Partners & Affiliates
Trusted relationships that strengthen your advice
At K Point Wealth, we believe great financial advice doesn’t exist in isolation.
That’s why we work closely with a select group of trusted specialist partners, professionals who share our commitment to your financial wellbeing and long-term outcomes.
These relationships allow us to deliver more complete, considered advice, ensuring every aspect of your financial situation is supported by the right expertise.
Our Alliance Partners
Specialists we trust to support our clients
K Point Wealth works alongside a carefully chosen group of alliance partners. Each brings specialist knowledge and experience that complements our advisory services and helps ensure our clients receive holistic, well-rounded support.
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 K Point Wealth 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 KPW 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.
- 07 3343 5133
- lucasgarnerca@optusnet.com.au
- First Floor, 45 Sanders Street, Upper Mt Gravatt
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.
- 1300 770 149
- admin@aquilasuper.com
- www.aquilasuper.com
- Unit 13, 18 Blanck Street, Ormeau QLD 4208
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.
- 1300 730 074
- info@haaa.com.au
- www.haaa.com.au
- PO Box 4737, Eight Mile Plains, QLD 4113
Alpha Investment Management
Alpha Investment Management (Alpha) is responsible for operating and overseeing the K Point Wealth Investment Committee, providing independent, professional investment management and governance.
Alpha’s highly regarded investment team, lead by Chief Investment Officer Jeff Mitchell, specialises in the development and management of objective-based investment solutions by employing a disciplined, fundamental valuation driven approach for portfolio construction to support clients to achieve their goals.
- 07 5406 5000
- www.alphainvestmentmanagement.com.au
- Suite 1, Level 5, 124 Exhibition Street, Melbourne VIC 3000
Hunter Galloway
Hunter Galloway are mortgage specialists focused on helping clients navigate lending with clarity and confidence. Known for their structured, advice-led approach, they provide guidance across home loans, refinancing and investment lending — ensuring finance decisions align with broader financial goals. Their team works closely with clients to simplify what can often feel complex, delivering tailored lending solutions that support long-term strategy, not just short-term outcomes.
“Nathan and I have been working together since 2020, helping mutual clients structure smart, compliant financing solutions across mortgages, business lending and broader wealth strategies.
Good outcomes for clients usually come from collaboration between advisers and lending specialists — particularly in more complex scenarios where tax, cashflow, lending policy and long-term strategy intersect.”
- 1300 088 065
- hello@huntergalloway.com.au
- www.huntergalloway.com.au
- 300 Queen Street Brisbane, QLD 4000
Estate First Lawyers
Estate First® Lawyers was established in 2009 with the vision to provide quality, comprehensive estate planning to protect you if you ever become incapacitated and to ensure, to the extent possible, the smooth and harmonious transfer of wealth from you to your loved ones when the time comes.
We bring care and attention to detail to our service, and will tailor an estate plan that you and your loved ones will be able to rely on, at one of the most challenging points in your life. Our service to you doesn’t stop there. We’ll guide and help you and your family through the estate administration process at the time that you lose a loved one.
It is part of our core values to ‘plan, protect and secure’ your interests, and your legacy. This is when the estate plan you created years earlier will be put to the test – and a well thought through estate plan now comes into its own.
We have quickly grown to become one of the largest estate planning legal teams in Australia, providing an Australia wide service, and with offices in Queensland, New South Wales and Victoria.
- 1300 132 567
- info@estatefirst.com.au
- www.estatefirst.com.au
- Level 18, 324 Queen Street, Brisbane, QLD, 4000
Complete advice, one conversation.
By working with trusted specialists, we help simplify complex decisions and reduce the need for multiple conversations across different providers. Get Started.