Imagine having a plan instead of avoiding your bank account.
Take Control of Your Money – And Your Future
A Practical, No-BS Financial Course for Everyday Australians Who Want to Get Ahead
Feel like your finances are always slipping through your fingers?
Struggling to budget, save, or plan for the future?
Wish someone would just break it all down in plain English?
If managing money feels stressful, confusing, or just something you’d rather not think about—you’re not alone.
But here’s the thing: understanding your money isn’t about restriction, spreadsheets, or becoming a finance guru. It’s about confidence. It’s about freedom. And it’s about finally feeling like you’ve got a handle on things.
This course breaks it all down in a way that actually makes sense, with practical, real-world strategies that work (even when life is expensive).
What You’ll Learn
This isn’t just another “money course.”
It’s a step-by-step guide to building financial confidence, planning for the future, and taking control, on YOUR terms.
Rewiring Your Money Mindset & Setting Goals
- How your money story is shaping your financial habits (and how to change it).
- Moving from a scarcity mindset to an abundance mindset.
- Setting realistic financial goals that actually stick.
Mastering Your Budget & Managing Everyday Expenses
- How much does it cost to be YOU? (Let’s do an audit.)
- A simple, no-stress budgeting system you’ll actually use.
- Cutting unnecessary costs & negotiating better deals on bills, insurance, and loans.
Building Financial Security & Growing Wealth
- Saving without feeling like you’re sacrificing everything.
- Smart strategies for managing debt (without shame).
- Protecting yourself from scams and financial fraud.
Superannuation, Investments & Future Planning
- Understanding how super works and making it work for YOU.
- Long-term investments—what you need to know before you start.
- How to adjust your financial plan as life changes.
Financial Protection & Insurance
- What insurance do you actually need? (Life, Income Protection & more).
- Avoiding the biggest insurance mistakes.
- How to protect your future self.
Estate Planning, Legacy & Long-Term Wealth Building
- Having a will isn’t just for the wealthy.
- Powers of attorney and advance care directives—what they mean for you.
- Teach financial literacy to future generations & leave a financial legacy.
Bonus Sessions:
Mortgage & Expense Audit with a Mortgage Broker
Not sure if your mortgage or expenses are really working for you?
We’ll go through an audit to see where you could be saving money.
Special "Love & Money" module for couples
Hosted by Anthony and Kylie, designed to help partners align their financial goals and build a stronger financial future together.
Who is this course for?
Anyone who wants to feel in control of their money instead of stressed by it.
Those who feel behind on financial literacy and want to catch up fast.
People who want clear, jargon-free guidance without the financial industry fluff.
🚫Not for you if you’re looking for get-rich-quick schemes or investment "hacks".
What’s Included?
This is your chance to stop feeling lost with your finances and start making real progress.
No fluff. No finance bro jargon.
Just real, practical advice that actually helps.
6 Power-Packed Modules
Practical, easy-to-follow lessons.
Simple Budgeting & Finance Templates
Use them straight away.
Guest Expert Sessions
Get insights from financial pros.
Community Support
Connect with others on the same journey.
Why This Course Works
(When Everything Else Hasn’t)
Most money advice is either too complicated, too overwhelming, or assumes you already know what you’re doing.
This course is different. It’s designed for real people, with real financial struggles, who want real results.
Instead of… feeling lost in financial jargon, you’ll feel clear and confident
Instead of… ignoring your finances, you’ll have a plan that works
Instead of… feeling like money is controlling you, YOU’LL be in control
Get in control of your money instead of letting it control you
If I can do it, so can you
Hi, I’m Kylie. An ex-financial adviser, an organisational queen and certified shoe addict. Did I hear you say Jimmy Choo?
And I’m here to tell you I know exactly how you feel.
I didn’t exactly grow up rich. I grew up in Housing Commission accommodation. I ended up having debt up to my eyeballs and fielding calls from debt collectors like a pro. It felt like swatting flies during a hot and humid Aussie summer.
Yes, that’s right. I was pretty shit with money.
But I got help. And I got educated (I mentioned I was a financial adviser for a while, right?)
