Financial Counselling Clayton

If you are looking for someone to take care of your finances and services that comprise but are not limited to :

• Wealth Management 

• Tax Issues

• Debt Reduction 

• Aged Care

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Create and Protect is here to cater to all those services. We help analyse and breakdown your finances to develop a strategy that boosts your financial position.

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Financial Planning Made Easy

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Financial Planning may sound complicated, but it isn’t.

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On the contrary,  It helps put everything in order, and arrange your backend services for you so you don’t have to stress about the management of your wealth.

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Essentially when you get someone to plan your finances, you give yourself the time to enjoy your time with the family. We help map out your financial strategy and make sure you’re making the best out of your money.

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With financial management, life becomes substantially easier to go through. When you hire some to arrange your finances, you won’t have to worry about things like:

• Managing insurance payments

• Managing school fees

• Shares and Stocks

• Investments

• Estate Planning

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Financial Planner Clayton

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Our proximity to Clayton means you don’t even have to go out to the city to see a financial planner that is professional and experienced.

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With our experienced team members, Create and Protect strives to provide you with an analysis and strategy that helps your understand your finances and its complexities, and provide you with a strategy that helps simplify it.

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To understand more about how you can get started on understanding your finances , you can give us a call on 1300 707 955 and set up an appointment for one of our free consultations. Or you can email us on info@cpfinancialplanning.com.au for any other queries you might have.