We’ll dive into figuring out your daily, weekly, and monthly expenses to understand how much you need to maintain your lifestyle now and in retirement. Planning is key to financial security, and I’ll share tips on tracking expenses, avoiding common mistakes, and preparing for the future.
Learn about the importance of starting to save now, investing wisely, managing high-interest debt, and preparing for unexpected emergencies.
Ever heard the saying, you’re the average of the five people you spend the most time with?
Today, Kylie talks abut how the people you surround yourself with impact your mindset, habits and choices – even the financial ones.
Money can be a loaded topic. For some, it sparks feelings of stress and inadequacy. For others, it brings out guilt or even shame. But have you ever wondered why? Where do these negative emotions about money come from? And more importantly, how can we change them?...
Imagine you’re setting off on a road trip. You’ve got a full tank of petrol, snacks for the ride, and a playlist of bangers. But there’s one problem—you’ve got no map, no GPS, and no idea where you’re headed. Sure, you could wing it, but wouldn’t it be a lot easier...
Ever waited just a little too long to grab a plane ticket and then ended up paying double? Or maybe you waited to book a table at that popular restaurant, only to find they’re booked out? Waiting to invest is a lot like that—except instead of missing dinner, it could...
One of the best things about investing early is that it gives your money time to grow. Investing doesn’t have to be intimidating or reserved for financial “experts.” The best time to start investing is as soon as you’re ready (spoiler: that might be right now).
You’ve probably heard of the term ‘compounding interest’. But do you know what it is? If you’re interested in investing, then understanding what compounding interest is and how it works till help you. A lot. So, put your learning cap on and get ready to discover the...
We often start thinking about, and working towards, our life goals when we’re at school. We decide what job we want after we’ve finished school and work out what we need to do to get there. So we’re aware from a young age (to an extent) of the importance of goals and...
Never worked with a financial advisor and want to learn more about how we work?
Want to learn more about our team? We’re here to support you throughout your financial freedom journey.
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’s a huge spender and 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.