About
A considered approach to financial advice
K Point Wealth is built on the belief that good financial advice should be clear, personal, and designed to support you through every stage of life. Our role is to help clients make confident decisions,with guidance that’s thoughtful, transparent, and grounded in long-term partnership.
Who We Are
On-Point Financial advice. Built around you, not products
K Point Wealth is a financial advisory firm that helps people stay on point with their financial goals, offering trusted guidance that brings clarity, confidence and direction.
We support individuals and families through life’s key financial turning points — from retirement planning and wealth building to preserving their legacy — with personalised advice that helps them move forward with purpose.
We go beyond technical advice, and bring clarity to complexity, security to uncertainty, and direction to each decision. Because when your financial path is clear, you can focus on what truly matters: enjoying life today and creating meaningful impact for the people who matter most.
Our Purpose, Mission & Vision
Our Purpose
To help people feel clear, confident and in control of their financial future.
Our Mission
To provide financial guidance that delivers security, clarity and lasting confidence, for today, the future, and for generations to come.
Our Vision
What Guides Us
The principles behind how we work
- Client-first, alwaysEvery recommendation starts with understanding your goals, circumstances, and concerns, not fitting you into a pre-set solution.
- Clarity and transparencyWe believe financial advice should be easy to understand. We explain options clearly, are open about fees, and ensure you always know what to expect.
- Long-term partnershipWe build ongoing relationships, supporting clients through change with advice that evolves as life does.
Our Story
Built for the long term
K Point Wealth has grown through a commitment to thoughtful advice, strong governance, and a belief in team-based decision-making.
Over time, our services have evolved to support a wider range of life stages and increasingly complex needs including retirement planning, aged care advice, and practice transitions.
Our growth reflects a simple principle: when advice is delivered with care, clarity, and integrity, relationships last.
Our Team
Strength in depth
At K Point Wealth, advice is never reliant on a single individual
Our clients benefit from the collective experience of a multidisciplinary advisory team working together to provide consistent, considered guidance.
This team-based approach supports continuity, stronger decision-making, and peace of mind, knowing your advice is backed by shared expertise.
Award-Winning Advice, Trusted by Clients.
Recognised for professionalism and client care
Industry recognition reflects our commitment to ethical advice, professional standards, and positive client outcomes.
Testimonials
What our clients say
“Xan has always demonstrated a friendly yet professional approach to all our dealings. He makes you feel comfortable with strategies as he takes the time to explain.”
Michael, 56 – 65 years, Shorncliffe, QLD
“Xan provided financial advice leading up to retirement and managed our financial transition from full time work to retirement. In retirement we wanted an adviser that we could trust with a set and forget strategy knowing that our financial future will be secure in retirement.”
Mark, 65+ years, Coolangatta, QLD
“We would be more than happy to recommend Xan and his team at Wealth Connexion for financial planning and advice. Xan has provided us with invaluable guidance and advice throughout the last 12 years.”
Therese, 56 – 65 years, Samford Valley, QLD
“Xan always treats providing help, support, and advice as a personal objective. He has a great team whom he uses to ensure that any support needed when he is not immediately available, are across the issue and have the competence to provide what is needed.”
Peter, 65+ years, Wavell Heights, QLD
Why Work With K Point Wealth
What our clients value most
Clear advice explained in plain English
A trusted relationship, not a transactional service
Ongoing support through life’s changes
Depth of expertise across the whole team
Confidence and peace of mind in financial decisions
Let’s start with a conversation
Your first meeting is complimentary, obligation-free, and focused on understanding you, not selling products. Get Started.