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.
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Investment & Wealth Creation Articles
What You Do Now Determines Your Financial Future
Most working professionals are aware of the importance of goals and their impact on their day-to-day lives. However, some key areas may be overlooked during your goal-setting process. One of the most important areas to set goals in is your financial life. With this in...
Discover Your Money Personality To Achieve Financial Success
Discover your money personality to boost your financial success. Learn about the strengths and challenges of four common money personalities.
7 Financial Planning Tips for Couples
How to manage finances as a couple - without the arguments We’ve been married for a long time - 22 years in fact - so we know discussing financial stuff with your partner is hard. But it just has to be done. Otherwise, it only leads to arguments. According to...
Money and relationships – being open with each other is the key to success
We are pretty sure there isn’t a couple in the world that hasn’t argued over money. Financial stress is one of the leading causes of relationship stress and breakdown and often emerges as an issue in couples counselling, but if you’re willing to be completely honest and patient with each other, it doesn’t have to be that way.
Wealth Creation: It’s not as hard as you might think
You may have been told over the years that it’s important to save for your future. Sometimes that means saving up for a new car, a mortgage deposit or your retirement. But no one can dispute that wealth creation, whether short term or long term, is often put in the ‘too hard’ basket.
5 Ways to Avoid Getting Into Debt
At the rate that advertising is being thrown at us from every possible angle these days, it’s not hard to see why there are so many people who are drowning in debt. But there are some really simple ways you can avoid racking up debts that might quickly become seemingly insurmountable.
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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.