Our philosophy is simple we exist to help our clients build a better future. What this means for each client will be different, and therefore the way we help our clients will vary. About Excel Financial Advisors Excel Financial Advisors is a small multi-disciplined regional accounting and advisory firm located in the Port Stephens / Hunter Valley area of NSW. Our client base consists of small businesses, self-funded retirees and individual clients. We assist our clients with their business... Read more

BRUTAL HONESTY. RADICAL TRANSPARENCY. FAMILY OWNED. CLIENT FOCUSED. At Newcastle Advisors, we approach things a little differently. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not...) we're probably not the right team for you. We're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you're a young professional just getting started,... Read more