How we work with you
At our CreationWealth, we prioritise understanding your unique financial situation and goals to provide personalised advice tailored to your needs. Our collaborative approach ensures that you are informed and empowered every step of way as we work together to achieve financial aspirations.
Complementary First Meeting
We start with or a quick initial discussion (book here). 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 the best strategy is created collaboratively. We meet with you in a dedicated strategy meeting to discuss your options. This helps you make an decision about which strategy is most 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
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.
Meet Our Dedicated Team
Each member of the CreationWealth team is committed to providing you with exceptional service and support. Together, we work to ensure your needs are met and experience is outstanding. See below how each of us can assist you.
Andrew Zbik
Director and Strategic Financial Adviser
Andrew is a Director and Strategic Financial Adviser at CreationWealth. His role is to act as a personal financial coach for his clients. Primarily this involves helping clients with:
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Strategy and Review Meetings
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Portfolio Advice
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Insurance
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Superannuation
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Limited Tax Advice
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Estate Planning
Specialties:
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SMSF Strategies
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Discretionary Family Trusts
Andrew’s qualifications include:
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Bachelor of Business Administration from Macquarie University
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Bachelor of Laws from Macquarie University
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Graduate Diploma of Legal Practice
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Diploma of Financial Services
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SMSF Specialist Advisor (SSA) Accreditation
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Registered Tax (Financial) Adviser
Hoa Nunez Tran
Director and Strategic Financial Adviser
Hoa is a Director and Strategic Financial Adviser at CreationWealth. Hoa is passionate about working with clients to help them with:
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Strategy and Review Meetings
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Portfolio Advice
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Insurance
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Superannuation
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Limited Tax Advice
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Estate Planning
Specialties:
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Pre-retirement Strategies
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SMSF Strategies
Hoa’s qualifications include:
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Advanced Diploma in Financial Planning 2015
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Bachelor of Commerce (Economics) from the University of Wollongong
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Associate Member of SMSF Association
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Registered Tax (Financial) Adviser
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Practitioner Member of the Association of Financial Advisers
Thao Le
Practice Manager
Thao is a Practice Manager at CreationWealth.
Thao comes from a background in professional development with solid operations experience. Her role is to help with:
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Managing Implementation of Strategies
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Assisting with MyProsperity Queries
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Insurance Administration (e.g. missed premiums, change details)
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Processing Cash Transfers
Eileen Nunn
Client Service Officer
Eileen has a long career in assisting with managing client portfolios and implementing client strategies. Eilleen assists Andrew and Hoa in preparing for every client meeting and preparing research for client strategies.
Eileen helps with:
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Meeting Preparation
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Research
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Post-meeting Action Items
Referrals Welcome
At CreationWealth, our clients appreciate our dedication to exceptional service and quality results. Most of our business comes from word of mouth, a testament to the trust and satisfaction we foster with our clients. We believe that referrals are the highest compliment, so if you know someone who could benefit from our services, please feel free to send them our way!