How we work with you

Complementary First Meeting

Give us a call for a quick initial discussion. We can then schedule a complementary first appointment. Spending time together to understand what you value, helps us to prioritise your needs and to advise you appropriately.

Education and Foundations

When we engage with a client, we will have one or two meetings to work through a customised foundations and education program. This helps you to learn and understand about what strategies and solutions are right for your circumstances.

Collaborative Strategy

We believe that you will best understands your strategy when we work collaboratively to create that strategy. We meet with you in a special strategy meeting to discuss your options. This helps you to make an informed decision about which strategy is suitable – providing comfort and peace of mind.

Helping you Implement

At CreationWealth, we do not earn any commission from insurance products or investments when we have an ongoing relationship with you. We help with implementing your advice so it is set-up correctly the first time.

Regular Reviews to Ensure You Are On Track

Elite sporting teams always have a Coach. Top businesses have a team of Advisers. We see that our role is to serve as your personal financial Coach and Adviser.

All our reviews are pre-booked with clients. Our accountability, discipline, regular contact and communication ensure you stay on track to achieve your personal lifestyle and financial goals.

About Andrew Zbik

Andrew is Director and Senior Financial Adviser at CreationWealth. His role is to act as a personal financial coach for his clients. Primarily this involves helping clients understand what is happening with their investments and ensuring that they are comfortable with their chosen investment strategy. Andrew has been assisting clients learn and evolve their wealth journey since 2007.

Andrew is married with three children. In his spare time he enjoys woodwork, cycling and rowing. Andrew services his local community as a Councillor on Lane Cove Municipal Council.

Andrew’s qualifications include:

  • Bachelor of Business Administration from Macquarie University
  • Bachelor of Laws from Macquarie University
  • Graduate Diploma of Legal Practice
  • Diploma of Financial Services
  • SMSF Specialist Advisor (SSA) Accreditation
  • Registered Tax (Financial) Adviser

About Hoa Nunez Tran

Hoa is a Senior Financial Adviser at CreationWealth.

Hoa is passionate about working with clients to help them achieve their financial goals. Her role is to ensure her clients understand their chosen strategies and discipline required to get them there. Hoa has worked in boutique financial advisory firms since completing her Bachelor of Commerce (Economics) degree at the University of Wollongong in 2003 and has been advising clients since 2013.  

Outside of work Hoa enjoys spending time with her husband, growing son and staffy. Hoa and her husband are big foodies and love to cook up a storm for their family and friends.  

Hoa’s qualifications include:

  • Advanced Diploma in Financial Planning 2015
  • Bachelor of Commerce (Economics) from the University of Wollongong
  • Associate Member of SMSF Association
  • Registered Tax (Financial) Adviser
  • Practitioner Member of the Association of Financial Advisers

About Thao Le

Thao is a Client Service Manager at CreationWealth.

Thao comes from a background in professional development with solid operations experience. Her role is to ensure that you have all the information required for a worthwhile first meeting and to help with the day-to-day management of your financial goals. Thao loves to utilise systems and processes to deliver outstanding customer experiences.

Outside of work Thao enjoys trips away with her son, friends and family. She is the planner in any situation and will always say yes to the beach, a spontaneous drive and lengthy philosophical walks.