New beginnings for Create Financial Solutions

The new owners, qualified Financial Planners Stuart Gallagher and Lachlan Bursle, and Chartered Accountant Ross Murray, look forward to continuing the legacy of work from the previous owners, Tony Little and Simon Kilkerr.

Lachlan, who has worked with the Create team over the last four years, commented:

“We strive to continually build on the high standard of planning and advice that Create has delivered to our clients over the last two decades.”

“We’re also looking ahead to new opportunities and have plans to grow the business, creating rewarding job openings for locals and more opportunities for people to receive high-quality financial planning.”

Stuart and Lachlan take on the management of the business with over 35 years of combined financial services experience, supported by Ross who has a track record of providing professional financial services in the North-East from his accountancy firm Acumen Accountants & Advisors. Together, with their team of fantastic staff, they will continue to provide full financial planning services for business owners and individuals seeking bespoke retirement and investment plans, protection, and mortgages.

Previous owners, Tony and Simon, will continue to support the business over the comings months to ensure our valued clients experience a smooth transition under the new owners.

Simon commented:

“It’s been a privilege supporting hundreds of individuals, families, and businesses over the last 20 years. The highlight for me being able to get to know and help so many great local people. I’m excited to see what’s next for Create as Lachy, Stuart, and Ross take the reins and start their own journey with the business.”