I believe that everyone has the right to enjoy a good quality of life regardless of his or her financial situation. I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth. I have over 17 years’ experience in the finance industry. My business philosophy is driven by my clients’ best interests.
Establishing the two companies both have been recognized for commitment to professional excellence, quality advice, client service and innovation in business.
Create and Protect won the MLC Rapid Growth Business Award in 2014. Customer Service firm of the year SMSF and Accounting awards 2017. SMSF firm of the year SMSF and Accounting awards 2018.
Fast Repay Home Loan won MFAA VIC/Tas Diversified Business Award 2018. Finalist Best Customer Service Office 2019 The Adviser.
I am a Financial Planner and Tax (Financial) Advisor. Self-managed Super Fund Advisor Specialist (SSA). Member of the Financial Planning Association of Australia (FPA) and a member of SMSF Association. I am an MFAA Credit Advisor, MFAA member and CIO member. I have completed an Advanced Diploma in Financial Planning, Diploma in Financial Services. Advanced Course in Mortgage Planning. Currently undertaking Certified Financial Planning Course.
I am results oriented and experience great personal satisfaction from assisting clients to achieve what is important to them, through the implementation of quality advice and the clear and precise communication of complicated topics.
I specialise in the development of strategic comprehensive advice in the areas of Self-Managed Super Funds (SMSF), superannuation, wealth management, insurance, Tax Planning, pre-retirement and retirement planning.
I recently decided it was time to get my finances in control and look to setting myself up for the future. Create and Protect more specifically Abdul were nothing less than amazing in assisting me. Abdul truly relieved me of my stress and streamlined my finances and investments, personalising everything to suit my individual needs and circumstances. I am beyond satisfied with the service and support that I have been provided and would highly recommend Create and Protect to anyone looking to secure their future finances and investments.
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!
Had such an amazing consultation. Very ethical, upfront and offer sound advice. Abdul has given us such great ideas to grow our business.
Abdul was a great help to me. He was always available and explained things clearly. He took me through all my options and the pros and cons of each then arranged everything for me quickly and smoothly. Highly recommend!
Very happy with Abduls advise and knowledge. Helped us understand clearly what we were doing and what was going to happen going forward
- Adviser status Bronze
- Number of reviews 20
- First year providing advice 2011
- Years of experience 11
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
Create and Protect Pty LtdLevel 1, 2 Garden Road
Clayton, VIC 3168
Boston Reed Pty Ltd