Seven years of learning what actually matters to Australian families and business owners
We started creteraeira because traditional financial advice felt disconnected from real life. Too much jargon, not enough listening. What began as two advisors sharing office space in Bunbury has grown into something we're genuinely proud of.
Two financial planners, one shared office, and a coffee machine that barely worked. We had different approaches but shared the same frustration with industry standards that put products before people.
Market volatility taught us more about client relationships than any textbook could. We learned that communication during uncertainty matters more than perfect performance during good times.
Expanded to serve 180+ clients across Western Australia. Developed our quarterly review process after realizing annual check-ins weren't enough for the questions people actually had.
Now we're a team of six, serving families and small business owners who want financial guidance that makes sense for their actual lives, not theoretical scenarios.
These aren't just wall posters. They're the principles that guide how we work with clients, handle difficult conversations, and make recommendations.
Financial planning has enough complexity without adding unnecessary jargon. We explain things the way we'd want them explained to us.
Quick fixes rarely work in finance. We help clients make decisions they'll still be happy with in five or ten years, not just next quarter.
We track what we promise and follow up on recommendations. If something isn't working, we adjust rather than hope it improves on its own.
Our team combines different backgrounds and specialties, but we share the same commitment to putting client interests first.
Senior Financial Strategist
Former bank manager who switched to independent advice after seeing too many unsuitable product sales. Specializes in retirement planning and business succession.
Client Relations Director
Economics background with a decade in financial services. Known for turning complex investment concepts into straightforward conversations that actually help.
Most financial advisors start with products and work backwards to your situation. We do the opposite. Understanding your circumstances, goals, and concerns comes first.
We've found that clients make better financial decisions when they understand the reasoning behind recommendations. Our job is to provide context, not just instructions.
Financial advice should help you sleep better at night, not create new worries. We measure success by how confident our clients feel about their financial decisions.
"We believe that good financial planning isn't about predicting the future perfectly. It's about creating strategies flexible enough to handle whatever comes next."
Whether you're planning for retirement, managing business finances, or navigating a major life change, we're here to provide guidance that makes sense for your specific situation.
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