How can we
help you?

How-to and frequently asked questions

1

Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. Create and Protect financial planners cover all fiscal grounds to help you attain your financial goals.  
2

Typically, information regarding investments held, number of dependents, income and expenditure details, savings and financial planning needs, etc. The more accurate information you give, the better the quality of advice given. Our financial experts are sure to keep all information confidential.  
3

It is important that financial plans are tax efficient. Your financial plan should help you in minimizing your tax liability and maximizing your after-tax returns from your investments. Financial planners help you in preparing and filing your tax returns.  
4

A vigorous process for managing and monitoring each of the critical enterprise risks is essential to successful risk management, and risk management capabilities must be improved continuously as the speed and complexity of business change. Your financial advisers are here to ease the process based on your business needs.  
5

If you are looking to save money in a tax efficient way that will grow over time, you are in need of financial planner’s guidance. As well as being a simple, flexible and tax efficient investment solution, planning your financials and savings can also be extremely useful for passing on your wealth.  
6

Create & Protect Financial Planning’s extensive network of finance specialists put you on the winning edge, as they tailor an effective debt management plan to help pay your debt back faster and potentially save you tens of thousands of dollars in interest, fees and charges.  
7

Aged care plans help explore the different options for care and help understand the cost and the process to transition so that you are prepared when the time comes. The transition to aged care can be very emotionally stressful for family members. We make your transition to aged care as smooth as possible, we regulate your bill payments, and we deal with Centrelink details to maximize your pension entitlements.  
8

We create a roadmap to help you achieve your personal and financial goals by providing you with financial plans to help you live your best life. Our promise is to put you first and foremost and to always act in your best interest. No matter what wealth means to you, Create and Protect Financial Planning is here to help you achieve it.  

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