Looking for a First-Class Financial Planner?
At Creo Wealth
we pursue Better.
For You.
Don’t work harder! make your money work smarter
If you’ve been searching for a financial advisor, you’ve probably noticed that most advisory firms are focused purely on older people. And you’re right.
Creo Wealth is different . We’re about empowering people of all ages. All generations. And from all backgrounds.
Why? Because acquiring wealth shouldn’t just be for the wealthy.
You deserve more than spending a life chasing your dream life – you deserve to live it.
So… where are you right now?
There’s a common myth that in order to be wealthy, you must earn a lot of money. But it’s not about what you earn – it’s what you choose to do with it.
Thinking of your financial status and would like to know more about us? Our video summarise who we are, and what we do. Press the play button to discover more about Creo Wealth.
Which stage of life are you at?
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Starting Out
Look, we get it. The thought of financial planning can be both unattractive and distressing if you’re a millennial. But we want to help you build strong foundations to reach your goals – whateve they may be. It’s not about saving 50% of your earnings every week; it’s about creating a tailored solution that works for you.
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STEP 1
Let’s chat. All about your dream future and what it involves in five, 10 or even 20 years. Whether it’s about affording travel, a home, or the latest pair of Jimmy Choos (Kylie gets you), we want you to achieve it.
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STEP 2
Let’s get to work. Planning is what we do best! Our strategies are based on what’s best for you, so you know the paths we recommend are beneficial to your wants and needs. We’ll be there with you to implement your steps to financial freedom.
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STEP 3
Let’s catch up. Your needs and wants are going to change over the years, so it’s only natural that your financial strategy should, too. By conducting regular reviews of your finances, we can assess what’s working for you and what else we can do to achieve your goals.
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Building Your Empire
You’re on track for world domination but need a financial plan in place to ensure success. You might be looking at investment opportunities , setting up a self-managed super fund, or playing it smart with personal risk insurance. Whatever the next step is, we’ll help you take it.
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STEP 1
Let’s chat. We’ll discuss where you are financially, and where you want to be. By assessing any current investments and superannuation, we can make sure we’re a good fit to increase your financial health.
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STEP 2
Let’s get to work. We’ll help you implement your newly devised financial strategy. The plan will be entirely tailored to your wants and needs for the best possible outcome. You’ve worked hard for your money, so now let’s make it work for you.
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STEP 3
Let’s catch up. Your goals are going to shift over time, so it’s important that we regularly review your strategy. There’s no ‘set and forget’ with financials – we’ll make sure you stay on track.
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Did Somebody Say the ‘R’ Word?
Ah, the moment you’ve been waiting literally your entire life for – sweet, sweet retirement! Let’s map out what that looks like for you. (We’re envisaging beaches, notso-tasteful Hawaiian shirts and cocktails with tiny umbrellas – but that might just be our dream.)
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STEP 1
Let’s chat. Over a coffee or something stronger! This will help us understand where you want to be financially as you head into retirement. Or, if you’re already retired, we’ll see if we can make a difference to your current plan.
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STEP 2
Let’s get to work. We’ll look at how to maximise your savings and superannuation so you have the finances to fund your lifestyle expectations in retirement – cocktails with tiny umbrellas or not.
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STEP 3
Let’s catch up. We like to keep on top of changing Government legislation so we can always be a step ahead with your wealth strategy. Reviewing periodically is crucial to maintainin your financials and growing your wealth – and we’re here to do that for you.
