Wealth Creation Plans That Deliver

We know that you’ve worked hard for your money. Now it’s time to make your money work for you

Wealth creation plans aren’t just for retirement. And they’re not just for the wealthy!

Wealth creation is for everyone. It’s just like going to work – we work to earn a living, so wealth creation is really what we do with the proceeds of those earnings.

We all have specific goals and plans, from owning our home or sending our children to university through to embarking on the holiday of a lifetime, buying an island, or even snagging a date with George Clooney (hey – a goal’s a goal!).

Whatever goals you set out to achieve, we’re the team to help you achieve them.

How? We look at the bigger picture. We’ll thoroughly talk through your objectives, your family and your lifestyle (over a coffee or something stronger if need be). And while we’re not fortune-tellers, we are fortune creators – so we’ll also talk about where you want to be in 10, 20, or 30 years’ time.

As time goes by, your wealth creation goals will naturally shift

But the one consistency is us – we’ll be there every step of the way (hey – who would give up a chance to meet George Clooney?!). 

We’ll help you: 

  1. Take control of your Identify your needs Set detailed and Implement your new money and wants practical goals plan. 
  2. The main thing to remember is this. You’re not expected to know how to budget, save or invest wisely – it’s all a learning curve. We’ll educate you through every step of the way to financial freedom.  
  3. And for us, there is no one size fits all fix. There’s no set and forget strategy. We work alongside you to give your goals regular attention, making sure you remain on track. After all, a goal without a plan is only a dream. You dream it… and we (financially) plan for it.

Investment strategies tailored to your goals

Investing your money is great for long-term wealth creation. 

The hard part? Understanding and implementing what works best for you. We like to give our clients choice by recommending a range of different strategies.

Self-managed super funds

Self-managed superannuation funds are a great way to take control of your own super. They provide you benefits on retirement or earlier if you decide to invest in property. From strategising solutions through to the ongoing management of you SMSF, we can help.

Managed Investments

Perhaps managed investments will be the right solution for you. With them, your investment is ‘pooled’ and managed by a team of experts who buy and sell on your behalf. Let someone else do the hard work!

Property Investments

Whether you’re purchasing with the intention of earning a return on the investment through rental income, the future resale of the property, or both, real estate can be a great investment. But there are a number of factors to consider within the overall scheme of your finances and plans – and this is where our devotion to numbers and analytics comes to the fore. (Nerdy? Yes. Awesome? Also yes!)

Superannuation

We often take our superannuation for granted but the reality is, our superannuation will be defining our standard of living when we retire. The time to plan is now – and the world of super is a truly complex beast. But given that we like to think of ourselves as superheroes of superannuation, a spectacular superannuation strategy is nothing that can’t be tamed. 

Personal Risk Insurances

We don’t like to focus on the negative, but sometimes things don’t go as planned. Personal risk insurance ensures you’re protected for the unexpected – because what’s the point of creating wealth if you aren’t going to protect it?

Why Creo Wealth for your investment and wealth creation?

Because although Anthony has a penchant for adrenaline sports, he’s not a risk taker. He’s the financial advisor who will be honest, transparent and well-prepared, ensuring that your risks are minimised.

As a team, we practice what we preach. We’re not fly-by-nighters promising instant success – we believe in slow wealth. We believe in empowering clients with the knowledge they need to make informed decisions. And we believe in long-term client partnerships.  

Our history provides evidence that when you choose to work with us, you’re partnering with a team as committed to your future as you are.  

Navigating the best strategies can be tricky, and that’s why we’re here. Call or email our Penrith-based team now, and let’s start talking about a plan to secure a financial plan for you and your family

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