Wealth Management

Strategic planning for financial confidence

Navigating financial decisions can be overwhelming without the right guidance. Our wealth management services are provided through our joint venture partners Knight (AFSL No. 438631). They are industry experts and hold their own financial services license which means they are not tied to any banks or financial institutions. In partnership we provide a seamless blend of tax expertise and wealth strategy to help you make confident, informed decisions.

Whether you’re growing your assets, planning for retirement, or protecting your family’s future, we’re here to make sure your financial pathway is structured, secure, and sustainable.

How we help

Our wealth management services go far beyond the numbers. We take a holistic view of your financial life — combining structure, strategy and compliance — to grow and safeguard your assets. Whether you need investment advice, retirement planning, or a smart superannuation strategy, we deliver solutions grounded in experience and tailored to your financial goals.

Who we are

STA Accountants is a regional firm with a local heart. Our team blends technical expertise with a practical understanding of what makes local businesses thrive. We value transparency, partnership, and long-term relationships built on trust. When you work with STA, you work with people who genuinely care about your success.