Our personal

Touch builds close 
with our clients 
and our lenders.

We take pride in personally building longstanding relationships that are based on trust, transparency and superior service.


Highly trained and qualified staff will guide you right through the process up until settlement and beyond. The Excelsior team are made up of highly experienced finance professionals, who are all qualified and accredited though the leading industry association, the MFAA. The entire office undertake professional on-going training through Kaplan and the MFAA.

On-going assistance. We seek to have a relationship with customers that is life-long, assisting you with all your credit related issues. The provision of the correct strategy and loan is merely the start of our relationship.


Our team of experienced finance professionals all have extensive backgrounds in finance and mortgage broking. Collectively, we have in-depth expertise across wealth management, accounting, broker insurance, private and retail banking and credit, mutual funds and asset management.