Creo Wealth is a family-owned and operated business based in Penrith, dedicated to empowering individuals to achieve financial freedom and security. Led by experienced financial advisor Anthony Sultana and practice manager Kylie Sultana, this dynamic duo brings a unique blend of expertise and passion to the financial planning process.
Our Mission
Our mission is to provide tailored financial plans that align with each client's unique goals and circumstances. We believe that wealth creation is accessible to everyone, regardless of income or background. Our approach is personalized, pragmatic, and tailored to your individual needs.
Investment Planning & Wealth Creation
- Develop and implement a comprehensive wealth creation strategy
- Optimize your investments for maximum growth and risk management
- Regularly review and monitor your portfolio to ensure it aligns with your goals
Superannuation
- Simplify the complexities of superannuation and help you maximize your contributions
- Guide you through the retirement planning process
- Provide insights on estate planning and tax implications
Personal Risk Insurance
- Assess your risk exposure and identify potential financial threats
- Recommend appropriate insurance policies to protect your assets and loved ones
Retirement Planning
- Help you plan for a comfortable and secure retirement
- Consider factors such as your current financial situation, spending habits, and retirement goals
Aged Care Planning
- Provide support and guidance on navigating the complex financial aspects of aged care
- Ensure that you have adequate insurance coverage and financial plans in place
Financial Advice
- Receive personalized guidance on budgeting, debt management, and financial planning strategies
How We Work
1. Get to Know You: We take the time to understand your unique financial situation, goals, and aspirations.
2. Goal-Setting: We work with you to establish specific and achievable financial goals.
3. Number Crunching: Our team analyzes your financial data and provides insights to optimize your financial health.
4. Plan Development: We create a personalized financial plan tailored to your needs and goals.
5. Implementation: We guide you through the implementation process and provide ongoing support.
Why Choose Creo Wealth?
- Personalized and tailored financial plans
- Family-owned and operated business
- Experienced and passionate financial advisors
- Emphasis on transparency and open communication
- Commitment to client satisfaction
Exceptional Service and Expertise
The reviews for Creo Wealth, led by Anthony Sultana and Kylie, are overwhelmingly positive. Clients rave about Anthony's "down-to-earth" advice, his ability to make complex financial concepts easy to understand, and his dedication to putting clients' interests first. Many clients have praised the couple's exceptional communication skills, making them feel like they are the most important client. Clients also appreciate the personalized service, with Anthony and Kylie taking the time to understand their individual goals and circumstances.
Proven Track Record and Results
Several clients have shared stories of how Creo Wealth helped them achieve significant financial gains, such as receiving extra earnings of over $100,000. Others have praised the team's ability to provide innovative solutions to complex financial problems. Clients have also appreciated the team's proactive approach, with Anthony and Kylie scheduling regular reviews to ensure their clients' financial plans are on track.
Personal Touch and Relatability
Many clients have praised the personal touch and relatability of Anthony and Kylie. They have made clients feel at ease, understanding, and supported throughout the financial planning process. The couple's approach has made managing finances less daunting, and clients have appreciated the importance they place on their clients' goals and well-being.
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