Featured Services


Financial Planning for Generations

Welcome to the Wealth Connexion Home Page !

Who is Wealth Connexion ?

Wealth Connexion Pty Ltd was established with the ultimate aim of providing a more personalised financial planning service to a “boutique” client base.   This approach has helped us grow to become one of the leading providers of wealth management advice in Brisbane today.  Our company’s past and future growth is based primarily on personal referrals from satisfied clients whom wish for their friends and colleagues the same personalised financial planning service.

Jeff Stella, Alexander Kitchin and Stuart Engel (the directors of Wealth Connexion in Brisbane) are Authorised Representatives of Sentry Advice.   This means that all three Directors and the Wealth Connexion staff have access to a financial services organisations that supports choice and opportunity for our clients.

Wealth Connexion Pty Ltd ATF Wealth Connexion Unit Trust (Wealth Connexion) is a Corporate Authorised Representative of Sentry Advice Pty Ltd ABN 77 103 642 888.  Sentry Advice holds an Australian Financial Services Licence (AFSL) No. 227 748 (Sentry). Find out more


Who is Sentry Advice ?

Sentry conducts business through a network of financial Advisers who are appointed as Authorised Representatives under Sentry’s AFSL. Where Sentry has appointed a corporate entity as an Authorised Representative, employees of that company who give advice will also be authorised by Sentry.

Sentry is a leading Australian financial services company partnering with privately owned financial advisers to provide clients with quality financial advice and a wide choice of products and services to suit their individual circumstances and objectives. Find out more


 

Accredited Aged Care Professionals

We see aged care as an increasingly important consideration for clients and their families that involve unique circumstances that require a financial planning office that offers a relationship building service that is not reliant on product placement and enables our professionals advisers to be in control of creating client centric solutions. The aged care value proposition is really about:

  • Helping clients plan well ahead of time for their aged care needs
  • Helping clients to navigate through the process of moving into aged care, allowing them to age with dignity
  • Helping clients assess affordability – minimising fees or maximising entitlements can be a bonus outcome.
  • Helping clients understand what decisions need to be made and what it will take to get them into the care they need.
  • Creating family solutions.
  • Providing choices for structuring finances and estate planning.
  • Helping families make informed decisions during difficult times, and
  • Working with families to create peace of mind and a financial pathway to help transition their ageing parents with ease.

Our advisers are experienced in providing Age Care Financial Advice having also attained industry recognised training as Accredited Aged Care Professionals.  We are able to assist clients and their families to navigate what is a difficult and confusing time by providing a pathway to enter aged care where the decisions to appropriately arrange your finances have been thoroughly considered.

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Need help with Accounting, Legal Lending or SMSF Admin ?

We understand that not everyone that seeks our advice has an existing network of professionals to help guide them through the financial planning journey.

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Our Strategic & Alliance Partners

We have selectively chosen other professionals in the areas of Accounting, Legal, Aged Care, SMSF Administration and Lending that can assist you in implementing the Financial Planning Advice we provide.