Create & Protect Financial Planning - Mulgrave (VIC)

5 /5 FREDA DAMTSIS: David has been amazing with mine and my familys finances. He will always get back to you, no matter if it is the weekend. Sometimes I feel a bit guilty doing this but he puts my mind at ease with his help and then I can stop stressing about things and enjoy my weekend as well. He knows what he is talking about and he makes you feel comfortably secure in knowing that your finances are well looked after. Good work David!

5 /5 Janet Hort: We have been with Create and Protect Financial Planning for a couple of years now and are highly satisfied with how they have set up a SMSF and other investment strategies for us. There professionalism, concern and foresight is second to none, not to mention all the awards they have won! More than happy with the advice and service we have received from Abdul and his great team, our only regret is that we wish someone had of recommended them to us sooner.

5 /5 Panagiota Gomatos: In a world where it’s difficult to trust who you take advice from regarding your family’s financial future, Abdul and his team are a breath of fresh air. We have never experienced such professionalism, attention to detail, thoroughness and accurate guidance in order to work together to produce a working plan for our future. Abdul is honest, genuine, precise and has a passion for what he does. His ethics and leadership have created a culture of excellence within his organisation so no matter who you’re dealing with, you can rest assured the quality is the same. We recently spoke to the ATO regarding the SMSF plan that Abdul had put together for us and they said they had never before seen such thorough and comprehensive documentation. We know how hard it is to take that first step but we’re so glad we did. We now feel prepared and able to make better financial decisions to ensure the security of our financial future. The comfort of knowing we now have Abdul’s wisdom to assist and navigate us as we move forward is an absolute safety net. I would not hesitate to recommend his services. A simple consultation could change everything for you. So much gratitude for Abdul and his team. A special shout out also to David who worked tirelessly to coordinate an investment loan for us and Fay who always makes sure everything is on track at all times. Thanks everyone!

5 /5 Richard Foster: A big thank you to Abdul who personally saw to my inquiry. He took me through my requirements and sat down and explained in detail and language that i could understand making it easier for me to take charge of my finances. His team at Create and Protect went above and beyond to assist me setting up my super and gave me the advice I needed on how to invest for my future. Abdul didnt just pass me on to an adviser but guided me through the process and worked tirelessly to ensure I was set for my tomorrow. Thanks to Abdul and his team.

5 /5 John Remy: The professionalism and experience we had after engaging Create & Protect has been amazing. It is great to see the value they have provided with a simple plan to achieve our goals. Highly recommend Create & Protect for anyone requiring assistance.