You might be surprised how different — or how aligned — your answers are. Either way, knowing where you both stand is essential before building a plan. Super: The His-and-Hers Problem One of the most common challenges we see with couples approaching retirement is a...
Your answers shape a financial plan that’s built around your retirement — not a generic template. The Five Decisions That Shape Your Retirement Most people approaching retirement face five big decisions, often without realising they’re connected: When to stop working...
“Why a Financial Plan Changes Everything” “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry Let’s be real—life doesn’t come with a manual. We all want to live well, support our loved ones, enjoy experiences, and eventually retire in comfort. But how...
Australia's journey towards its current retirement system is a tale of adaptation, policy innovation, and the pursuit of financial security for its aging population. As we take a closer look, we find that it's not just about numbers and legislation but about the...
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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.