At Create and Protect, we are committed to providing a service that puts you and your dreams first. We understand the complexity surrounding the financial decision-making process. We plan, design and implement structures to broaden your options and choices and improve your financial position.
Our finance structure is designed to look at different areas of your situation, to determine if your financials are in order. It is about making sure that all aspects of your finances are in order and working for you – you need to look at the whole picture, not just one or two areas.
We assess your lifestyle, cash flow, employment, mortgage, goals and objectives. We also look into your concerns and fears. We will look at your superannuation, your preferred retirement age, and set up strategies to help you get there easier and safer.