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.”

Our Drivers

We take immense pride in being a relationship-based business 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.

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 business 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.

Authorised Representatives and Management