Xen Wealth

What Xen Wealth does

Xen Wealth is a privately held Brisbane-based financial services firm founded in 2015 that delivers three integrated service lines from a single Paddington office: financial planning (wealth creation, protection, superannuation, and retirement planning), accounting and tax compliance with business advisory for small and medium enterprises, and home-loan lending delivered through a channel partnership with Eightfold Finance Pty Ltd (operating under Connective Credit Services ACL 389328). The firm is led by four directors — Matt Pearson, Shane Arnold, Kent Blucher, and Michael Murray — supported by a team of approximately ten professionals including accountants, client services managers, a finance broker, and a financial planning associate, with combined industry experience exceeding 50 years.

The firm serves individual clients and families, small to medium business owners, home buyers and property investors, and a niche cohort of Australian sports and entertainment professionals (anchored by director Matt Pearson's CPA-credentialed specialisation and Shane Arnold's book of high-profile athletes). Xen Wealth operates a sales-led, relationship-driven go-to-market built around complimentary no-obligation initial consultations and scheduled face-to-face appointments, supplemented by an active blog publishing tax updates, superannuation changes, and ATO regulatory guidance as a top-of-funnel demand generation channel. Revenue is generated through professional services fees across the three streams — financial planning fees, accounting and tax compliance fees, and lending commissions — with pricing not publicly disclosed. The firm holds no proprietary technology platform, develops no AI or ML capabilities, and operates exclusively within the Australian domestic market.

Name

Xen Wealth

Legal name

Xen Wealth

Website

https://xenwealth.com.au

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Xen Wealth is a Brisbane-based financial services firm offering integrated financial planning, accounting, and lending services to individuals, SMEs, and sports & entertainment professionals from a single Paddington office.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Financial planning services
• Accounting tax services
• Home loan lending
• Business advisory services
• Wealth management advice

Headquarters

HQ city

Paddington

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Financial Planning Services: Tailored financial planning services to meet life goals, including wealth management, protection planning, superannuation, and retirement planning.
2. Accounting and Tax Services: Full range of accounting, tax compliance, and business advisory services for individuals and businesses.
3. Lending Services: Home loan services for first home buyers, investors, and refinancing, facilitated through Eightfold Finance Pty Ltd.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Xen Wealth is a Brisbane-based financial services firm offering three integrated practice lines: Financial Planning (tailored wealth creation, protection planning, superannuation and retirement advice), Accounting (tax compliance, business advisory and specialised services for SMEs and sports & entertainment clients), and Lending (home loans including first home buyer, investment, variable/fixed rate and refinancing solutions facilitated through Eightfold Finance Pty Ltd).

Product overview

Xen Wealth is a Brisbane-based financial services firm offering three integrated core service lines: Financial Planning (wealth creation, protection, superannuation, and retirement planning), Accounting (tax compliance, business advisory, and specialized services for sports & entertainment industries and SMEs), and Lending (home loans and refinancing through a partnership with Eightfold Finance Pty Ltd). The firm combines over 50 years of industry knowledge to provide holistic financial solutions for individuals and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Tailored financial planning service covering wealth management, protection planning, superannuation and retirement planning to help clients achieve financial objectives through various life stages. Targeted at individual clients, families, small business owners and select sports & entertainment professionals.
• Accounting Services Full range of accounting, tax compliance and business advisory services delivered by CPA-qualified accountants, with specialisations for sports & entertainment industry clients and small to medium businesses. Aimed at SMEs requiring accounting, tax and business advisory support and at professionals in the sports & entertainment segment.
• Lending Services Home loan brokerage service covering first home buyer loans, investment loans, standard variable and fixed rate loans and refinancing solutions, facilitated through Eightfold Finance Pty Ltd (authorised under Connective Credit Services Pty Ltd Australian Credit Licence 389328). Targeted at first home buyers, property investors and borrowers seeking to refinance.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Eightfold Finance Pty LtdcoreChannel Partner/ Reseller/ DistributorEightfold Finance Pty Ltd ACN 681 058 177 is authorised under Connective Credit Services Pty Ltd Australian Credit Licence 389328. They provide lending services including first home buyer loans, investment loans, standard variable and fixed rate loans, and refinancing solutions through Xen Wealth's lending division.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bridges Wealth Management: Australian integrated financial advisory and accounting firm offering a similar three-pillar model (financial planning, accounting, lending) to private clients and SMEs, making it the closest direct comparable in scope and target segment.
• Heffron: Australian specialist SMSF and wealth advisory firm serving individuals and small businesses; comparable in client profile (HNW/mass-affluent families) and superannuation/retirement focus, though more SMSF-centric.
• Pilot Partners: Brisbane-based chartered accountants and business advisors serving SMEs and HNW individuals, overlapping with Xen Wealth's accounting and business advisory service line and Brisbane geography.

Broad incumbents

• Crowe Australasia: Australian accounting, tax, and business advisory network with wealth management capabilities; comparable multi-discipline model serving SMEs and HNW clients but at a national scale.
• Count Financial: Established Australian financial advisory licensee network providing financial planning and lending services to retail and HNW clients; comparable in private-client investment advice offering but operates at significantly larger scale across multiple states.
• Morgans Financial: Diversified Australian wealth management, stockbroking, and corporate advisory firm; comparable in private-client investment advice and lending-adjacent services but significantly larger and more institutional.
• William Buck: Mid-tier Australian accounting and advisory firm with integrated wealth management services for SMEs and HNW individuals; comparable multi-discipline model but materially larger and nationally distributed.
• BDO Australia: Top-tier Australian accounting and business advisory network with wealth management and lending-adjacent services; overlaps in serving SMEs and HNW clients but operates at much greater scale and with a broader service portfolio.
• RSM Australia: Mid-tier Australian accounting, tax, and business advisory firm with wealth advisory capabilities; comparable in serving SMEs and HNW individuals with combined accounting/advisory offerings.
• Ord Minnett: Australian private wealth manager and stockbroker serving HNW individuals with integrated financial planning and lending services; comparable in client segment but operates nationally and at much greater AUM scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/xenwealthpaddington
• LinkedInlinkedin.com/company/xen-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Xen Wealth