It’s the relationships we forge, the knowledge we have and the principles we apply.

We employ husbands and wives, girlfriends, boyfriends and we have children too – we genuinely understand the concerns and ambitions of you and your family.

Our entire business philosophy is driven by our clients’ best interests. We work hard to deliver an open and transparent service that is valued and trusted.

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.

Our experienced and intelligent approach, proven pedigree and genuine interest in the success of our clients’ investments are just some of the reasons why so many people trust us with their financial future.

It’s because of this responsibility that people’s interests remain firmly at the heart of what we do.

Dedicated Advisory Services

Create and Protect provides an individual account manager and advisor to each client, fostering personalised client and adviser relationships. We ensure that each account manager is managing a number of clients that is reasonable. This enables us to deliver high-quality, highly personalised advice to each and every client.

Employee Value Proposition

At Create and Protect, we have developed an employee value proposition to support our team. We would like to support our team and help them achieve their personal goals whether it is to advance further in their education where we pay for part of their courses, offer paid study days and access to our technical teams and ongoing training program or build their own investment portfolio and design and build their career. We want to attract and work with the best in the industry, creating a team of professionals where their professionalism and enthusiasm is passed on to our clients.

To maintain our position as one of the fastest growing financial planning firms in Melbourne, the company's team consists only of advisers who hold appropriate industry qualifications. Additionally, in order to maintain the highest standards of ongoing service to our clients, our team continually undergoes professional development trainings.