About Us

Your Trusted Partner in Financial Success
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Our Story

At Wealth Creation, our journey began in 1994 with a clear purpose: to empower individuals and businesses to achieve their financial goals. Our founder, Stephen Bailey, envisioned a firm that would offer more than just numbers; one that would become a trusted partner, providing comprehensive and personalised accounting and financial services. We continue to honor the memory of Stephen in ensuring our staff continue to provide a service he would be proud of.

With a focus on integrity, efficiency, and personal attention, Wealth Creation has grown to become a leading provider of accounting, tax, and financial planning services in Australia. We serve a diverse clientele, ranging from individuals and families to small businesses and corporations.

Our Mission

To deliver tailored financial solutions that empower our clients to achieve their financial dreams.

Our Vision

To be the most trusted and respected accounting and financial services firm, renowned for our client-focused approach and unwavering commitment to excellence.

Our Approach

  1. Personalized Service: We understand that every client is unique, and we provide tailored advice that aligns with your specific financial goals.
  2. Expertise and Experience: Our team of highly skilled professionals brings decades of experience in accounting, tax, and financial planning.
  3. Holistic Solutions: From tax planning to business advisory, we offer a broad range of services to meet your comprehensive financial needs.
  4. Transparent Advice: Integrity and transparency are at the core of our approach, ensuring you receive clear and honest advice.

Our Core Values

Integrity

We uphold the highest standards of integrity in all our actions and advice.

Efficiency

Our processes and strategies are designed to deliver timely, efficient solutions.

Personal Attention

We take the time to understand your unique needs and goals.

Collaboration

Together, we create tailored strategies for your financial journey.
Meet our team

The people behind it all

Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.
Carol Penstone
Snr Accountant - MIPA AFA 332066
John Hillen
Snr Accountant - ACA ANZ 2014890
Laurinda Chapman
Chartered Accountant - CA ANZ 2126132
Sheena McPhee
Snr Accountant - AIPA AFA 291330
Venus Miller
Tax Consultant
Lily Chiang
SMSF Specialist - CA ANZ 3023720
Jarrod Flanagan
Mortgage Broker
Martin Smith
Mortgage Broker
David Carson
Financial Advisor

Still have questions?

Can’t find the answer you’re looking for? Feel free to chat with our friendly team.