We feel it is essential to know and trust the other professionals that you seek advice from, and we make every effort to maintain good relationships with your existing professional partners. However we understand that not everyone that seeks our advice has an existing network of professionals to help guide them through the financial planning journey.

We have therefore selectively chosen a small group of Alliance Partners from a talented pool of professionals in other industries that can assist you in implementing the Financial Planning Advice provided by us. The following information provides visitors with a brief summary of the individual businesses we work with on a regular basis to ensure our clients complete financial affairs are taken care of.

Accounting and Self Managed Super Administration

Lucas B Garner Logo - Wealth connexion alliance partners

Contact Details

Lucas Garner Accountants

Lucas Garner established his Practice in July 2002, after working in previous Tax Accounting roles including five years in a large Accounting firm in Brisbane to gain high level experience. The practice focuses on Investors and Small to Medium Business clients by providing Taxation, GST and related Accounting services. The services provided by Lucas Garner assist largely in two ways, firstly preparing tax returns for clients needing that service, and secondly by providing timely and informative tax advice where issues have been identified.

Through the assistance from Wealth Connexion in gathering the information required and the quick and high level service from Lucas Garner, this allows our clients to have their tax returns managed efficiently and with ease. The team at Wealth Connexion can then work with Lucas Garner on any tax advice where needed to ensure confidence for the client.

The practice has no form of advertising, and simply works on the ethos of looking after the clientele with good personal service, with the result that clients stay and referrals follow.

Aquila Super Logo

Contact Details

  • A  : Unit 13, 18 Blanck Street, Ormeau QLD 4208
  • T  : 1300 770 149
  • P  : PO Box 724 Ormeau QLD 4208
  • W  : aquilasuper.com

Email us about Aquila Super

Aquila Super

Aquila Super is renowned for being fair, equitable and transparent, as well as being efficient, pragmatic and value-driven. Consistently high standards are underpinned by the company’s established processing framework and robust due diligence, which is facilitated by a team of highly experienced staff that demonstrate excellent technical expertise across all areas of SMSF.

A leading SMSF audit and administration specialist that supports accounting practices’ compliance and SMSF sector growth.

AGED CARE SPECIALISTS

HAAA logo - wealth connexion alliance partners

Contact Details

  • A  : PO Box 4737, EIGHT MILE PLAINS QLD 4113
  • P  : 1300 730 074 or 07 3806 0483
  • F  : 07 5590 9704
  • E  : info@haaa.com.au
  • W  : haaa.com.au

Email us about Aged Care

Health and Aged Assist

Health And Aged Assist (HAAA) specialise in the complete process of assisting people into residential aged care. They have over 15 years’ experience helping thousands of Australians save time and money while ensuring they get the best care and support for their loved ones.

Our sole purpose is to provide the best possible aged care services to the Health and Aged Care industry, all tailored to an individual’s needs.

Get in touch with us today for more infromation about our Partners and their services. We strive to deliver the best customer service possible – and so do our partners!

CONTACT US