REAL DISCIPLINE CREATES WEALTH

Financial Planning Advisors Melbourne

At CREATE & PROTECT, we understand that just like Melbourne weather, life can be full of surprises. You can’t always predict whether you’ll need an umbrella for rainy days, or a hat and sunglasses when the sun is shining.

​

Your financial journey is much the same, sometimes you can enjoy the sunshine, and sometimes you just get wet. That’s why it’s essential to create a plan - to prepare so that you’re ready to enjoy the good times and protect yourself when the going gets tough.

​

Financial planning isn’t just for those approaching retirement and buying their third investment property, it’s also about protecting young families, saving for a first home deposit and setting a strategy 
to create long-term wealth.

​

Sound financial planning that aligns with your goals and objectives can help you and your family prepare for whatever the future brings. Whether you dream about buying your own home, taking that once in a lifetime holiday or setting up education funding to ensure your child’s future – our financial planning advisors can help.

​

We understand that wealth creation means different things to different people. We work with you – take the time to understand your situation, your goals, aspirations and dreams – then help you create a strategy that suits your needs.

​

Experienced Financial Planners in Melbourne

​

Our financial advisors offer a clear explanation of your options to help you make sound financial decisions. With our service, you are in control of your financial future and can be confident that you are dealing with the best financial planners in Melbourne. Whether you are looking for a financial investment manager to maximize your income or a future wealth planner to ensure that you can afford care in later life, we can help you accomplish your goals through meticulous planning.

​

We are genuinely passionate about what we do and intend to build a long-term relationship with all our clients. As an established financial planning firm, we have emerged to be the trusted advisors for clients to help them plan a prosperous future.

​

Aged Care Financial Services

​

If you are looking for financial advisers specializing in aged care, we can help you. Our experienced 
financial planners can take you through your options and help you select what might best work for 
you. We provide personalized services to help you make informed financial decisions. 

​

If you or someone in your family requires aged care, we are here to make the process as smooth for 
you as possible. Aged care can be expensive and confusing. With our thorough knowledge, we can 
help you explore the various options and suggest the best structure. Our financial advisors can offer 

expert advice on every aspect of aged care and you can completely rely on us for help when you 
need it most. 

​

We don't just Create, We also Protect

​

When people think of financial planning, their first thoughts are often of investments - shares, 
property, gold - you may feel nervous about leaping into unfamiliar territory or exposing yourself to 
investment risk, but financial planning is not just about creating wealth, it’s also about protecting it.

 

Careful planning and a detailed risk management strategy form the basis of any sound financial plan. 
The experienced team at CREATE & PROTECT take the time to analyse and understand your 
attitude to risk from the very beginning, so that we can ensure you feel comfortable to pursue life’s 
opportunities, knowing that you and your family are prepared.

 

It takes discipline to Create Wealth

​

At CREATE & PROTECT, we are committed to providing a service that puts you and your dreams first. We understand the complexity surrounding financial matters, and we believe in taking the time to educate our clients so that you can make decisions with confidence. We plan, explain and implement strategies to expand your choices and improve your financial knowledge.

​

Our financial planning process is designed to take the ‘big picture’ and break it down into 
achievable outcomes to help reach your goals.

​

We look at your whole financial situation, consider your lifestyle needs and then help you implement 
strategies to improve your position. These strategies may be as simple as proper budgeting and 
saving habits, debt management or more complex structures such as negative gearing and 
Self-Managed Super Funds (SMSF).

​

For all your needs for financial planning in Australia, you can trust us for client-focused and unbiased advice.