OUR STORY

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 that 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.

 

With the support of our clients, we won the MLC Rapid Growth Business Award in 2014, and more recently the Best Customer Service Firm of the Year 2017. 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.

 

Abdul El-Dib - Director

OUR MISSION

  • 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

  • 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.
     

  • Contributing and giving back to our community, help drive awareness and pledge support to those in need.


OUR VALUE PROPORSITION

  • Organization. We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
     

  • Accountability. We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
     

  • Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
     

  • Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
     

  • Education. We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
     

  • Partnership. We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation

“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

or SEND US AND EMAIL

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