What our clients say

We strive to keep our clients happy, but don’t just take our word for it. Here’s what some of our clients have to say about working with us.

We have been Anthony’s clients for quite a while now. We have followed him to Creo Wealth because we absolutely trust him with the management of our ‘Nest Egg’.

Anthony’s very well informed and ‘down to earth’ advice is always thoughtful and to the client’s advantage.

The way he handles the face to face meetings makes you feel that you are his most important client.

Anthony and Kylie are a dynamic duo, excellent communicators, very knowledgeable and effective operators. Highly recommended.

5 Stars is not enough, I give them 5+++++

MT & SJ

I can’t possibly say enough good things about Anthony and his financial knowledge. Anthony helped us with a solution to a problem that no other financial planners had even thought of. His great thinking and ideas have helped my father receive extra earnings that we figure could add up to over $100,000 that he would otherwise not have had if we hadn’t gone to Anthony at Creo Wealth.

If you need any financial advice, we cannot recommend enough that you talk to Anthony. If you don’t you may end up losing out like my father did before we met Anthony. Our family can’t thank you enough!

Paul

Kylie and Anthony are great at what they do. Me and my husband have always received sound, professional advice with our interests at heart. Highly recommended if someone is looking for financial planning and insurance related advice.

Rinshu

After meeting with Anthony and Kylie from Creo Wealth you can tell they genuinely care about their clients and helping them to succeed. They really know their stuff and I would recommend them to anyone looking for an amazing financial advisor.

Sarah-Jane

When you need professional advice on financial matters it is important to have a professional, guide you to better understand your options and how to achieve your goals. Anthony and Kylie provide this information and engage you to better understand your wealth building visions with clear explanations.

Would recommend Creo Wealth who are looking to seek advice on their current financial matters and ways to maximise their capital into retirement and beyond.

Axel

I took my mum to see Anthony and he was understanding, supportive and had incredible advice for her as she wasn’t sure how to manage her funds, and get into retirement. I would recommend him and Kylie for all financial advice. They are a great team and super relatable, which is hard to find in the financial world!

Lindy

Anthony and Kylie put finance into everyday speak so that the experience of managing your money and making it work for you is not daunting in the slightest. They listen to what you want to achieve and help you get to those goals without needing to get rid of the joys in life to do so.

It is always a pleasure dealing with this couple and the fact that it is a family run business is an added bonus! Thanks Creo Wealth!

Natalie

When the 2008 stock market crash came, I was with one of the biggest retail funds. All the consultant did was send me a monthly market update until then. When I contacted him after the crash and asked him what I should do, all he could tell me was that if I wasn’t satisfied, I could change to another fund.

I had just prior to that attended a Clearview seminar at which Anthony Sultana was the main speaker. I was impressed. When I was brushed off, I decided to change to Clearview and my financial planner was Anthony. Since changing I have found Anthony to be very responsive, efficient and friendly- also scheduling regular reviews. I have never regretted the decision to change.

Roderick

The team at Creo Wealth are very personable and take extra care to ensure your wealth creation journey is as fruitful it can be. Very experienced with a proven track record, I can’t recommend Creo Wealth highly enough.

Greg

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