About Us

Robyn Arnold founder of Kreate Wealth

Robyn Arnold
Director/Financial Planner

Robyn Arnold is the founder and owner of Kreate Wealth. As a passionate Financial Advisor, she has helped countless clients achieve financial freedom through teaching them the skills to budget their money, set up retirement plans and most importantly – understand their finances. With Robyn Arnold at the helm, and the team at Kreate Wealth, they strives to bring financial stability to everyone so that they can build wealth and create a secure financial future for themselves.

As Financial Advisors, they are passionate about helping their clients Kreate Wealth, set up realistic budgeting strategies, secure appropriate insurance cover, maximise superannuation savings and plan for a comfortable retirement. Their focus is to equip their clients with the knowledge and tools they need to reduce debt, protect their finances, and create an achievable roadmap to reach their long-term financial goals. They are committed to providing quality advice and the highest standard of customer service. 

The ultimate goal is to empower their clients to make sound financial decisions and to provide a secure financial future.

OUR FINANCIAL PLANNING PROCESS

Fact Find Meeting
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DISCOVERY

  • Understand your situation and whether advice can help you.
  • Help you understand our process and fees.
Research
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DATA GATHERING

  • Complete and send you the Fact Find document to check, review and amend.
  • Use authorities to research your existing products and benchmark them in the market.
  • Understand the recommended option to suit your goals
Plan Prepared
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ADVICE PREPARATION

  • Prepare your advice recommendations document.
  • Complete projections for you to understand the impact of the advice.
  • Compliance checks to ensure we meet our obligations.
Presentation Meeting
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ADVICE

  • Present our advice and advice outcomes.
  • Discuss options you may wish to amend.
  • Agree way forward.
implementation
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COMMUNICATION

  • Go through the implementation steps.
  • Update you on progress and action items.
  • Confirm completion.
  • Schedule review as required.