Mentors.
Advisors.
Confidants.

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.

Testimonials

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