Our Services

Explore our range of professional financial services designed to meet your business needs.

Financial Planning

We offer a vast range of tailored financial services and can offer you the best plan based on your situation. Get started by browsing through our expertise below and booking a no obligation, no cost initial appointment to discuss options for your future.

Wealth creation

  • Choosing a tax effective structure
  • Debt reduction
  • Investment strategies
  • Portfolio construction & management
  • Budgeting & cash flow
  • Understanding investment risk
  • Investment products

Superannuation

  • Choice of fund
  • Is a SMSF right for me?
  • Consolidating balances
  • Investment strategy and asset allocation
  • Risk tolerance
  • Contribution strategies
  • Accessing super - when & how?
  • Retirement income streams
  • Transition to retirement

Wealth protection

  • How much cover is enough?
  • How often should I review my cover?
  • Should I own policies inside or outside of super?
  • Should I own policies inside or outside super?
  • Types of personal insurance to consider
    • Life cover
    • Total & permanent disability
    • Critical illness/trauma
    • Income protection

Retirement planning

  • How much do I need to retire?
  • When can I access my super?
  • How long will my super last?
  • Commencing retirement income streams
  • Accessing social security entitlements
  • Tax effective balances

Estate planning

  • Wills
  • Powers of Attorney
  • Advance Care Directives
  • Death benefit nominations
  • Reversionary pensions

Aged care

  • Accomodation bonds
  • How do the fees work?

Accounting & Business Services

With over 30 years of experience in financial roles, including ASX listed companies and privately owned family businesses, Matthew has a wealth of experience to assist your business.

  • Executive support – use financial and business acumen to provide independent input on strategy and decision making to drive business performance and growth
  • Business health check – Balance Sheet and P&L reviews
  • Finance & Administration processes – review, establish, monitor
  • Cash flow analysis and forecasting
  • Budgeting and Forecasting – establish, review.
  • Risk Management & Internal Audit – ensure internal controls are in place, help identify and mitigate/minimise risks that confront your business.
  • Assist with management of external relationships – financiers, external professionals (accountants/auditors), ATO etc.
  • HR Support – recruitment, retention, and performance management
  • Management reporting
    • Performance against KPIs (budgets/forecasts)
    • P&L – analysis of key items, trends, under/over performance
    • Balance sheet – key movements/issues
    • Working capital analysis
    • Cash flow
Information
About Us
Company

0433 229 310

matthew@exceleratefinancialservices.com.au

Excelerate Financial Services Pty Ltd ABN 34 668 409 532 is a Corporate Authorised Representative of Wealth IQ Pty Ltd AFSL 527880. Liability limited by a scheme approved under Professional Standards Legislation.

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