Alliance Partners

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.

Mortgages and Lending

Who is Smartline ?

Smartline was established in 1999 with the simple goal of building Australia’s best mortgage broking business and putting people, rather than banks, in control of their loan options. Arranging your own home or investment loan is a huge task and weight on your shoulders. So make it easy.  A Smartline mortgage broker will look after everything, give you expert advice and ensure you get the right loan. Arranging your home or investment loan can be a time consuming, confusing and frustrating process.

Why do it yourself, when there are so many benefits to using a Smartline mortgage broker?


Contact Details

Email us about Smartline


Accounting and Self Managed Super Administration

Who is 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.


Contact Details

Email us about Accounting


Who is New Super ?

New Super is a team of experienced, professional self managed fund accountants led by Brad Statham CA, who specialise in self managed superannuation. We provide our SMSF services to accountants, financial advisers, lawyers, stockbrokers and superannuation fund trustees. At New Super they pride themselves on providing high quality, timely services that are competitively priced.

Professional advisers to high net worth clients such as accountants, financial planners, stockbrokers and lawyers are relying on the top quality work that they do’

Contact Details

Email us about New Super


Aged Care Specialists

Who is 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.


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


Legal & Estate Planning

Who is DW Legal ?

DW Legal are a dynamic speciality law firm with a team with over 40 years experience representing businesses and companies. They specialize in insurance, dispute resolution and litigation, building and construction, commercial and property.The Principals established the firm having worked and specialised for many years in large legal firms undertaking and managing high value transactions and disputes. They now bring together a depth and range of experience offered by the larger firms, while delivering real value for money with accessible and personal service that you may not experience at the “big firms”.

At DW Legal they provide high quality service and advice within their key industries to local, national and international clients.


Contact Details

Email us about DW Legal