Searching for a secure financial future?
Financial advice to create your path to wealth
- Are you making the most of your cash and assets?
- Thinking about investing and want to make sure you’re making the right choices?
- Have you protected yourself and your loved ones in case the unthinkable happens?
At Creo Wealth, we’re all about empowering you, whether you’re young or old.
We believe that creating wealth isn’t only for the rich or well-paid. It’s for everyone regardless of your income or what you do for a living.
It’s not about how much you earn but making the best use of it.
How we help
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 financial advisors can help you with your wealth creation:
Investment planning & Wealth creation
Making your hard-earned cash work hard for you. We’re all about having a wealth creation plan that delivers.
Personal risk insurance
Helping you protect yourself and your family if the unthinkable happens.
Aged care financial planning
Alleviating the emotional and financial toll of moving yourself or a loved one into aged care.
Money management course
Want to learn how to get in control of your money instead of letting it control you?
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.
Starting Out
Anthony and Kylie put my fiannces into everyday speak so that my experience of managing my money and making it work for me is not daunting in the slightest.
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. 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.
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.
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.
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
Let’s chat.
Let’s get to work.
Let’s catch up.
Anthony and Kylie put my fiannces into
everyday speak so that my experience of
managing my money and making it work
for me is not daunting in the slightest.
Did somebody say the ‘R’ word?
Anthony and Kylie put my fiannces into everyday speak so that my experience of managing my money and making it work for me is not daunting in the slightest.
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, not so-tasteful Hawaiian shirts and cocktails with tiny umbrellas – but that might just be our dream.) Step 01. Let’s chat. 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.
Let’s chat.
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.
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.
Let’s catch up.
As featured in
Our values
Passion
We have a passion for numbers and helping you reduce the fear that comes with managing your finances. The result? You can walk your journey towards financial freedom with more confidence.
Knowledge
Ensuring our team is up to date with relevant knowledge. And spending time to educate you, so you can make informed decisions about your financial future.
Solutions
Presenting you with solutions that best suit your circumstances and your financial goals. No cookie cutter financial planning advice here.
Commitment
We’re committed to helping you discover what financial freedom means for you. And we’re committed to helping you get there.
Integrity
At Creo Wealth, integrity is the name of the game. We’re huge believers in acting honestly and with integrity. After all, you need to work with a financial planner you can trust.
Respect
Financial planning and wealth creation can feel so overwhelming. Which is why we treat our team members and you as our client with respect. After all, we’re all human.
What Clients Say
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 him. Our family can’t thank you enough!
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.
NEVER WORKED WITH A FINANCIAL PLANNER BEFORE?
How we work
Well, here’s a sneak peak at how we work
Get to know you
Either face-to-face in our Penrith office or over Zoom.
Goal-setting
Setting goals is an important part of the process. It’s not simply about getting to know your finances. We get to know you and what’s driving you.
Number crunching
We have a real love affair with your numbers. This allows us to tailor our advice to you specifically.
Let's get started
This is all about implementing your plan and ensuring no circumstances have changed since we first met.
Walk with you on the journey
Here’s where your journey to financial freedom really begins. And we’re here to help you on your journey.
Latest Blog Posts
It’s tough right now.
It’s not the avocado toast that’s sending us into a spin, it really is tough out here at the moment.
EOFY Checklist
Be prepared this EOFY (and make your accountant happy!)
Grab our checklist of “things you might forget” at tax time.
The Ultimate Tax Planning Recipe
Are you ready to make your cash work hard for you?
Why leave your finances to chance? There’s no better time than now to improve your financial future. Book an obligation-free chat or give us a call on (02) 9629 1866 and see how we can help you create and protect your wealth.