Fast forward to today. I’ve got investment properties, a share portfolio and a very healthy superannuation balance. And I enjoy annual overseas and local holidays.
I also run a successful financial planning business with my financial planner husband. And we help hundreds of clients every single day build their financial dreams.
Now I’m on a mission to help others who’ve had the same difficult start with money that I had. I’m here to show you that you can learn how to turn things around.
It’s all about putting your big girl pants on, rolling up your sleeves and doing the bloody work – like I did!
As featured in
Not to brag, but I’ve been featured in a few articles and on TV. I also do a fortnightly spot on 2NURFM.
Testimonials
Some testimonials from happy clients:
Great people. Genuine, down-to-earth and honest as the day is long. Highly recommend!
James Parnwell
Anthony and Kylie put finance into everyday speak so that the experience of managing your money and making it work for you is not daunting in the slightest. They help you get to your goals without needing to get rid of the joys in life to do so. It’s always a pleasure dealing with this couple and the fact that it’s a family-run business is an added bonus!
Natalie Kessell
The team at Creo Wealth are very personable and take care to ensure your wealth creation journey is as fruitful it can be. Very experienced with a proven track record, I can’t recommend Creo Wealth highly enough.
Greg Olson
After meeting with Anthony and Kylie from Creo Wealth, you can tell they genuinely care about their clients and helping them to succeed. They really know their stuff and I would recommend them to anyone.
Sarah-Jane Bishop
Anthony and Kylie are a dynamic duo: excellent communicators, very knowledgeable and effective operators. Highly recommended. 5 stars is not enough.
MT Mera-Pratley & SJ Pratley
Our guarantee
I want you to feel confident to make changes to your finances, both mentally and financially. This is why you’ll get access to the course for 12 months.
You have the power to rewrite your money story. You just need to take the first step.
Short Tagline
Frequently asked questions
How much money do I need to get started? I'm worried I don't have enough to start planning.
Sure. You could wait until you’ve got a bank balance dripping with commas before you start planning.
But how do you get a bank balance dripping with commas? By planning and creating your financial destination. The sooner you start, the sooner you’ll get there. And it’ll be a much smoother ride as well.
I want help. I need help. But I'm embarrassed. I should take time to clean everything up first, right?
Are you the person that cleans before the cleaner comes? If you answered yes, then stop that!
When I first met my husband, I cringed at the idea of talking to him about money. It made me sick. So, I know exactly how you feel.
Remember, everyone’s experienced financial stress. We’ve all got scary skeletons in our money story. The smart people get help. And the rest keep struggling and hoping for things to magically improve.
Given you’re reading this, I’m putting you in the smart bucket.
Will it be hard?
To be honest, yes. But this isn’t a get-rich quick scheme. It’s a course that delivers real practical strategies for you to manage your money better.
You’ll need to show up, roll-up your sleeves and do the work. And I’ll be with you every single step of the way showing, guiding and encouraging you.
With time, you’ll get more comfortable and confident with financial planning. Have some faith in yourself. You can do this, I know you can.
The hardest part is starting!
There are so many different money courses out there. Why should I choose yours?
Because unlike others, I practice what I preach. I’ve stood in your shoes, battled those scary credit cards and debt collectors. And I’ve come out the other side winning.
How many hours a week do I need to commit to this course?
You’ll need to invest 1-2 hours a week over a period of 12 weeks to get the most out of this course.
Can you tell me where to invest my money or what super fund to use?
That’s a no. This course is about educating you and giving you the tools to get started. It’s not about providing you with personal advice.
So, are you ready to take the next step?
If you’re wondering if now’s the right time for you to take a step towards financial success, let me ask you a question.
If not now, then when?
The sooner you bite the bullet, the sooner you’ll be on the path to financial freedom.
The fine print
Creo Wealth Pty Ltd is a Corporate Authorised Representative to provide financial advice services only under Matrix Planning Solutions Limited (Matrix) A.B.N. 45 087 470 200, AFSL. All other services provided by Creo Wealth and their related entities are not the responsibility of, nor endorsed by, Matrix and this includes related services provided by referral partners or associated professionals.