Insure your nearest and dearest.

Estate planning provides you with the peace of mind that if something happens to you, the right funds will end up in the right hands at the right time.

Get in contact with us.

Plan ahead to safeguard your loved ones’ futures.

In accordance with our legal and accounting partners, we help you with wills, power of attorneys, confirming advanced healthcare directives, binding death benefit nominations, and other legal documents.

At Create & Protect Financial services, we make sure that in the event of your death or incapacitation, your assets and decisions on your behalf are based on your wishes.

Estate planning ensures that your affairs are in order and that your assets were distributed fairly the way you wished, instead of via a government employee who steps in if there isn’t an estate plan laid out.

 

Curious to know more?

Get familiar with our wills & estate planning services by discovering additional information from our FAQ's.

 

Why is estate planning important?

Dealing with estates can get quite complicated. Having wills and estate plans in place ensures that wealth is transferred to your family with the smallest possible tax burden. Keep the assets within your family protected and in the hands of those you choose.

 

I'm healthy and young, is it too early for wills and estate planning?

It is never too early to plan ahead. If you just purchased a property, or have immense assets in your name, estate and wills planning is encouraged as it will help transfer these assets as swiftly as possible to the people of your choice.

 

Is it better to have a will or a trust?

This is a matter for personal circumstance and will be advised based on your unique position. That being said, wills are generally less expensive and easier to set up than trusts, which are highly detailed legal documents.

 

Ready to kick start your financial quest?

If you're interested in learning more about Create & Protect Financial Planning services or simply want to chat with a member of the team, get in touch with us. .

Testimonials

Go for estate planning and enjoy peace of mind.

Bassel

South Morang, VIC

" Create and Protect were nothing less than amazing in assisting me. The team truly relieved me of my stress and streamlined my finances and investments, personalising everything to suit my individual needs and circumstances. I would highly recommend Create and Protect to anyone looking to secure their future finances and investments."

Yvette

Hallam, VIC

"Had such an amazing consultation. Very ethical, upfront and offer sound advice. Abdul has given us such great ideas to grow our business."

Janet

Healesville, VIC

"We have been with Create and Protect Financial Planning for a couple of years now and are highly satisfied with how they have set up a SMSF and other investment strategies for us. Our only regret is that we wish someone had of recommended them to us sooner."

Morris

South Morang, VIC

"I have been a Create and Protect client for six years now. They are currently managing my debt, insurances and superannuation, and I’ve been seeing real progress year after a year. I am highly satisfied with their service and recommend them to anybody else looking for trustworthy financial planners who genuinely look out for your best interests."

Akram

Narre Warren, VIC

"Abdul and his team have been assisting my family for the last 3 years. They're very approachable and have always provided good, easy to understandable advice. I have referred friends to Abdul and will always do that."

Tom

Mooroolbark, VIC

"Very happy with Abduls advise and knowledge. Helped us understand clearly what we were doing and what was going to happen going forward."

Panagiota

Doreen, VIC

"In a world where it’s difficult to trust who you take advice from regarding your family’s financial future, Abdul and his team are a breath of fresh air. We have never experienced such professionalism, attention to detail, thoroughness and accurate guidance in order to work together to produce a working plan for our future.”

Katarina

Glen Iris, VIC

“I would not hesitate to recommend his services. A simple consultation could change everything for you. So much gratitude for Abdul and his team. They worked tirelessly to coordinate an investment loan for us and Fay who always makes sure everything is on track at all times. Thanks everyone!"

Leo Mancini

"Abdul and the team are fantastic!
They have nothing other than the best interests for you and your money to do well. They are very knowledgeable and approachable when questions need to be asked. I highly recommend them to anyone."

Donna Cargill

"Really happy with the advice and service we have received from Abdul and his great team and Create and Protect over the last 12 months. Only wish I’d done it sooner. "

Ghadeer Ali

"When I am after professional knowledge and learning the best about the financial planning industry, I remember Create and Protect Financial Planning.
Integrity, professionalism, and experienced team members. "

Mandy Morrisson

"Create and Protect Financial Planning has been essential in planning our superannuation and ultimately our retirement. Their advice and recommendations have been crucial in our decisions. I couldn’t recommend Create and Protect Financial Planning highly enough."

