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Who’s Creo Wealth and how do we help you?

We’re financial planners based in Penrith, at the base of the Blue Mountains in NSW.

We believe you don’t need to be rich or earn heaps of cash to start (or continue) your wealth creation journey. After all, it’s not about what you earn but what you choose to do with it.

And here’s how our Penrith financial advisors can help you with your wealth creation:

Investment & Wealth creation

Making your hard-earned cash work hard for you. We’re all about having a wealth creation plan that delivers.

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Superannuation

A complex beast that we can help you tame.

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Personal risk insurance

Helping you protect yourself and your family if the unthinkable happens.

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Retirement planning

Think you’re too young for retirement? Think again.

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Aged care support

Alleviating the emotional and financial toll of moving yourself or a loved one into aged care.

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Money management course

Want to learn how to get in control of your money instead of letting it control you?

Let’s connect on socials

Want to see what’s possible in your financial future?

Let’s have an obligation-free chat. Schedule a call to see how we can help you create, grow and protect your growth.