Financial Planners with that secret ingredient … personality
Our 20+ years’ experience, and the results we deliver, are pretty awesome too
We may jest about the personality thing, but one of the reasons our clients at Creo Wealth 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. And we know how challenging it can be to want to plan for your future but have no idea where to start.
We’re here to change that.
Finance has been a taboo subject for far too long and it shouldn’t be. So let’s start the conversation and see where it takes us. But first, here’s a bit more about us.
Financial freedom means something different to everyone we speak to. For some, it’s going on holidays every year. For others, it’s helping their kids. Whatever it is, we love going on that journey with you, to not only help discover what financial freedom means for you, but to help you achieve it.
Anthony Sultana CEO, Creo Wealth
CFP®, Grad Dip FP, JP, Authorised Rep No. 406161
Principal Financial Planner, lover of numbers, and scuba enthusiast who’ll fight you for the last M&M
Anthony’s torrid love affair with numbers began in school. It blossomed when he left school, choosing a career in finance. He began as a paraplanner in 1996 before becoming a Senior Financial Planner with Clearview Wealth in 1999.
Trained and mentored by some of the best in the business. Anthony knows his stuff. But it’s his ability to look beyond the numbers that’s made him one of the most favoured financial in Sydney’s west, from Castle Hill through to Penrith and the Blue Mountains. He saw that in such a tightly regulated industry, too many financial planners become so focused on ticking the boxes, they overlooked the specific personal needs of each client.
So in 2015, he started Creo Wealth with Kylie. The goal? To remove the standard ‘one size fits all’ approach, working closely with each specific client to identify personal goals and strategies. To break down the overwhelm. And to remove the taboos around money and talk in simplified terms and concepts that make sense.
It’s this combination of personality; a personal focus and professional planning that’s seen him become the financial planner of choice for clients spanning generations. Anthony’s ability to transcent barriers with strong analytics, a transparent approach and clear communications engages all generations, from Traditionalists (pre-1945) and Baby Boomers through to Gen X and Gen Y.
And on his days off? Anthony loves spending quality time with his wife, Kylie, and their two adult sons, playing soccer with his local club, and embarking on thrill-seeking adventures such as scuba diving, cycling and the occasional sky dive.
He’s driven to play well in everything he does, so don’t try to wrestle him for that last M&M or you know who’ll win!
Practice Manager, organisational queen and style oficionado
Kylie is the Yin to Anthony’s Yang.
With a Diploma in Financial Planning, she’s spent over 25 years in the financial services industry, using her knowledge and skills to successfully weave an adoration of style and travel, alongside business, into her life.
While Kylie brings experience and knowledge from brands like ANZ, HSBC, Deutsche Bank and Merrill Lynch, she also brings heart and inspiration to Creo Wealth. This shows in how she manages the Creo Wealth team who feel appreciated by Kylie (oh, and Anthony too!)
But Kylie’s heart and inspiration doesn’t stop there. She was a huge spender but is still a certifiable shoe addict. This, along with her upbringing, means Kylie truly understands how hard it is to get in touch with your money story.
She’s on a mission to educate people to help them understand their money story. And then give them the tools to begin rewriting it. Kylie loves to use her stylish shoes to kick-start people’s confidence to set and reach their financial goals.
And the fun part for Kylie? She always looks classy when she challenges Anthony for that last M&M.
BEc, Grad Dip FP, Authorised Rep No. 1268491
Financial Adviser, wannabe time traveller, lover of continents starting with the letter ‘A’
Sigo became a financial adviser to make a difference in people’s lives through:
- educating and guiding people towards their financial goals
- making financial planning less overwhelming by explaining financial jargon in more simple terms
He has some extensive work history, having worked with various practices within the AMP network which includes spending time at Stature Financial Group and PSK Private Wealth. He started at the bottom and is now at the top with his experience as an Administrator, Paraplanner, Associate Adviser and Financial Adviser.
This has allowed Sigo to provide a variety of financial advice covering:
- Retirement planning
- Gearing (Margin Loans)
- Family Trusts
- SMSF (Self Managed Super Funds)
Sigo is yet to witness the M&M battles between Anthony and Kylie. But he does love the flexibility and the different personalities at Creo Wealth. We’re sure it keeps him entertained.
Speaking of entertainment, Sigo avoids having dull moments. He’s a gym goer who enjoys pumping iron, getting sweaty in the sauna and getting refreshed by swimming in cold water. It’s a good thing he lives in a city that has some gorgeous beaches!
And when he wants to mix things up a bit, Sigo goes on the odd impromptu adventure and explores Sydney or gets his hands dirty under the bonnet of his sports car. The main peaceful time he gets is when he attends church.
If Sigo won lotto, he’d embrace his creative and expressive side by starting a calligraphy/handwriting business.
Sigo’s ideal superpower is time travel, so he could rewind back into the past or jump far into the future. Realistically, he’s more likely to take a dream holiday. His dream holiday spots are travelling all around Australia, Asia or North and South America.
To avoid all office food challenges, Sigo will stick to his favourite foods – Chicken, Pad Thai and Pad Seew. He also enjoys avocado shakes and vodka. We’re quite sure the vodka doesn’t go into the avocado shake. Or does it?
Office coordinator extraordinaire, lover of yummy burger & chips, avoider of M&M battles
Holly’s responsible for all the administrative and coordination tasks. This means she ensures the smooth running of the office around the M&M battles between Anthony and Kylie.
Holly has gained invaluable experience during her working life. Some highlights include:
- receiving her pay in a brown envelope at Roni’s Variety Discount Store (does this show Holly’s age?)
- enjoying cheap travel while working at Traveland
- coordinating the relocation of international executives to Australia while working at Woolworths
She exercises to keep her sanity, otherwise Holly gets cranky and irritable (we asked her husband). Holly loves wining and dining with her friends. But nothing beats reality TV with a good burger and chips.
Holly loves how genuine and honest Anthony and Kylie are. It’s important to her to work with people who share her morals and values. As an English ex-pat who loves to travel, she’s grateful for having employers who promote a work-life balance.
She’ll start a gin company if she ever wins lotto. However, she knows not to rely on that lotto win and has implemented financial plans based on what she’s learnt from Anthony and Kylie.
Holly stays away from the M&M battles. But don’t ever challenge her for that yummy burger and chips.
Data entry extraordinaire and superstar of forms, skydiving addict and tequila coffee cocktail fan
Lovely is a management accounting graduate and ensures that the paperwork trail is kept running smoothly.
Lovely’s work experience includes having been an ESL teacher. She’s also been an accounting clerk for a civil engineering company.
She finds Anthony and Kylie wonderful people to work for. And she appreciates learning more about money. It’s not how much you earn, but how you use it. Although if she won lotto, she’d start a café that has both alcoholic drinks as well as coffee. Lovely says tequila and coffee are the perfect pair.
As an overseas-based team member, Lovely doesn’t need to worry about Anthony and Kylie’s M&M challenges. It simply means her workdays are never boring!
Lovely is mum to three-year-old Lucas. She’s always up for an adventure (skydive, anyone?) and loves both the beach and the mountains. Lovely also enjoys both sunrises and sunsets. This might explain why her dream holiday would be in the Maldives, chilling by the sea.
Lovely has no plans to challenge her co-worker Holly for her burger and chips. But don’t expect her to give up her sweet and sour fish, or her grilled pork … or her tequila coffee cocktail!
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.