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Planning Areas

  • Life Insurance
  • Superannuation Services
  • Home Loans
  • Retirement Savings
  • Wealth Creation
  • Financial Advice and Coaching
  • Managed Investments
  • Securities
  • Government Debentures, Stocks, and Bonds
  • Deposit Accounts

Welcome

STK Financial Services, and our sister company, STK Home Loans, are dedicated to helping people achieve their financial goals in life. Any individual, business owner, couples or family at any stage in life can benefit from our advice and planning. We offer comprehensive help in several financial services and planning areas.

Our goal is to provide our clients with peace of mind, financial security, sound investments and savings advice, and home loan assistance. We are a “one stop shop” where our clients can get all of the services and advice they need to make their dreams for the future a reality through sound financial planning and implementation. We work with our clients’ one on one in a friendly but professional environment. We can best be described as financial lifestyle coaches.

Our sister company, STK Home Loans, secures mortgages to meet individual needs.


Our expertise

We are qualified and accredited Financial Planners, Wealth Advisers and Mortgage Brokers with over twenty-five years of successful experience. We know how to treat our clients as if they were our family. We know how to protect their assets and grow their resources to meet their future needs.

Contact us today to learn more. Tell us what you want for yourself or your family and find out how we can help you get it.

Wealth Today Pty Ltd Australian Financial Services Licence No 340289. Susan Lepidi Sub Authorised Representative No. 286625 of STK Group Pty Ltd Corporate Authorised Representative No. 339311.




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FINANCIAL advice reforms will give investors greater protection, Financial Services and Superannuation Minister Bill Shorten says.

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