It’s not the avocado toast that’s sending us into a spin, it really is tough out here at the moment.
It’s tough right now.
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Money Management Articles
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
The Ultimate Tax Planning RecipePrep Time: Right NowServes: Just You (And Your Wallet)Cook Time: The Next Couple of Months Leading to Tax SeasonIngredientsThe Base: 1 cup of Understanding Your Income: Fresh, right out of your payslips and investment returns. This is...
Breaking the Money Taboo
Money: it’s a subject that often gets sidestepped at dinner tables, avoided in couple’s conversations, and is generally considered a bit of a social no-go. But why is that? Let's unravel this mystery together and explore why it’s high time we broke the money taboo....
Re-Gifting. Is it all that bad?
Let’s face it, holiday gift-giving is a mixed bag. What if there’s a way to turn unwanted gifts into a win-win? Enter re-gifting.
Money Personality Quiz
Disclaimer: This quiz and its results are provided solely for entertainment purposes and are not intended to be a substitute for professional financial advice, analysis, or recommendations. The quiz does not take into account your individual objectives, financial...
Money and Mental Health: The Struggles We Don’t Talk About
So, your portfolio's doing great, or maybe you're just keeping your head above water. Either way, how's your mental state? Let's look at the often-ignored relationship between mental health and financial stability, which doesn't discriminate based on your tax bracket....
What’s a money story and why should you pay attention to it?
What’s a money story? And why should you pay attention to it? "I can’t earn enough to reach my financial dreams and goals" "Spending money on myself is selfish" "I’ll never get rid of my debt" Do any of these comments sound familiar? Money can bring a variety of...
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Meet the Creo Wealth team
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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.