed superannuation funds (SMSFs). The more I work with SMSF Trustees the more I find that the needs of members can vary widely, but in most cases a SMSF can be used effectively to address needs specific to that member. This section of our website is designed to help SMSF Trustee make the most of their fund. Stuart Fitzpatrick - Director. To view the frequently asked questions,. Fundweb allows you to access ...

2

Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors

http://www.exceladvisors.com.au/our_services/property_investor_services

Wealth creation through property investment has been a long preferred option for Australian investors. One of the main advantages is the ability to use a relatively small amount of your own cash to control an investment of much greater value usually at least 5 times the value of your own equity in the property. We can assist property investors with a wide range of services, including:. Using specialist Property Investment Analysis software, we can model the likely returns from an investment property.

3

Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors, Investment Property

http://www.exceladvisors.com.au/home

What we believe in at Excel Financial Advisors. Money isn't everything, but it helps you do the things you want to do. We believe a better future is based on understanding your financial options and opportunities, and taking the actions needed to succeed. We feel we can help you build that better future. We do this by sharing our knowledge and experience, by helping you uncover your needs and objectives, by providing tailored financial advice, and supporting you take the actions needed to reap the rewards.

4

Newsletters, Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors

http://www.exceladvisors.com.au/newsletters

We provide a choice of several newsletters and information updates for the benefit of our clients and potential clients. To subscribe or unsubscribe from the newsletters, please use the tool below;. Excel News covers a range of taxation and financial issues, as well as an update on things going on in our business. We aim to produce an electronic version monthly, with a paper based edition three or four times a year. Mortgage news is dedicated to topics related to property and mortgages. ABN 97 101 935 142.

5

Calculators

http://www.exceladvisors.com.au/resources/calculators

How Long to Repay? P&I / Interest Only. How Much Can I Borrow? What Can I Afford to Borrow? Achieve My Savings Target. Transition to Retirement Calculator. Multi Year Age Pension Optomiser. Life Expectancy Progression Calculator. Leave Calculator (Fair Work Australia). SMSF Property Purchase Calculator. We have sourced a variety of calculators we believe are reliable and will be useful to you. We do not, however, warrant their accuracy or their suitability to your particular needs or circumstances.

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Excel Financial Advisors, Newcastle financial advisors, Maitland, Self Managed Super Funds, Financial Advisors, Investment Property, Raymond Terrace accountants, SMSFs

How We Can Help. Excel Financial Advisors - Building Better Futures! At Excel Financial Advisors, our purpose is to help you improve your financial position, so you can build a better future for yourself and your family. It's what gets us up in the morning and drives us throughout the day. Helping you improve your financial position to give you the ability to choose what you want to do, is what gives us the most satisfaction in our work. Together we can make a difference. Need help with your finances?

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