Brisbane wealth management integration business, Wealth Management Matters, Brisbane, are integrated financial planning partners for accountants, so accounting firms can operate as financial planners in Brisbane.

About Us

At WCA, we're more than just numbers. We understand that your plans and goals are as individual as you are. We pride ourselves on our commitment to providing tailored, effective financial solutions for our clients during every stage of their financial lifetimes.

Our Award Winning History

Established in 1920 as Wappetts Chartered Accountants, WCA has withstood the test of time, growing to become a highly regarded, multi award-winning market leader in integrated Accounting and Financial Planning practices.

Our dedicated teams are proud to be part of a forward thinking business, recognised by an array of accolades and awards including:

Lonsdale Practice of the Year 2015 – WCA Financial Planning
Lonsdale Adviser of the Year 2014 – Tony Bazzana
Chairman’s Council 2015-2016
Chairman’s Council 2014-2015
Tax & Business Advisory Firm of The Year – Global Awards Winner Corporate Livewire 2014

WCA Privacy Policy

Introduction WCA Chartered Accountants are committed to protecting the privacy of the personal information we collect from you and handling your personal information in a responsible manner. We are bound by the Privacy Act and the Australian Privacy Principles (APPs)...

Almost 50 years later WCA are still our accountants

As a young business person in the mid 1960’s I engaged WCA as my accountants. Fast forward almost 50 years they are still my accountant. Since this time I have found them to be always professional, genuinely interested in my affairs, generous with sound advice, obliging to the point that a representative of the firm always got back to me, and the staff always have a cheery smile for you.

Bob Barnes

Reliable accountancy, taxation, superannuation & business assistance

We operate a diverse and complex group of businesses which requires expert and reliable accountancy, taxation, superannuation and business assistance and support. For some years these services have been provided to us in a competent and professional manner by WCA. This firm has highly skilled personnel and the necessary backup systems. The honesty and integrity of the firm are above reproach.

Elton Stone

Reliable and trustworthy accountants

WCA are integral to our business’s success. We appreciate their dedication and their professional and prompt service. We are fortunate to have such a reliable and trustworthy firm of accountants here on the North Coast and we will continue to recommend them to others. They are also willing to visit us at our business which is refreshing and which further indicates their genuine interest in our business.

Michelle Bourke

Best Tax Advantage!

As a small business owner I think it’s vital to get the right advice and to make things work for you to get the best tax advantage and best return possible! I have tried various places over time and felt like no one wanted to do the extra work to help get the most out of all the hard work we put in as a business owner. These guys go above and beyond to help! Highly recommend!

Josh Oliver

Fantastic Service

Fantastic service from a team of experts who really know their stuff. Thanks to the team for looking after us and our clients so well.

Nathan Luke

Why choose us?

WCA offers a full suite of tailored and highly customisable products and services that are capable of growth and change, just like you are. From our ongoing strategic and investment advice, to wealth protection and planning advice, estate planning and everything in between, WCA will keep you on track.

Your first Financial Planning meeting

You’ve made the decision to engage a Financial Planner, the meeting is all booked, but you just don’t know where you’re going to need to start.   You’re not alone. Unravelling your financial circumstances with a complete stranger may feel overwhelming at first....

5 steps to start achieving your Financial Goals in 2018

There is no better time than a new year, to set your focus on new goals to help achieve your dreams and aspirations. But when it comes to setting out your own financial goals, it can seem like a daunting task. You might know what you want, but maybe you aren’t sure...

An important message this Christmas

You are probably ready for a well earned rest! But before you sign off for the year, we would like to extend a few warm words of thanks. Because of you, we're proud to say that we are fortunate enough to see our clients striving for, and achieving their financial...

Meet the Directors

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Steven Trustum

Steven has been with WCA since 1994 and is highly experienced in Audit, Taxation and Business Services, with a special interest in Superannuation, including SMSF and small APRA funds. He is a member of the Institute of Chartered Accountants, a Registered Company Auditor, and Justice of the Peace. He provides extensive knowledge to companies, trusts, partnerships, and individuals. Advising on appropriate business structures, business valuations, tax consolidated groups, and asset protection measures. Also conducting large corporate audits and restructuring to maximise taxation opportunities.

 

Tony Bazzana

Tony is a Chartered Accountant and has been with WCA since 1995. Tony is an integral part of the team, specialising in Financial Planning. Tony’s priority is to help his clients work towards their financial goals. He assists them with goal setting and creating tangible financial wealth management plans. Walking alongside his clients, Tony assists them throughout times of change to ensure they remain on course to achieving their financial aspirations, whatever they may be.

 

Matt Gahan

 

Tania Kirkland

Tania is a Chartered Accountant and Registered Company Auditor and has been with WCA since 1998. She specialises in audit and accounting for companies and not-for-profit organisations. Tania is actively involved in the community and is a well-respected Board Member for Our Kids.

 

Robyn Hatch

 

Thomas Gough
Martin McNamara

Our Clients…

Businesses

We have worked with small to medium size businesses since WCA began in 1922. We have developed a strong reputation for our outstanding solutions driven services that help these businesses to thrive and plan for the future. WCA walk alongside you as your trusted Accountant and Financial Partner for life, always looking at the bigger picture, and how we can help you to achieve your financial goals.

Large Corporates

WCA have been privileged to work with some of the most inspiring large corporates in the Northern Rivers region, throughout Australia, and beyond. Complex compliance requirements are driven by new regulations and legislation. Regular reporting is required, along with high-level financial management. That’s why WCA have developed solution driven services specially tailored to meet the ever-changing needs of large businesses.

Associations

The Not For Profit world is continually impacted by ever changing regulation. Regular audits are required, along with the need to effectively adapt and remain sustainable. WCA has a long history of working alongside Charities and Not for Profits to provide continual advice and compliance support. We are committed to providing a service that reflects your own dedication and values as an organisation. 

Professionals

WCA works closely with professionals from a range of industry sectors including: Doctors and Health Industry Specialists, Dentists, Banking and Finance Industry Specialists, Architects, Solicitors, Optometrists ,Real Estate Agents, Engineers, Business and Property Valuers, Surveyors and Town Planners, Franchisees… and more. Providing accountanting services and compliance requirements, to maximise taxation benefits.

Individuals

WCA works closely with you to ensure your financial obligations and compliance needs are met, whilst helping you to set financial goals and tangible steps towards achieving them. Whether you are looking to maximise your taxation benefits, plan for the future, or ensure your finances are in order, WCA can provide a whole range of services that are specifically tailored towards you.

Retirees

Your retirement should be a time of enjoyment and financial security and stability. WCA walk alongside you as your trusted advisor to ensure your accounts, investments, and financial plans are in order, and working hard on your behalf.

Get in Touch

To discuss your Accounting and Financial needs.
Contact WCA for a confidential and obligation-free consultation.

CALL US NOW