Create and Protect Financial Planning

About

Our holistic financial planning process is designed around really taking the time to understand your goals and objectives, tailoring our advice to ensure you can achieve the best possible financial outcomes for you and your family.

Story

Create and 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. More often than not, we saw people going backwards. They either did not have a proper plan or strategy, or the execution of their plan was weak and unorganised. We would be frustrated trying to recommend financial planners that shared our passion and, too often, we were disappointed by the results.

We wanted to empower people to change their lives, and we realised that the only way we would be able to do it was by taking control of the financial planning process rather than referring them to another financial planner.

The results were rewarding. We were now able to people that we had worked with for many years and have a positive impact on their lives and the lives of their loved ones.

We held ongoing educational workshops and were amazed by how much people appreciated it. They would always bring family and friends. It reached the point where we needed to grow, and grow quickly, to accommodate the workload.

Create and Protect has attracted the best in the industry and partnered with one of the biggest licensees in Australia. We have engaged various professionals and market leaders to challenge us on improving our systems and push us to become the leaders we are now.

Create and Protect has been recognised for its commitment to professional excellence, quality advice, client service and innovation in business. We won the MLC Rapid Growth Business Award in 2014.

We now cater for all your financial needs. We help you reach your goals and build a safer future while enjoying the quality of life you desire.

Mission

"At Create and Protect, we believe that every person has the right to enjoy a high quality of life regardless of their financial situation. We pride ourselves in providing easy to understand and implement advice that’ll put you in charge of your financial future. We work with you throughout your journey to make what was once a dream become today’s reality."

Impressum

The information contained on our Facebook page is of a general nature only. It has been designed and written without taking into account your personal or particular financial needs, circumstances, objectives or expected outcomes and should not be construed or misinterpreted as legal, professional or financial advice. Before acting on any information contained in this web site you should consult Create and Protect Pty Ltd or other professional advice.

The site is designed and written in relation to financial services in an Australian context and will not be relevant to persons outside of Australia. Whilst all reasonable efforts are made to ensure that the information contained herein is accurate and reliable the parties make no representation or warranty regarding the correctness or reliability of the information provided.

This web site contains links to other web sites operated by third parties ("Third Party Web Sites"). The Parties are not responsible for and make no representations concerning the condition and content of Third Party Web Sites, or the information, graphics and material on those Third Party Web Sites.

Products

We offer a range of services, including: financial planning, accounting, mortgage broking, insurance, superannuation, retirement planning, estate planning and many more. We don’t just look to maximise your financial potential, we also look for ways to protect you and your family from life’s unfortunate events.