Xan Kitchin

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. We have always felt assured that the advice given is correct, and to date have not been disappointed. He always provides the time needed to explain in detail all actions and their impacts of our wellbeing. He does all of this with a warm and compassionate approach.

Xan has been looking after me for over 15 years and has always explained things very clearly. Our meetings to discuss the performance of our investments and the reasons behind any changes are always well-explained and make perfect sense. Understanding this complex field without expert advice and assistance would be challenging, which is why I rely on Xan’s expertise and reputation. I highly recommend his services.

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. He has helped us prepare for my mother’s move into aged care and pensions available to her, and also provided us with the best strategies for the sale of our businesses and superannuation advice. Xan’s team are very friendly and efficient and I don’t know where we would be without his guidance and wealth of knowledge over the years. Thank you.

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. Xan has fulfilled that role perfectly and we are pleased to say that our strategy is bearing the fruit of Xan's expertise and experience. It is always a pleasure meeting up with Xan for our reviews and would not hesitate recommending Xan as your financial adviser.