Kreate Wealth

admin@kreatewealth.com.au

0434 420 048

https://kreatewealth.com.au/

Retirement Planning

Dream. Plan. Live.

Driven by values of trustworthiness, competence, honesty, fairness, and diligence, our mission is to inspire people to dream big, plan with confidence, and live their best life.

We offer holistic financial advice tailored to every stage of life, with a specialisation in retirement planning. Our core products and services include:

- Retirement (understanding how long your money will last, income streams)
- Aged Care (understanding fees, cashflow, scenarios on RAD, DAP, RAC, DAC etc.)
- Centrelink (age pension claims, aged care, disability claims, income and assets)
- Investing (Kreate wealth through different sources and access to different products)
- Personal Insurance (protect your salary and loved ones in case of accident or injury)
- Budgeting (financial structure and stability)
- Super (investing, comparisons, contributions, income streams, tax minimisation)
- Debt Management (pay off your debt faster, good vs bad debt)

Whether you're starting your first job or transitioning into aged care, we are with you every step of the way.

Our achievements include being runner-up for the 2024 FAAA Inspire Women – Excellence in Advice Award and winning the 2024 Influential Business Woman Award for Most Trusted Financial Solutions.

We are proud to be an Industry Partner of the Small Business Association of Australia (SBAA), a Committee Member of the Financial Advice Association Australia (FAAA) Gold Coast, and a Committee Member of the Future2 Charity. We are also a Fellow of the Institute of Financial Professionals Australia (IFPA) and a Member of the Association of Independently Owned Financial Professionals (AIOFP).