About Us
About Us
Create a life you value.
Financial stability isn’t a certain sum of money. It’s the freedom to live life on your terms.
Whether you’re buying a home, growing your family, reducing debt, planning for retirement or working towards another goal, our advice is tailored to you, so your money supports the life you want to live.
Based in Cairns, Wealthpoint Financial Planning works with clients across Queensland and Australia-wide, in person or remotely. We help people from all walks of life and every financial starting point. If you’re ready to take control of your finances and want qualified, professional advice, we’d love to hear from you.
We’re a team of experienced, passionate professionals. We’ll celebrate your wins, help you through the challenges, and keep you on track towards the future you want. We also work alongside your accountant, mortgage broker and other professionals, so everything fits together and you don’t have to manage it all yourself.
We’ll never tell you how to live your life. Our role is to look at your situation objectively, explain your options clearly, and give you ongoing advice so you understand where you stand and feel confident in your decisions.
Our Team
Iain Jeffery
Founder of Wealthpoint Financial Planning
Iain founded Wealthpoint Financial Planning in Canberra in 2020 and later expanded the business to Mount Isa, growing it to serve clients throughout Australia.
Over more than 20 years in financial planning, Iain has worked across a wide range of advice settings: a small family-owned business looking after pre-retirees and retirees, large institutions, an industry fund, private client firms, and specialist SMSF and personal insurance practices.
Iain is a Certified Financial Planner and holds a Masters in Financial Planning, specialist SMSF advice credentials, an Advanced Diploma of Financial Services as well as a Bachelor of Science.
In 2026, Iain made the decision to step away from the business and sought a trusted adviser to continue caring for his clients. Wealthpoint Financial Planning is now led by Thirza Stacey and the Affinitas NQ team, based in Cairns. We thank Iain for the business he built and the trust his clients placed in him and now our team going forward.
Do we sound like a good fit? Speak to our team today.
TS Professional Services Pty Ltd T/As Wealthpoint Financial Planning and T/As Affinitas Financial Planning NQ is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
Suite 211, 181 Mulgrave Road
Bungalow QLD 4870
By appointment only
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