Be prepared this EOFY (and make your accountant happy!)
Grab our checklist of “things you might forget” at tax time.
EOFY Checklist
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SMSF Glossary
Our SMSF Glossary is your go-to guide for unravelling the intricacies of self-managing your super. Whether you’re a seasoned investor or just starting, we’ve got your back.
What is a financial planner?
Have you ever wondered: what is a financial planner? Read this blog to learn what a financial planner does and why they’re important.
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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.