AT CREO WEALTH

WE PURSUE
BETTER. FOR YOU.

Don’t Work Harder; Make Your
Money Work Smarter

Don’t Work Harder; Make Your
Money Work Smarter

Don’t Work Harder; Make Your
Money Work Smarter

Don’t Work Harder; Make Your Money Work Smarter

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TOP RATED ONLINE

Plan, protect and achieve your financial future with Creo Wealth, Penrith’s leading superannuation, investment and wealth creation advisors.

Creo Wealth
Is Different

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.

Why Creo Wealth?

Or Phone Us Today on 02 9629 1866

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. 

Make the most of your income and savings by planning your financials in your 20’s and 30’s. Castle Hill’s most preferred Financial Advisors, Creo Wealth.
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Amazingly smart and clear explanation of financial planning. Love these guys. Ones to trust.

Kate

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 – whatever 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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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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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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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.

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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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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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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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.

Stay on track with your finances by chatting to Creo Wealth, Financial Planning specialists in the Penrith, Castle Hill and Blue Mountains areas.
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Anthony and Kylie put my finances into everyday speak so that my experience of managing my money and making it work for me is not daunting in the slightest.

Natalie

Take the complexity our of retirement and aged care planning with help from your friends at Creo Wealth. Maximise your savings and achieve financial freedom.
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Great people, genuine, down to earth and honest as the day is long. Highly recommended!

James

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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Let’s catch up. 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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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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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 maintaining your financials and growing your wealth – and we’re here to do that for you.

Ready to make your money work for you?

Are you in the Penrith, Blue Mountains or Castle Hill area? There’s truly no better time than now. We all dream. We all plan. We all have a goal. That’s our future – and beyond creating it, we need to protect it. Meet Anthony and Kylie, and book an obligation-free appointment online. Alternatively, give us a call on (02) 9629 1866 – we love a good chat!

Ready to make your money work for you?

Are you in the Penrith, Blue Mountains or Castle Hill area? There’s truly no better time than now. We all dream. We all plan. We all have a goal. That’s our future – and beyond creating it, we need to protect it. Meet Anthony and Kylie, and book an obligation-free appointment online. Alternatively, give us a call on (02) 9629 1866 – we love a good chat!

Ready to make your money work for you?

Are you in the Penrith, Blue Mountains or Castle Hill area? There’s truly no better time than now. We all dream. We all plan. We all have a goal. That’s our future – and beyond creating it, we need to protect it. Meet Anthony and Kylie, and book an obligation-free appointment online. Alternatively, give us a call on (02) 9629 1866 – we love a good chat!

Ready to make your money work for you?

Are you in the Penrith, Blue Mountains or Castle Hill area? There’s truly no better time than now. We all dream. We all plan. We all have a goal. That’s our future – and beyond creating it, we need to protect it. Meet Anthony and Kylie, and book an obligation-free appointment online. Alternatively, give us a call on (02) 9629 1866 – we love a good chat!

How We Help

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.

How We Help

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.

How We Help

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.

How We Help

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.

Resources

Financial Planner West Sydney

Free eBook

Building Blocks to Financial Freedom
The essential basics to start building your wealth and obtain financial freedom.
Financial Planner West Sydney

Free eBook

Superannuation
This guide covers factual information to assist you in understanding.
Financial Planner West Sydney

Free eBook

Personal Risk Insurance
This guide contains factual information to help you understand the types of personal insurance available to you.

Resources

Financial Planner West Sydney

Free eBook

Building Blocks to Financial Freedom
The essential basics to start building your wealth and obtain financial freedom.
Financial Planner West Sydney

Free eBook

Superannuation
This guide covers factual information to assist you in understanding.
Financial Planner West Sydney

Free eBook

Personal Risk Insurance
This guide contains factual information to help you understand the types of personal insurance available to you.

Free eBook

Building Blocks to Financial Freedom

The essential basics to start building your wealth and obtain financial freedom.


This guide will help you:


Know where to start. 

 How to set goals. 

 Gain a clear picture of your what your financial future will look like.

  • This field is for validation purposes and should be left unchanged.

Free eBook

Superannuation


This guide covers factual information to assist you in understanding:


Types of superannuation funds.

Superannuation considerations.

Superannuation death benefit nominations.

  • This field is for validation purposes and should be left unchanged.

Free eBook

Personal Risk Insurance


This guide contains factual information to help you understand the types of personal insurance available to you:


Types of cover.

Purpose of cover.

  • This field is for validation purposes and should be left unchanged.

Resources

Financial Planner West Sydney

Free eBook

Building Blocks to Financial Freedom
The essential basics to start building your wealth and obtain financial freedom.
Financial Planner West Sydney

Free eBook

Superannuation
This guide covers factual information to assist you in understanding.
Financial Planner West Sydney

Free eBook

Personal Risk Insurance
This guide contains factual information to help you understand the types of personal insurance available to you.

Resources

Financial Planner West Sydney

Free eBook

Building Blocks to Financial Freedom
The essential basics to start building your wealth and obtain financial freedom.
Financial Planner West Sydney

Free eBook

Superannuation
This guide covers factual information to assist you in understanding.
Financial Planner West Sydney

Free eBook

Personal Risk Insurance
This guide contains factual information to help you understand the types of personal insurance available to you.
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