Creo Wealth is a family-owned and operated business based in Penrith, offering financial advice and services to help individuals create their path to wealth. Led by financial advisor Anthony Sultana and practice manager Kylie Sultana, the team at Creo Wealth is dedicated to providing tailored financial advice that is specific to each client. Their mission is to empower individuals of all ages and financial backgrounds, believing that wealth creation is achievable for everyone, regardless of income or occupation.
With a focus on personalized financial planning, Creo Wealth aims to help clients make the best use of their hard-earned money and work towards financial freedom. The team is committed to staying up-to-date with industry knowledge and providing solutions that align with each client’s unique circumstances and financial goals. By fostering a culture of integrity and respect, Creo Wealth strives to build trust with clients and guide them on their journey towards financial security and success.
Through a combination of expertise, experience, and a genuine care for their clients, Creo Wealth offers a range of services including wealth creation planning, retirement planning, risk management, and aged care financial support. By taking a holistic approach to financial advice and focusing on individual needs, Creo Wealth helps clients navigate the complexities of financial planning with confidence and clarity. Whether through face-to-face consultations or virtual meetings, the team at Creo Wealth is dedicated to helping everyday Australians grow and protect their wealth for a secure financial future.