Access key resources regarding your self managed super fund including comprehensive information on compliance, investment and the latest SMSF and superannuation news. Our financial advisors put you in control of your financial future and can be confident that you are dealing with the best financial planners in Melbourne.
We are experienced taxplanners partnering with business accountants in Melbourne ensuring that your needs are looked after. Our retirement income and superannuation planning strategies are unique and are designed to suit your particular situation and needs. The team at CREATE & PROTECT know how crucial it is that you can fund your child's education at every stage of their development.
We are experienced taxplanners partnering with business accountants in Melbourne ensuring that your needs are looked after. Our retirement income and superannuation planning strategies are unique and are designed to suit your particular situation and needs. The team at CREATE & PROTECT know how crucial it is that you can fund your child's education at every stage of their development.
Services
CREATE & PROTECT was originally started to cater for our mortgage management clients. As mortgage managers, we would always discuss their dreams, visions and inspirations - but we were limited in the scope of advice we could provide and we couldn't help them enough. We wanted to provide more support to people in terms of looking after their overall financial affairs.
Contact us when you need to chat or find out more about how you can build your wealth portfolio or discuss the best options with your current or new home loan. I believe that everyone has the right to enjoy a good quality of life regardless of his or her financial situation.
I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth.I have over 17 years' experience in the finance industry. My business philosophy is driven by my clients' best interests.
I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth.I have over 17 years' experience in the finance industry. My business philosophy is driven by my clients' best interests.
Now is a great time to consider your current financial situation, Create wealth, and Protect you future financial well being. To enquire about any of our services use the form and one of our representatives will get in touch with you a soon as possible. Our social media content is always updated with valuable tips insights and upcoming events.
Register now on our new SMSF Portal and start accessing key resources regarding your self managed super fund. We are aligned with the SMSF Association, the peak professional body representing the self-managed super fund sector. As part of our service to in keeping you updated, you can download updated white papers below to assist you in getting the most up-to-date information regarding your SMSF.
We employ husbands and wives, girlfriends, boyfriends and we have children too - we genuinely understand the concerns and ambitions of you and your family. We believe it's crucial that we offer a high level of service that differentiates us from others. This high standard allows us to respond to changes in circumstances of our clients as they move through life and their priorities change.
Reviews (10)
Anita Maretic
Jun 22, 2021
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Freda Damtsis
Jun 19, 2021
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David has been amazing with mine and my family's finances. He will always get back to you, no matter if it is the weekend. Sometimes I feel a bit guilty doing this but he puts my mind at ease with his help and then I can stop stressing about things and enjoy my weekend as well.
He knows what he is talking about and he makes you feel comfortably secure in knowing that your finances are well looked after. Good work David!
He knows what he is talking about and he makes you feel comfortably secure in knowing that your finances are well looked after. Good work David!
Paul Hodges
May 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Thank you David for your advice and effort getting my investments sorted out. Create and Protect took the time to work with me on my long term objectives and provided great advice. Many other companies claim to have your best interests in mind but are really only looking out for themselves.
Thank you David for your advice and effort getting my investments sorted out. Create and Protect took the time to work with me on my long term objectives and provided great advice. Many other companies claim to have your best interests in mind but are really only looking out for themselves.
John Remy
May 15, 2021
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Bassel Ghobar
Dec 07, 2019
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I recently decided it was time to get my finances in control and look to setting myself up for the future. Create and Protect more specifically Abdul were nothing less than amazing in assisting me. Abdul truly relieved me of my stress and streamlined my finances and investments, personalizing everything to suit my individual needs and circumstances. I am beyond satisfied with the service and support that i have been provided and would highly recommend Create and Protect to anyone looking to secure their future finances and investments.
David Sharp
Sep 26, 2019
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I would highly recommend David and the team at Create & Protect Financial Planning. David has assisted us with our financial planning needs. He has assisted us throughout the whole process ensuring positive outcomes are achieved. He provides regular updates on our superannuation / investments, always looking at the best solutions to suit our ongoing needs.
Robyn & David
Robyn & David
Panagiota Gomatos
Sep 02, 2019
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In a world where it’s difficult to trust who you take advice from regarding your family’s financial future, Abdul and his team are a breath of fresh air. We have never experienced such professionalism, attention to detail, thoroughness and accurate guidance in order to work together to produce a working plan for our future. Abdul is honest, genuine, precise and has a passion for what he does. His ethics and leadership have created a culture of excellence within his organisation so no matter who you’re dealing with, you can rest assured the quality is the same. We recently spoke to the ATO
Inass Zain Eddine
Jul 15, 2019
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Create and Protect have not only met but exceeded our expectations. They take the time to really know their clients, they explain complex financial structures in rather simple and easy to understand language. This give us every confidence that not just our financial and life style goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or explain options. Highly recommended.
Richard Foster
Jul 04, 2019
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A big thank you to Abdul who personally saw to my inquiry. He took me through my requirements and sat down and explained in detail and language that i could understand making it easier for me to take charge of my finances. His team at Create and Protect went above and beyond to assist me setting up my super and gave me the advice I needed on how to invest for my future. Abdul didn't just pass me on to an adviser but guided me through the process and worked tirelessly to ensure I was set for my tomorrow. Thanks to Abdul and his team.
Janet Hort
Jun 13, 2018
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We have been with Create and Protect Financial Planning for a couple of years now and are highly satisfied with how they have set up a SMSF and other investment strategies for us.
There professionalism, concern and foresight is second to none, not to mention all the awards they have won! More than happy with the advice and service we have received from Abdul and his great team, our only regret is that we wish someone had of recommended them to us sooner.
There professionalism, concern and foresight is second to none, not to mention all the awards they have won! More than happy with the advice and service we have received from Abdul and his great team, our only regret is that we wish someone had of recommended them to us sooner.
