WEALTH CONNEXION
FEATURED SERVICES

Our team of professional advisers and support staff will work with you to tailor a practical solution that meets your financial planning needs.

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Wealth Creation

We can assist you to develop strategies that will build and Maximise your Wealth that suit your individual tolerance of risk.

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Superannuation

We have the expertise to assist you in Making the most out of your Superannuation while you are working.

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Risk Protection

Insurance is about replacing a loss through Protecting your Income & Assets and we are able to assist you based on your needs

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Income In Retirement

We are able to assist you in making effective decisions to structure your super and other investments in retirement.

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Aged Care Financial Advice

Let us help you and your loved ones move to Aged Care. With our expert Aged Care Financial Advisors, you don’t have to face it alone.

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FINANCIAL PLANNING
FOR GENERATIONS

Welcome to the Wealth Connexion – Financial Planner and Financial Advisors in Brisbane

Check our advisors ratings:

View Alexander Kitchin's Ratings
View Jason Atkins's Ratings
View Anthony Ward's Ratings
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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 and financial planners in Brisbane today. Our company’s past and future growth is based primarily on personal referrals from satisfied clients who wish for their friends and colleagues the same personalised financial planning service.

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Who is Infocus Securities?

Infocus has been providing financial advice for Australians from all walks of life since 1994. Starting out as a small financial advice team in Queensland, Infocus has grown to become one of Australia’s leading wealth managers, with an expanding national footprint of expertly trained Financial Advisers and support staff.

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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 Aged Care Financial Advisors 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.

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.

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Lucas B. Garner, Chartered Accountant

Testimonials

Have a look at what our clients have said about us…

“Alexander Kitchin (Xan) has provided valuable advice and support to my partner and I during the all-important pre-retirement years and, more recently, into retirement. He takes great care to understand our goals and our level of comfort with risk, provides frank, well-considered advice, and patiently explains his recommendations. With the excellent support of his Wealth Connexion associates, Xan has enabled us to navigate the complex financial and regulatory maze with minimum fuss, helps us meet our goals for on-going financial security, and gives us peace of mind. It’s good to feel we are in safe hands.”

Catie L. & Tom N.

“Twelve years ago in preparation for retirement, we were seeking a trusted financial advisor but were unsure where to go. A good friend recommended Wealth Connexion. It was the best decision we have ever made as the company has managed our retirement funds with great expertise and personal attention ever since, safely transitioning through the GFC with minimal impact.
We would thoroughly recommend the friendly team at Wealth Connexion to anybody looking for expert advice and wishing to be treated as a valued client. It is so reassuring to know our money is in such safe hands.”

Jeff & Judy C.

“Courtney Pearch is our trusted and respected financial advisor who has provided us with invaluable guidance as we approach our retirement. Her expert knowledge and calm, friendly, professional approach is inspirational and we would have no hesitation in recommending Courtney and the rest of the Wealth Connection team to anyone that needs financial advice. Our only regret is that we did not seek her assistance earlier.”

Sharyn & Bill M.

“Many thanks Alex for your wonderful efforts over the last six years. Thanks to you and Wealth Connection we are now ready to pay off our house and our superannuation and retirement prospects are coming along very nicely. Considering what little you had to work with initially you have done a consistent and amazing job. Thanks for your professionalism and empathy.”

David & Brenda W.

“We have worked with Stuart and the Wealth Connexion team since 2007. They have earned our trust as we saw their advice produce excellent financial rewards each year. They have helped us navigate a path to improve our financial position beyond what we thought possible.   Apart from their collective knowledge and investment experience, they are accessible and take time to ensure we understand our position and the impact of the decisions we make.  Simply put, they care.”

Paul & Vee N.

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