Business Details
32 Years
experience
Your Trusted Accounting & Financial Planning Partner in Merriwa
Wealth Creation was founded in 1994 with a commitment to delivering personalized, stress-free financial solutions. Our practice began as a home-based accounting service focused on individual attention and has evolved into a trusted partner for businesses and individuals across Australia. With over 30 years of combined experience, our team of certified professionals specialises in accounting, tax compliance, financial planning, and business advisory services. We prioritise integrity, efficiency, and tailored strategies to meet each client's unique needs. Our expertise extends to Self-Managed Super Funds, mortgage solutions, and strategic business growth, supported by accreditations from leading industry bodies.We maintain a client-centric approach, offering transparent communication and ongoing support to ensure long-term financial success. Our team's deep understanding of regulatory requirements and dedication to continuous professional development solidifies our position as a reliable authority in financial services. By combining technical expertise with a personal touch, we empower clients to navigate complex financial landscapes with confidence.
Services
Accounting Services
Tax Services
Financial Planning
Business Advisory
Self-Managed Super Funds
Mortgage Solutions
Bookkeeping Packages
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined experience in accounting and financial planning
- Our team includes certified professionals with MIPA, ACA, and CA accreditations
- We provide tailored solutions for accounting, tax, and business advisory needs
- We specialise in end-to-end SMSF management and compliance services
- Our mortgage brokers deliver customised home loan and debt reduction strategies
Associations and certifications
- MIPA
- ACA ANZ
- Chartered Accountants Australia and New Zealand
- AIPA
What people say
Highly recommend
Quick to respond
Great team
Efficient
On the ball
Services
Accounting Services
Our accounting services provide comprehensive financial management for individuals and businesses. We handle bookkeeping, payroll, and financial statements while ensuring regulatory compliance. Our team delivers customised strategies for strategic decision-making through accurate reporting and management accounting.
Tax Services
We simplify tax compliance for individuals and businesses with expert preparation and advisory services. Our team handles tax returns, GST compliance, and audit resolution while optimising your position through strategic planning and deduction maximisation.
Financial Planning
Our financial planning services create tailored strategies for retirement, superannuation, and investment growth. We conduct risk assessments and asset allocation planning to secure long-term financial stability aligned with personal goals.
Business Advisory
We provide strategic advisory services for business growth, covering cash flow analysis, corporate governance, and business valuation. Our team delivers actionable insights for improving profitability and operational efficiency across all business stages.
Self-Managed Super Funds
Our SMSF services offer end-to-end support including fund setup, compliance management, and tax optimisation. We provide auditing services and strategic advice to help clients maintain control over their retirement savings while meeting regulatory requirements.
People
Carol Penstone
Senior Accountant
Certified MIPA accountant with over 15 years' experience in business accounting solutions. Specialises in tax compliance and financial reporting for small to medium enterprises.
John Hillen
Senior Accountant
ACA ANZ accredited professional with expertise in corporate accounting and regulatory compliance. Provides strategic financial advice to businesses across various industries.
Laurinda Chapman
Chartered Accountant
Chartered accountant specialising in business advisory services. Focuses on cash flow management and corporate governance for established companies.
David Carson
Financial Advisor
Authorised financial planner with expertise in retirement strategies and investment portfolio management. Helps clients achieve long-term financial security through personalised planning.
Lily Chiang
SMSF Specialist
Chartered accountant specialising in Self-Managed Super Fund solutions. Provides comprehensive SMSF setup, compliance, and auditing services for retirement planning.
Questions
What accounting services do you offer?
We provide comprehensive accounting services including bookkeeping, payroll management, financial statement preparation, and BAS lodgement for businesses of all sizes.
Do you handle both personal and business tax returns?
Yes, we prepare and lodge individual and corporate tax returns while providing strategic tax planning advice to optimise your position and ensure compliance.
What financial planning services are available?
Our financial planning covers retirement strategies, superannuation advice, investment portfolio management, and risk assessment tailored to your personal goals.
Can you assist with SMSF setup and compliance?
Yes, we offer end-to-end SMSF solutions including fund establishment, compliance management, auditing services, and tax optimisation strategies.
Do you provide mortgage brokering services?
Our mortgage brokers offer customised home loan solutions, investment financing, and debt reduction strategies to support personal and business financial goals.
Reviews (4)
Alagba Oye
Sep 22, 2021
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Invest with a well known company where you will have access to create and fund your account yourself, have full access to be monitoring your trading, how your profit goes ,and at the end of every successful trading, you can place your withdrawal requests to your bank account or bitcoin wallet with no stress. I am a living witness. With MRS Sherry Murphy , trading is made easy. Here are possible link to contact her Murphysherry303@gmail.com WhatsApp :+ 13153028128
Joe Tewes
Aug 16, 2021
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Laurinda is the best accountant I've had, she's all over the tax system. I've been with wealth creations for nearly 20 years and will always go to see them for my tax assessments, truly professional team.
Veena B.
Jan 21, 2021
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Was introduced to Wealth Creation by a friend. Sheena our tax accountant was very friendly and professional. Joanna the receptionist was very helpful. Overall a great experience.
Dr. Brett Davies Legal Consolidated
Oct 06, 2018
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Sheena and her team are wonderful people. They are great and professional people. They are well respected by the profession.
