Creo Wealth

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Creo Wealth Searching for a secure financial future? Whether you’re a budgeting beginner or financially cruising along, we can help.

At Creo Wealth, we’re all about empowering you, whether you’re young or old. Acquiring wealth shouldn't just be for the wealthy. You deserve more than spending a life chasing your dream life, you deserve to live it

Anthony turned 60 this week. Along with the cake, it marked a milestone Kylie and Anthony have been planning towards for...
09/10/2026

Anthony turned 60 this week. Along with the cake, it marked a milestone Kylie and Anthony have been planning towards for years.

Turning 60 means Anthony can now start a transition to retirement (TTR) pension. It lets him draw an income from his super while he keeps working, and it's a key part of how the two of them have mapped out the next stage of their working life and their retirement.

This strategy is very specific to their circumstances. It suits their ages, their goals and the way their finances are set up, and it's the result of a lot of planning rather than a decision made over birthday cake.

A TTR can be a useful tool, but whether it works for you depends entirely on your own situation. For some couples it's a great fit. For others it makes no difference, or works against them.

If you or your partner is turning 60, or already there, it's worth talking it through before you decide. Book a chat at creowealth.com.au (link in bio on Instagram).



This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

Superannuation, tax, Centrelink and other relevant information is based on our interpretation and continuation of law current as at the date of this document. The information contained in this document does not constitute legal or tax advice. You should seek expert advice in this regard.

Happy 60th birthday, Anthony 🎂Co-founder, Certified Financial Planner, and the calm voice our clients call when the big ...
06/10/2026

Happy 60th birthday, Anthony 🎂

Co-founder, Certified Financial Planner, and the calm voice our clients call when the big decisions land on the table.

Outside the office, calm is optional. Anthony has jumped out of a plane, gone scuba diving, abseiled down canyons and climbed his fair share of rock faces.

But by his own admission, the most dangerous sport he's ever taken on is being married to Kylie for almost 30 years. 😄

He's spent his career helping people plan for this stage of life. Today he gets to enjoy it himself, preferably from somewhere with a good view and a long way down.

From all of us at Creo Wealth, happy birthday. Here's to the next chapter, and the next adventure.

Quick one for the couples.Do you both know what age the other one is planning to stop work? Not roughly. Actually.It com...
05/10/2026

Quick one for the couples.

Do you both know what age the other one is planning to stop work? Not roughly. Actually.

It comes up constantly in our meetings. Two people, twenty-odd years of shared finances, and completely different pictures of what the next decade looks like. Not a problem. Just worth knowing before you build a plan around it.

Our new guide for couples walks through the super gap, the Age Pension assumptions people get wrong, and what changes when one of you retires first.

Link in bio.



This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

The clients who get the most out of financial planning are almost never the ones who arrive with everything figured out....
01/10/2026

The clients who get the most out of financial planning are almost never the ones who arrive with everything figured out.

They arrive with questions.

“When should we actually stop working?”

“How much do we really need?”

“Will we qualify for anything from Centrelink?”

“Is our money invested the right way for where we’re headed?”

If those sound like the questions rattling around your head at 2am, that’s the right time to have a conversation. Not once you’ve solved them yourself.

“We own our home and we’ve got super, so we won’t get anything from Centrelink.”We hear that a lot. It’s often wrong.The...
28/09/2026

“We own our home and we’ve got super, so we won’t get anything from Centrelink.”

We hear that a lot. It’s often wrong.

The Age Pension means test looks at both income and assets, and the thresholds for couples are higher than most people expect. Even a part pension can matter, because it comes with the Pensioner Concession Card and the discounts attached to it.

It costs nothing to check properly rather than assume.



This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

Your will does not control your super.It surprises people every time. Super sits outside your estate, and where it goes ...
23/09/2026

Your will does not control your super.

It surprises people every time. Super sits outside your estate, and where it goes is generally driven by the beneficiary nomination sitting with your fund. If that nomination is out of date, or lapsed, or was never made, the outcome may not be the one you’d assume.

It takes a few minutes to check. Log in to your fund and look at who is nominated and whether the nomination is still current.

How it’s structured also affects the tax the beneficiary pays, which is where it stops being a five minute job and becomes worth a conversation.

This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

Aged care has its own language and nobody hands you the dictionary.We put together a free guide, Aged care, made clear, ...
21/09/2026

Aged care has its own language and nobody hands you the dictionary.

We put together a free guide, Aged care, made clear, for families working out how to fund a parent’s move into care. Plain English, no jargon, no sales pitch.

It covers what the accommodation deposit is, how the ongoing fees work, what happens to the family home, and where the Age Pension fits.

Grab it here: creowealth.com.au/aged-care-financial-advice/ -form

This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

Anthony has been doing this for more than 25 years. He started as a one man operation out of an office in Liverpool and ...
17/09/2026

Anthony has been doing this for more than 25 years. He started as a one man operation out of an office in Liverpool and has been sitting across the table from Western Sydney families ever since.

He’s a CERTIFIED FINANCIAL PLANNER, he holds an aged care accreditation through the FAAA, and he genuinely likes the numbers part. Scuba diver. Will fight you for the last M&M and has no shame about it.

If you’ve got a question about retirement, super or aged care, he’s the one who’ll answer it in plain English.

Most people have insurance inside their super and couldn’t tell you what it covers.That’s not a criticism. It was set up...
16/09/2026

Most people have insurance inside their super and couldn’t tell you what it covers.

That’s not a criticism. It was set up by default, years ago, probably at a job you’ve since left.

Two things worth knowing. Default cover inside super is often set at a level that has very little to do with your actual situation. And cover can change or reduce over time, sometimes without you noticing.

It might be exactly right for you. It might be well short, or you might be paying for cover you no longer need. Either way, knowing beats assuming.

This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

You’re the one making the phone calls.Chasing the assessment, comparing facilities, reading the fee schedules, then ring...
14/09/2026

You’re the one making the phone calls.

Chasing the assessment, comparing facilities, reading the fee schedules, then ringing your sister to explain it all again. Holding your parent together and your own family together at the same time.

It’s one of the harder seasons life hands you, and there isn’t a perfect way through it.

There is a path though. You don’t have to find it on your own.

Address

Level 3/331 High Street
Penrith, NSW
2750

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61296291866

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