If you've been searching for a financial advisor, you've probably noticed that most advisory firms are focused purely on older people. And you're right. Creo Wealth is different. We're about empowering people of all ages. All generations. And from all backgrounds. Look, we get it. The thought of financial planning can be both unattractive and distressing if you're a millennial.
But we want to help you build strong foundations to reach your goals - whatever they may be. It's not about saving 50% of your earnings every week; it's about creating a tailored solution that works for you. All about your dream future and what it involves in five, 10 or even 20 years. Whether it's about affording travel, a home, or the latest pair of Jimmy Choos (Kylie gets you), we want you to achieve it.
But we want to help you build strong foundations to reach your goals - whatever they may be. It's not about saving 50% of your earnings every week; it's about creating a tailored solution that works for you. All about your dream future and what it involves in five, 10 or even 20 years. Whether it's about affording travel, a home, or the latest pair of Jimmy Choos (Kylie gets you), we want you to achieve it.
Services
We may jest about the personality thing, but one of the reasons our clients get such great results from their financial planning is because they connect with us. Why? Because we get it. We understand the overwhelm that comes with managing your finances. We've experienced the fear that comes with feeling lost.
Wealth creation is for everyone. It's just like going to work - we work to earn a living, so wealth creation is really what we do with the proceeds of those earnings. We all have specific goals and plans, from owning our home or sending our children to university through to embarking on the holiday of a lifetime, buying an island, or even snagging a date with George Clooney (hey - a goal's a goal!).
Because it's waiting for that one day in our distant future, it's easy to overlook the importance of superannuation. It's also easy to assume that compulsory superannuation payments are all you need. But are they? This is where we come in, looking at the pros and cons of all of your superannuation options to make your money work smarter for you.
Life insurance isn't a sexy topic - but it's not about you, it's about those you care about. It's definitely not a dinner-party conversation starter but the truth is, many of us will suffer from a major medical crisis or worse. Is your family protected in the wake of the unexpected? The range of insurances available are extensive and the conditions often complex.
But the reality is, the age pension isn't - and won't be - nearly enough to fund the lifestyle we all dream of when we're no longer working. And with most of us spending a quarter of our life in retirement, the time to start planning is now. Develop a plan, from budgeting through to investments and beyond, that will look at both our short-term and long-term goals.
Reviews (9)
Mt Mera-Pratley & Sj Pratley
Jun 24, 2021
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We have been Anthony's clients for quite a while now.
We have followed him to Creo Wealth because we absolutely trust him with the management of our 'Nest Egg'.
Anthony's very well informed and 'down to earth' advice is always thoughtful and to the client's advantage.
The way he handles the face to face meetings makes you feel that you are his most important client.
Anthony and Kylie are a dynamic duo, excellent communicators, very knowledgeable and effective operators. Highly recommended.
5 Stars is not enough, I give them 5+++++
We have followed him to Creo Wealth because we absolutely trust him with the management of our 'Nest Egg'.
Anthony's very well informed and 'down to earth' advice is always thoughtful and to the client's advantage.
The way he handles the face to face meetings makes you feel that you are his most important client.
Anthony and Kylie are a dynamic duo, excellent communicators, very knowledgeable and effective operators. Highly recommended.
5 Stars is not enough, I give them 5+++++
Paul Jones
Jan 26, 2021
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I can’t possibly say enough good things about Anthony and his financial knowledge. Anthony helped us with a solution to a problem that no other financial planners had even thought of. His great thinking and ideas have helped my father receive extra earnings that we figure could add up to over $100,000 that he would otherwise not have had if we hadn’t gone to Anthony at Creo Wealth. If you need any financial advice, we cannot recommend enough that you talk to Anthony. If you don’t you may end up losing out like my father did before we met Anthony. Our family can’t thank you enough!
Roderick Desylva
Nov 04, 2020
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When the 2008? Stock market crash came, I was with one of the biggest retail funds. All the consultant did was send me a monthly market update until then. When I contacted him after the crash and asked him what I should do, all he could tell me was that if I wasn’t satisfied, I could change to another fund. I had just prior to that attended a Clearview seminar at which Anthony Sultana was the main speaker. I was impressed. When I was brushed off I decided to change to Clearview and my financial planner was Anthony. Since changing I have found Anthony to be very responsive, efficient and friendly
Lindy Pavle
Oct 17, 2020
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I took my mum to see Anthony and he was understanding, supportive and had incredible advice for her as she wasn't sure how to manage her funds, and get into retirement. I would recommend him and Kylie for all financial advice. They are a great team and super relatable, which is hard to find in the financial world!
Natalie Kessell
Jan 10, 2019
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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 listen to what you want to achieve and help you get to those goals without needing to get rid of the joys in life to do so. It is always a pleasure dealing with this couple and the fact that it is a family run business is an added bonus! Thanks Creo Wealth!
Greg Olson
Oct 18, 2018
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Sarah-Jane Bishop
Aug 19, 2018
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Jessica Colusso
Jul 28, 2018
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Rinshu Jain
Jun 12, 2018
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