Our People
Advice delivered by a team, not just an individual
At K Point Wealth, our clients are supported by a collective of experienced advisers working together.
This team-based approach means your advice is considered, consistent, and supported by depth, giving you confidence today and continuity into the future.
Why Our Team Matters
Strength, continuity, and considered advice
Financial advice is rarely simple — and it shouldn’t rely on one person alone. Our team model brings together a range of experience, perspectives, and specialisations, ensuring every client benefits from well-rounded, thoughtful guidance.
Depth of expertise
Your advice is informed by collective knowledge across investments, retirement planning, aged care, and long-term strategy.
Better decision-making
Collaboration strengthens outcomes, helping ensure advice is considered, balanced, and aligned to your goals.
Continuity over time
A team-led approach supports consistency and peace of mind, even as circumstances change.
A genuine relationship
You’re supported by people who know you, and a broader team who support them.
Meet Our Advisers
Experienced professionals, focused on you
Our advisers are united by a shared commitment to clear communication, ethical advice, and long-term client relationships. Each brings their own experience and strengths, while working within a collaborative, client-first framework.
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
Ready to meet the team?
Your first conversation is complimentary, obligation-free, and focused on understanding you and your goals. Get Started.