Haven't worked with a financial planner before? Here we go through our financial planning process.
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The financial planning process

The financial planning process can be daunting. Especially if you’ve never used a financial planner before. At Creo Wealth, we have a clear process that’s proven to work, time and time again.

So, here’s our financial planning process.

Get to know you

This is your first appointment with your advisor. You can meet face-to-face in our Penrith office or meet over Zoom.

This is a great opportunity for us to get to know each other.

Setting goals is an important part of the process. We don’t just get to know your finances but we get to know you as well. We love to know what drives you.

Your advisor may also need to do some research. This may include some research on your current investments or your super fund.

Setting goals & fact-finding

Number crunching

Now it’s time for your advisor to have a love affair with your numbers. This will involve analysing your numbers and taking into account:

  • the information you’ve provided him during your conversations
  • your current financial details
  • your financial goals and objectives

This helps your advisor to form a financial strategy that’s specific to you. No cookie cutter financial advice here!

Once your advisor’s love affair with your numbers is over, a strategy is prepared for you. The strategy takes into account your advisors’ discussion with you along with all your latest financial details.

We’ll then get in touch with you to schedule a suitable time for you to go through your plan with your advisor.


Plan presentation meeting

Your advisor will ensure you understand our advice. You can then tweak the plan, if needed, and then it’s time to get excited.


Because now your financial world is about to change for the better while you make it happen. We’ll be by your side every step of the way to help you make it happen and ensure you stay on track.

And that’s how you start a beautiful friendship with your finances – and us!

Let’s get started

Want to see what’s possible in your financial future?

Let’s have an obligation-free chat. Schedule a call to see how we can help you create, grow and protect your wealth.