Create and Protect Financial Planning

A little about us

We are industry leaders.
We are create and protect.


Our team of experts empowers you to reach your full financial potential.

Whatever wealth means to you, Create and Protect Financial Planning is here to help you achieve it.

Wealth is a notion that varies from one person to the next. To an elderly neighbor, wealth translates into time to spend with grandkids. To an ambitious young person, it means liquidity saved and ready to be invested. To new parents, it looks more like an education fund. Abundance, opportunity, and protection. We, at Create and Protect Financial Planning, thrive for flawless sterling financial consultancy services.


Unmatched support, at every crossroad.

We are here to get to know you, your needs, and ambitions. We will do everything it takes to help you attain the wealth that you aim for.

We, at Create and Protect Financial Planning, promise a holistic and comprehensive financial plan for each and every client.
We provide you with abundant support and tailor-made consultancy to push you past your financial challenges.


A diverse team, for your diverse needs

Our promise is to put you first and foremost and to always act in your best interest.

If you value spending time with your family, travelling the world, or advancing your career, we are here to make things easier for you. Our services revolve around you, your family and your assets. Over the course of the past decade, what once started out as a small, passionate group of mortgage brokers, has grown into an award-winning financial guidance hub.


Ready to keep growing, side by side.

Our growing network of connections, with partners like CapTaxation and Fast Repay Home Loan, allows our company to continue expanding and our clients to thrive in satisfaction. It is our goal to make our partners your partners. This way, you can benefit from the additional services that they provide.

Years of devotion, diligence, and dedication at Create and Protect Financial Planning led to establishing relationships with the best in the business across financial industries. With a humble beginning as a small mortgage broker in Melbourne, the dream has come quite far ever since.

Financial Planning to help you live your best life.

Our Services

We are for opportunity.
We are for Australians.


Your journey start here.
Get dynamic financial planing strategies developed to meet your financial goals.

Self-Managed Super Fund (SMSF)

Save for your retirement!
Achieve more with flexible, informed and verified SMSF strategies designed to help you build a better future.


Choose the super fund that is right for you.
Reduce financial stress and achieve long-term independence with superannuation management suited to your exect needs.


Insure your nearest and dearest.
Estate planning provides you with the peace of mind that if something happens to you, the right funds will end up in the right hands at the right time.


Seamless business succession starts here.
Transfer your business's values, goals and assets onto the next phase with detailed business succession plans.

Meet our partners and get to know how their services compliment ours in dissolving your financial stress.

Your go-to experts for debt reduction and wealth creation.
Fast Repay Home Loan guide you on how to get your
income working for you. They also help you reduce the term of your home loan and your monthly mortgage repayments.
Cap Taxation provides total financial support
to Australians and small business owners.
Cap Taxation provides bookkeeping, accounting, taxation, and advisory services for Australian individuals and small businesses. The business hub has been providing guidance for all accounting and taxation needs for more than 20 years.


Don't just take our word for it. Take a look at what our satisfied clients have to say. This, could be you!