Xan Kitchin

"The reasons for recommending Xan and the team at WealthConnexion can be summed up their a consisten, professional and fully transparent approach when offering advice or information. Being slower on the uptake than my clever spouse, Xan never failed to take the time to explain in a manner I was able to relate - whether with hand-drawn mudmaps or the regular tabled report, he always followed up with a formal report confirming all discussion points. So over the years we've taken Xan's advice to suit our ever-changing lifestyles, and over the years, enjoyed some great returns on investments, with a couple of leaner years when market forces dictated. Always, we have been ahead of the standard, and this consistent strategy has truly paid off with our decision to comfortably retire this year! Thankyou Xan, it's a joy to be able to share our appreciation of your expertise."

"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."

"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."

"Very organized and clear information was shared with me. With Xan's advice I am getting a nice nest egg ready for retirement."

"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. Xan is also willing to adapt and take into account our current lifestyle situation when moving forward. When we have sent emails asking for clarification or suggestions Xan answers immediately regardless of the time of day.

It is a pleasure to work with Xan on our financial future."

"Xan has always been extremely knowledgeable about all aspects of finance, giving excellent advice, and been honest and friendly."

"I have had extremely pleasant dealings with Xan for many years. He has an extensive knowledge of all matters financial, and I have never felt like getting a "second opinion" to check on his advices. Any questions I have asked via email, get answered promptly, even when he has been on leave - a rare quality in business these days. I must add that he has a great support staff, and I can recommend him to anyone seeking financial assistance."

"We have been clients of Xan since 2016. From our first contact with Xan we felt comfortable and confident that he was interested in assisting us to reach our goals for retirement. Xan is professional yet friendly and extremely approachable. Xan explains things thoroughly and clearly with reasons for his recommendations. Any time we have had questions or concerns we have phoned or emailed and Xan’s response time has been amazing. He quickly grasps the situation and offers solutions that align with our goals. I have had no hesitation in recommending Xan to several friends, who all have been very appreciative, and who themselves have recommended Xan to their friends."