Services

Providing services that render your finances ‘as sound as a dollar’.

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FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES

Your journey starts here.
Get dynamic financial planning strategies developed to meet your financial goals.

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    RISK MANAGEMENT & INSURANCE SERVICES

    RISK MANAGEMENT & INSURANCE SERVICES

    Protect your financial stance.
    Calculated risk management encourages growth and prevents losses in the present and the future.

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    Self-Managed Super Fund (SMSF)

    Self-Managed Super Fund (SMSF)

    Save for your retirement!
    Achieve more with flexible, informed and verified SMSF strategies designed to help you build a better future.

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    SUPERANNUATION SERVICES

    SUPERANNUATION SERVICES

    Choose the super fund that is right for you.
    Reduce financial stress and achieve long-term independence with superannuation management suited to your exact needs.

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    Investment Strategy & Advice

    Investment Strategy & Advice

    Make advised investments for life.
    Get started on your investment portfolio based on investing strategies that get you the most out of the market.

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    BUDGETING & CASH FLOW SERVICES

    BUDGETING & CASH FLOW SERVICES

    Reveal your earnings’ potential
    Look into personalised budgeting and cash-flow management solutions that steer your finances in the right direction.

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    EDUCATION FUNDING SERVICES

    EDUCATION FUNDING SERVICES

    Fund your child’s future intelligently.
    Apply flexible funding plans that secure the education that your children deserve.

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    TAX PLANNING SERVICES

    TAX PLANNING SERVICES

    Maximise returns and minimise liabilities.
    Tax planning includes making calculated and informed decisions now to reduce taxable incidences and income in the future.

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    RETIREMENT PLANNING SERVICES

    RETIREMENT PLANNING SERVICES

    Your serene retirement is our priority.
    Spend your retirement any way you please with Create & Protect Financial Planning.

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    ESTATE PLANNING SERVICES

    ESTATE PLANNING SERVICES

    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.

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    AGED CARE SERVICES

    AGED CARE SERVICES

    We prepare you with care.
    Lay out a plan for the aged care that you will need during your twilight years.

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    DEBT MANAGEMENT SERVICES

    DEBT MANAGEMENT SERVICES

    Structure your finances to evade worrisome debt accumulation.
    Create & Protect Financial planners collaborate with you to assess your debt and spending habits, then devise solutions to consolidate and minimize your debt.

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    POWER OF ATTORNEY SERVICES

    POWER OF ATTORNEY SERVICES

    Do you need help navigating your financial affairs?
    Get ethical and professional guidance with Create & Protect Financial Planning Power of Attorney services.

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    WEALTH ACCUMULATION SERVICES

    WEALTH ACCUMULATION SERVICES

    Your prosperity is our main concern.
    Investing in wealth accumulation today is the key to procuring surpluses in the future. From asset management to tax planning, Create & Protect Financial planners are here to draw out a personalized plan that ends up in your wealth accumulating.

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    FAMILY OFFICE SERVICES

    FAMILY OFFICE SERVICES

    Preserve your finances for your family’s future.
    Create & Protect Financial Planning family office services’ primary goal is to manage, grow, and preserve money for current and future generations. Family offices are smartly structured organisations that manage family matters and wealth most efficiently

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    BUSINESS SUCCESSION PLANNING SERVICES

    BUSINESS SUCCESSION PLANNING SERVICES

    Seamless business succession starts here.
    Transfer your business's values, goals and assets onto the next phase with detailed business succession plans.

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