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. More often than not, we saw people going backwards. They either did not have a proper strategy, or the execution of their plan was weak and unorganised. We were frustrated trying to recommend financial planners that shared our passion and, too often, we were disappointed by the results.
The mission we set was to empower people to understand and embrace their financial journey, 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.
We are now able to help people who we had worked with for many years and started having 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.
Our unique business model allows us to offer a truly integrated approach to life planning. We have in-house accountants and mortgage broking, and we partner with law firms and estate planning specialists to challenge us and push us to become the leaders we are now.
Our passion is empowering people to reach their financial potential.
We believe everyone has the right to enjoy a high quality of life regardless of financial circumstances.
We have a genuine interest in your success and protecting your most valuable assets, yourself and your loved ones.
Our professional approach and skilled advice deliver strategic personal plans to create opportunities and build wealth.
Our vision is to be the market leader in financial services and make a lasting contributing to improvement in the financial planning industry.
We are passionate about improving peoples’ quality of life and well-being.
We aim to offer clients the highest level of service to differentiate us from what is currently offered in the industry.
We are committed to the ongoing development of our employees and providing clear career paths with challenging opportunities to enable them to reach their full potential. We want to be an employer of choice.
Our relationships with associates are integral to our long-term success. We aim to add real value to their business and be their trusted partner.
We see ourselves supporting our staff and clients for many generations to come and having a positive impact on our communities.
We want to a company that will last for over a hundred years.
With the support of our clients, won the MLC Rapid Growth Business Award in 2014, Best Customer Service Firm of the Year 2017 and SMSF Firm of the Year 2018. We continue to be honoured by the trust and support our clients have shown us and believe there is no greater recognition of our dedication than a client referring us to their friends and family.
“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.”
Your Questions, Answered
As a Financial Planners we can provide answers to all your financial planning questions on a range of financial planning matters.
Call us today on 1300 707 955
“The staff are very friendly and genuinely wish to provide us with the very best solutions to our financial position.
They are honest and realistic and provide hope in areas where finances are strained. l feel well taken care of and able to get assistance whenever l need it. l feel like we are all part of a team working towards a good result for all of us.
l greatly appreciate the extra effort they undertake to put us in contact with the right people for our circumstances. The financial plan for the future has resulted in a way forward, a feeling of being able to succeed and securing a stable future for our family. l also appreciated the Christmas card with movies tickets! Thank you.”
– 2016 CoreData Survey