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. 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. 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.
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. 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.
Services
About
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We may jest about the personality thing, but one of the reasons our clients get such great results from their financial planning is because they connect with us. Why? Because we get it. We understand the overwhelm that comes with managing your finances. We've experienced the fear that comes with feeling lost.
Investment & Wealth Creation
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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!).
Superannuation
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Because it's waiting for that one day in our distant future, it's easy to overlook the importance of superannuation. It's also easy to assume that compulsory superannuation payments are all you need. But are they? This is where we come in, looking at the pros and cons of all of your superannuation options to make your money work smarter for you.
Personal Risk Insurance
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Life insurance isn't a sexy topic - but it's not about you, it's about those you care about. It's definitely not a dinner-party conversation starter but the truth is, many of us will suffer from a major medical crisis or worse. Is your family protected in the wake of the unexpected? The range of insurances available are extensive and the conditions often complex.
Retirement Planning
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But the reality is, the age pension isn't - and won't be - nearly enough to fund the lifestyle we all dream of when we're no longer working. And with most of us spending a quarter of our life in retirement, the time to start planning is now. Develop a plan, from budgeting through to investments and beyond, that will look at both our short-term and long-term goals.
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