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Create and Protect Financial Planning

Create and Protect Financial Planning

1/2 Garden Road, Clayton (VIC), 3168, Australia

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1300 707 955

Categories
Now CLOSED
Work hours
MO 08:30 – 17:30 SA closed
TU 08:30 – 17:30 SU closed
WE 08:30 – 17:30
TH 08:30 – 17:30
FR 08:30 – 17:30
About Our holistic financial planning process is designed around really taking the time to understand your goals and objectives, tailoring our advice to ensure you can achieve the best possible financial outcomes for you and your family.
Create and Protect Financial Planning cover
Mission "At Create and Protect, we believe that every person has the right to enjoy a high quality of life regardless of their financial situation. We pride ourselves in providing easy to understand and implement advice that’ll put you in charge of your financial future. We work with you throughout your journey to make what was once a dream become today’s reality."
Description Create and Protect was originally started to cater for 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 backwards. They either did not have a proper plan or strategy, or the execution of their plan was weak and unorganised. We would be frustrated trying to recommend financial planners that shared our passion and, too often, we were disappointed by the results.

We wanted to empower people to change their lives, and we realised 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.

The results were rewarding. We were now able to people that we had worked with for many years and have a positive impact on their lives and the lives of their loved ones.

We held ongoing educational workshops and were amazed by how much people appreciated it. They would always bring family and friends. It reached the point where we needed to grow, and grow quickly, to accommodate the workload.

Create and Protect has attracted the best in the industry and partnered with one of the biggest licensees in Australia. We have engaged various professionals and market leaders to challenge us on improving our systems and push us to become the leaders we are now.

Create and Protect has been recognised for its commitment to professional excellence, quality advice, client service and innovation in business. We won the MLC Rapid Growth Business Award in 2014.

We now cater for all your financial needs. We help you reach your goals and build a safer future while enjoying the quality of life you desire.
Awards MLC Rapid Growth Business Award 2014
SMSF and Accounting Awards Best Customer Service Firm of the Year 2017
Founded 2011
Products We offer a range of services, including: financial planning, accounting, mortgage broking, insurance, superannuation, retirement planning, estate planning and many more. We don’t just look to maximise your financial potential, we also look for ways to protect you and your family from life’s unfortunate events.

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