Mary Santos Heu

"Stephanie is knowledgeable of products and services which is key for us to understand the options that we have and the steps we should take. She has been so patient in explaining every detail that we don’t understand. It’s really great to have found someone reliable and someone who can be trusted with your finances. "

Oduse Bankole

"All my thanks to Katie for the wonderful trading and profit increases she has done for me. She helped me make a lot of profit on binary and crypto investment with her expert strategies. Don’t miss out to contact her. "

Edidiong Sunday

"I have been using this platform together with the most recommended Forex strategy on the internet and so far I have no complaints. Thank you Stephanie for your tremendous help in my account, without your diligence, hard work, late nights, I wouldn’t have been able to earn in the market.
Excellent work!"

Freda Damtsis

"Create & Protect has been amazing with mine and my family's finances. They will always get back to you, no matter if it is the weekend. Sometimes I feel a bit guilty doing this but they put my mind at ease with his help and then I can stop stressing about things and enjoy my weekend as well. They know what they are talking about and they make you feel comfortably secure in knowing that your finances are well looked after. Good work !"

John Remy

"The professionalism and experience we had after engaging Create & Protect has been amazing. It is great to see the value they have provided with a simple plan to achieve our goals. Highly recommend Create & Protect for anyone requiring assistance."

Paul Hodges

"Thank you for your advice and effort getting my investments sorted out. Create and Protect took the time to work with me on my long term objectives and provided great advice. Many other companies claim to have your best interests in mind but are really only looking out for themselves."

Anita Maretic

"Create & Protect made it super easy for a non-finance person like myself to understand and plan my Superannuation goals. They are very professional, great at their job and focused on a strategy which was suited to my unique circumstance."

David Sharp

"I would highly recommend the team at Create & Protect Financial Planning. They have assisted us with our financial planning needs. They have assisted us throughout the whole process ensuring positive outcomes are achieved. They provide regular updates on our superannuation / investments, always looking at the best solutions to suit our ongoing needs."

Richard Foster

"A big thank you to Abdul who personally saw to my inquiry. He took me through my requirements and sat down and explained in detail and language that I could understand making it easier for me to take charge of my finances. His team at Create and Protect went above and beyond to assist me setting up my super and gave me the advice I needed on how to invest for my future. Abdul didn't just pass me on to an adviser but guided me through the process and worked tirelessly to ensure I was set for my tomorrow. "

Inas ZainEddine

"Create and Protect have not only met but exceeded our expectations. They take the time to really know their clients, they explain complex financial structures in rather simple and easy to understand language. This give us every confidence that not just our financial and life style goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or explain options. Highly recommended. "

Brett Mason

"My Wife and I are very happy with the excellent service of a certain employee of Create and Protect David Livshiz. We have found David to be a man with a great attitude, and very helpful in all areas of our financial needs. Nothing is a problem to David as he sorts out issues very promptly .
David is man of integrity and very approachable, WE HIGHLY RECCOMMEND HIM ."

Jordan A’Vard

"I want to extend a big thank you to the team at Create and Protect, in particular Paul, for his support and hard work in helping us to set up an education fund for our new-born son. His ongoing communication with us, and research conducted to help find us the best product was hugely appreciated."

Samuel Vulis

"Very professional and experienced company.
My financial planner David really takes the time and invests himself in his work and his clients. Has worked wonders for me! "

Jenny Booth

"Have been dealing with Paul for a while now, he's very knowledgeable and patient. Happy knowing our finances are in good hands. Highly recommend Create and Protect to look after your finances."

Sam Suraj Mathews

"It’s rare to find people creating business’s that are truly structured around helping individuals achieve more in life. We found Synthia to be a consummate professional who listens, cares, digs deeper and gets to the root of what we want to achieve and why it’s so important. The excitement and effort she’s put into us and our goals is what makes her different. Since engaging Synthia, we’ve gone from not having much idea of our financial situation to a person who has clear and meaningful financial goals. "

Brett Hinge

"All I can say is get onboard, I am one of the biggest doubters and believe everyone is out to scam me but these guys have proved to me time and again that they actually want to help you with your future and protect the assets you already have. Special mention to Steve Troszcys who I have to say have been amazing for me and sorry for being so annoying, for that you guys get five stars and an extra "

Gar Gavino

"To Create & Protect and Abdul, you did an amazing job to us for making it happen on our insurance claims. Thank you so much for all your effort, patience and diligent response."

Miriam Clappis

"Create and Protect have been fantastic. They have great service and a very knowledgeable and experienced team."

Dale Shears

"Abdul and his team are very professional and approachable. Helped us to set and achieve goals financially. Great team."

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