Robert Creaton
About Me
At Millennial Wealth we specialise in working with millennials and young wealth accumulators to turn their income into multi-generational wealth. We work best with clients who have come into large sums of money such as inheritances, lottery winnings or investment sale proceeds. As well as millennials who are making good money and don't feel like they are getting ahead as they have no structure to manage it correctly and don't know where to start. We offer an initial consultation at no cost and no obligation to see if we can add value and if we are the right fit for you. As millennials ourselves, we understand where you are in life and the unique challenges that you have in this life stage.
Areas of Focus
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 9 Years
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Advice Fees From $3,300