Create & Protect Financial Planning

At Create and Protect, we are committed to providing a service that puts our clients first.  As winners of Best Customer Service Firm of the Year 2017 at the SMSF and Accounting Awards, we understand that financial advice isn't just about improving your financial position, it's also about building strong relationships and educating our clients to take the complexity out of managing your finances. Our holistic financial planning process is designed around really taking the time to understand your goals and objectives, and tailoring our advice to ensure you can achieve the best possible financial outcomes for you and your family. We want to help you to look at the whole picture, not just one or two areas. We offer a range of services, including; financial planning, accounting, mortgage broking, insurance, superannuation, retirement planning, estate planning and many others. We don't just look to maximize your financial potential, we also look for ways to protect you and your family from life's unfortunate events. Established in 2011. Create and Protect was originally started to cater to 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 backward. They either did not have a proper plan or strategy, or the execution of their plan was weak and disorganized. We obviously wanted to empower people to change their lives, and we realized 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 now cater to all your financial needs. We help you reach your goals and build a safer future while enjoying the quality of life you desire.