Wealth Connexion wins back-to-back top national business award

Wealth Connexion managing director Alexander (Xan) Kitchin has announced that the Brisbane headquartered leading financial planning business has won Sentry Advice’s (Sentry) prestigious national financial advisory Practice of the Year award for the second consecutive year.

 

The national annual award recognises Sentry’s most successful and exemplary role model business in the provision of best practice financial advice and client service. 

 

In addition, the award acknowledges success in building a resilient and sustainable advisory practice of the future.

 

Commenting further on the achievement Xan Kitchin said he was immensely proud of the Wealth Connexion team as it reflected their collective dedication to business and client service excellence.

“Most importantly, the back to back winning of the award is an important affirmation of our business strategy and direction”, added Xan Kitchin.

 

“It encompasses providing the highest standards of financial advice, exemplary client service and employee engagement (including ongoing training, personal and professional development), business sustainability and operational efficiency through the utilisation of modern processes, technology and innovation”.

 

“Business goals and strategies are not a ‘set and forget’ undertaking, hence the engagement of leading business improvement consultancy Peloton Partners to assist us with this process”.

 

Xan also affirmed Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are –

 

1. Professionalism – continuously and objectively challenging the status quo i.e. doing things better.

2. Client – providing peace of mind, value and confidence in the informed financial decisions they have made.

3. Client service – the keystone of good business and longevity.

4. Compliance – the most important undertaking of advice businesses.

5. Expertise Education Experience – requires constant investment.

5. Continuous Improvement – the only way for a business to remain relevant.

  

All nominations for Sentry’s Practice of the Year Award are assessed by an independent panel that considers each practice rigorously against an industry benchmark criterion that compasses the foundation pillars of good advice businesses – Commercial, Marketing, Operations, Client Management and People.

In congratulating Wealth Connexion, Sentry’s Head of Advice, David Newman commended the practice for ‘not standing’ still after winning the award in 2017. 

 

“Wealth Connexion’s systems and processes are excellent.  Their well-established culture of planning and accountability has helped them to successfully adapt to the changing industry, as well as changes within their business”, affirmed David Newman.

 

In keeping with Wealth Connexion’s core drivers of business success, Xan Kitchin confirmed that growth was an objective for the coming year and this included the potential expansion of an additional office in South East Queensland.

 

Depending on ‘cultural fit’, strategic acquisition or alliances would be considered too.

 

Two associate advisers are currently being mentored by Xan Kitchin and fellow director Stuart Engel in readiness to support the client advisory and engagement activities of Wealth Connexion.

 

Xan Kitchin concluded, “Wealth Connexion’s success didn’t just happen as the result of good luck.  From inception, it has been underpinned by a very clear vision of the future and a robust strategic plan and corporatised operational framework”. 

 

“Our values are simple – the provision of the highest standards of comprehensive holistic financial planning advice and an uncompromising commitment to the highest standards of service”.

 

“Above all we take immense pride in being a relationship-based business that provides clients the confidence to make informed financial decisions.  This in turn is reflected by our clients readily recommending Wealth Connexion to family, friends and business associates.”

 
 

Issued by Wealth Connexion Pty Ltd    www.wealthconnexion.com.au                   

Wealth Connexion is a Corporate Authorised Representative of Sentry Advice Pty Ltd ABN 77 103 642 888. Sentry Advice holds an Australian Financial Services Licence (AFSL) No. 227 748 (Sentry).

 

Media enquiries:  Mr Joe Perri, Joe Perri & Associates Pty Ltd

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