Exceed Financial is the creadreamstime xs 9280764tion of Ben & Sarah Law.  The financial advice industry has changed substantially over the years and finding a business to 'exceed' your expectations is critical.
Whether through a lack of technical expertise, little or no personal service, the use of lots of big words, overly complicating advice or just ignoring what their clients really want, people were always left unsatisfied.

We therefore built our business to break the mould of the typical financial advice practice, based on the following fundamentals:

  • Tailored & highly personalised advice
  • Strict confidentiality
  • A lifestyle focus
  • First rate technical expertise
  • Exceptional customer service

At Exceed, we are committed to helping you protect your wealth. We live in a complex financial world and the solutions we offer are tailor made and kept as simple as is possible.

Any recommendations we make are unique to your situation and based on a detailed analysis of your financial situation, your personal and business goals, your current non-financial circumstances and your overall values.

We operate predominately, but not limited to, Southern Queensland specifically Brisbane and Toowoomba. Our growing clients base does include Rockhampton to the north, west to Augathella and as far south as Victoria.

Working together with you to help achieve your business and family’s financial potential is what drives us.

Our success as a business is built on referrals, so we are very aware of the importance of having happy clients who will in turn recommend our services. Therefore as it should be, you do well, we do well.