ABOUT WEALTH CONNEXION

“Our values are simple – the provision of the highest standards of comprehensive holistic financial planning advice and an uncompromising commitment to the highest standards of service.”

We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions.

Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are:
  1. Professionalism – continously and objectively challenging the status quo i.e. doing things better.
  2. Client Best Interest – providing peace of mind, value and confidence so that you are able to make informed financial decisions.
  3. Client Service – the keystone of our service offering.
  4. Compliance – the most important undertaking of advice businesses.
  5. Expertise Education Experience – we are committed to investing in our staff’s development so that we may provide best in class service to our clients.
  6. Continuous Improvement –  the only way to remain relevant and ensure our value to clients is maintained at the highest level.

Testimonials

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

Our Directors

Alexander Kitchin

Managing Director, Senior Financial Adviser,

CPA, BBus(Acc), BEcon, ADFS, IC Member

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Qualified CPA with diverse and broad skill set developed through various roles within Finance over the last 25 plus years.  Held senior financial leadership roles for large Australian and International corporates contributing to a unique multi-faceted professional skill set. Since 2011 Alexander’s focus has been to provide specialist, holistic financial advice as a professional financial adviser, holding the role of Managing Director and Senior Financial Adviser at Wealth Connexion.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Stuart Engel

Director, Senior Financial Adviser, MBA,

BA Hons, ADFS, IC Chair

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A highly qualified professional and client focused financial planner with over 20 years’ experience in financial services, six years of which have been as a client facing financial adviser.  Diverse experience gained across a range of professional financial planning firms as well as established Australian financial services companies in marketing and communication management roles.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with investment; superannuation including SMSF; retirement planning; wealth protection; gearing; tax financial adviser (TPB); writing and researching financial planning strategies.

Our Team

Courtney Pearch

Senior Financial Adviser, ADFP, IC Member

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Courtney has actively worked in the financial services industry since 2008 and during this time has gained knowledge and experience in a broad range of sectors in the financial industry, including personal and business insurance. Since joining Wealth Connexion in 2015, Courtney has continued to provide tailored financial planning solutions for her clients, specialising in pre and post-retirement planning and Centrelink advice.

Specialties: Providing tailored financial strategies; managed investments; superannuation; pre and post-retirement planning; wealth protection; gearing; Tax Financial Adviser (TPB); Personal and Business insurance; salary packaging; Centrelink advice.

Jessica Timms

Associate Financial Adviser, Client Service Officer, BBus, DFP

Rebecca Parkes

Associate Financial Adviser, Client Service Officer, DFP

Fees and Charges

We are happy to meet with you for an initial consultation at no cost, to establish whether we may be able to assist you with your financial planning needs.  We are a fee for service financial planning and financial advisors business in Brisbane that charges fees based on the services that we provide you. All client situations are unique and we will charge fees based on a range of factors including the complexity of advice and the degree of ongoing service that you require.

During your initial consultation we will be able to give you an indication of fees and charges.

For more information on our Team and Wealth Connexion in general, follow the link and contact us today!

CONTACT US